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Cambridge Associates jobs in Boston, MA

- 125 jobs
  • Analyst, Client Reporting

    Cambridge Associates LLC 4.8company rating

    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: Analysts in the Client Reporting Group are responsible for all aspects of monthly and quarterly performance report production across multiple asset classes including coordination with multiple parties, data input, reconciliation, client report administration, exhibit generation, quality control, and performance analysis. The position is operations focused and includes back/middle-office responsibilities to support Cambridge Associates' multiple services. Primary groups the Client Reporting Group interacts with include internal Investment Teams, Portfolio Implementation Management, Investment Operations, Data Processing, internal contractors, and external clients. Job Description: Primary Responsibilities: * Effectively coordinate working with offshore contractors to complete designated reporting tasks, while still being responsible for the oversight of client work and the understanding of reporting concepts and components * Collaborate with other operations groups to complete shared processes as part of report preparation, including confirmation and oversight of transactions, changes to the client's investment portfolio, data readiness, benchmark updates, and changes to the upcoming reporting deliverable * Own client portfolio administration including setup and maintenance of each assigned client's performance reporting profile/settings within proprietary applications for report generation and downstream data consumption by internal groups. * Investigate and resolve data gaps/discrepancies and maintain monthly data integrity through extensive quality control procedures. * Conduct total portfolio reconciliation of all underlying investment data for each assigned client to ensure data accuracy and completeness prior to report generation. * Configure and generate total portfolio and private investment reports via propriety applications and complete quality assurance processes * Maintain relationships with internal stakeholders, providing professional customer service and utilizing internal resources to effectively respond to inquiries * Participate in activities and process in support of broader department objectives. Opportunities include mentorship, training programs, and application development We Offer: * 2-week onboarding training program, as well as structured mentorship. Continuing education opportunities, including employee guided learning opportunities and support for the CFA, CAIA, CIPM, and other professional designations * Team-based work structure, which supports an environment where immediate contributions can be made and ongoing learning is encouraged and fostered through interactions with colleagues across multiple groups, office locations, and experience levels * Exposure to robust data platform expanding across public and private asset classes and learning about institutional client investments portfolios * Opportunity to join peer-led auxiliary teams to strengthen project management and leadership experience * Opportunity to join our community service activities and other events to promote team collaboration and corporate citizenship Qualifications: * Bachelor's degree (any major) and 1 year of related internship and work experience; minimum GPA of 3.0 preferred * The ability to operate in a highly productive, customer service-oriented environment * A keen eye for detail, strong organizational skills, and ability to manage multiple deadlines * Effective written and oral communication skills * The ability to work independently and collectively as part of a team * An interest in finance and desire to learn more about the operational side of investments industry * Strong computer skills with knowledge of Microsoft Office Suite, specifically Excel * Eligibility to work in the U.S. without sponsorship or restriction now and in the future Base salary range for this role: Pay Range Minimum: 63700 Pay Range Maximum: 82800 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.
    $97k-126k yearly est. 25d ago
  • Business Development Director, Global Client Solutions

    Cambridge Associates 4.8company rating

    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: 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. Auto-Apply 49d ago
  • Compliance - 40 Act - Associate

    KKR & Co. Inc. 5.0company rating

    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 20d ago
  • Client Onboarding Associate

    KKR & Co. Inc. 5.0company rating

    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 39d ago
  • Internal Audit Lead - Insurance

    KKR & Co. Inc. 5.0company rating

    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. KKR is seeking to fill a full-time position for its best-in-class Internal Audit Department. The Internal Audit Department is responsible for providing global oversight of the KKR brand across all business lines, support functions, and regions. Internal Audit partners with key internal and external stakeholders to provide independent, objective assurance and consulting services designed to add value, protect the firm, and improve the efficiency and effectiveness of KKR's internal control environment and operational processes. A successful candidate will have the ability to lead audit projects, assess risk, determine root causes, recommend solutions, and build strong relationships across all levels of seniority within the firm. Serving as an internal consultant, this role provides frequent exposure to senior business leaders and the opportunity to drive impactful change throughout all areas of the firm. The position is based in the Boston office and includes leadership of a team of 4 individuals. RESPONSIBILITIES * Leading the insurance internal audit practice and overseeing execution of the insurance internal audit plan * Managing a team of 4 audit professionals focused on insurance operations and compliance * Overseeing Internal Audit projects and reporting into Managers located in New York * Managing audit-based aspects of U.S. insurance regulatory regimes, including state insurance departments, NAIC requirements, and federal oversight bodies * Helping drive the strategic direction and tactical execution of the risk-based Internal Audit Plan and risk assessment process * Executing internal audits by identifying and assessing the relevant financial, operational, legal/regulatory, and IT risks-including testing the design and effectiveness of mitigating controls * Collaborating on consulting engagements and special projects/analyses requested ad-hoc by Management * Developing process narratives, audit programs, and test procedures for assigned projects * Partnering with firm management to develop and implement corrective action plans in response to Internal Audit recommendations, best practices, and/or process improvements * Preparing audit reports and presenting recommended enhancements to Management * Maintaining awareness and knowledge of regulations in the insurance industry, general accounting principles, internal audit best practices, and best practices common in our businesses QUALIFICATIONS * Bachelor's degree from an accredited four-year university * 10+ years of working experience (experience at a Big 4 accounting or financial services firm is a strong plus) * Knowledgeable in insurance processes/risk (underwriting, claims, reserving, reinsurance, actuarial, investment management, etc.) * Relevant experience with insurance regulatory compliance and reporting requirements * Motivated self-starter who works well individually and in teams; Superior written and verbal communication skills; Able to provide professional skepticism with an inquisitive frame of mind * Professional certifications are a merit (e.g., CIA, CPA, CPCU, CLU, or other insurance designations) * Proficiency in Microsoft Office software (i.e., Excel, Word, PowerPoint) #LI-HYBRID 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 $170,000 - $215,000 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.
    $170k-215k yearly Auto-Apply 41d ago
  • Private Markets Treasury Operations Professional

    KKR & Co. Inc. 5.0company rating

    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 The Global Treasury team was recently formed within the Global Markets Operations group at KKR. The Global Treasury Team supports all treasury and cash management operations. This includes capital calls and distributions, deal funding and closing, bank account management, FX settlements, liquidity management, credit, and more. As the team shifts their focus to continuous improvement, they are seeking a high performing individual who excels when operating in a fast-paced, deadline-oriented environment. POSITION SUMMARY The Team is seeking a candidate with have 2-5 + years in a Treasury and/or cash management role, knowledge of Private Equity and the investment management industry is important. An ideal candidate will have strong EQ and interest in improving processes through technology. Treasury management system (Hazeltree), data warehouse, and data analysis experience is also valuable. RESPONSIBILITIES * Facilitate deal closings through proactive stakeholder and timeline coordination from account setup to transaction settlement * Raise FX and process FX settlements to fund bank accounts for settlements * Monitor and ensure timely loan repayments and cash flow management * Optimize yield strategies for uninvested capital across Private Market and Open-ended funds * Support implementation and enhancements of treasury management systems * Execute wire transfers for deal closings in accordance with firm's policy * Reconcile bank statements for KKR Funds and Holding Companies * Ensure compliance with audit requirements and SOX regulations * Assist Ad Hoc requests from cross functional Teams * Contribute to process standardization and efficiency improvements QUALIFICATIONS * 2-5 + years in a Treasury and/or cash management role * Strong organizational skills with ability to meet deadlines in a fast-paced environment * Attention to detail regarding wire fraud prevention, and ability to juggle multiple responsibilities * Process and technology oriented * Treasury Management System and banking portal experience * Proficiency in Microsoft Excel, proficiency in tableau and SQL is a plus * Self-starter with strong verbal and written communication skills * Accountable, with a strong sense of professionalism and integrity * #LI-DNI 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 60d+ ago
  • Head of Domestic Insurance Tax

    KKR & Co. Inc. 5.0company rating

    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. The Head of Domestic Insurance Tax will be a senior member of KKR's Global Tax Team, responsible for managing and optimizing the U.S. insurance group's tax reporting, compliance, and governance processes. In addition to leading financial reporting and compliance oversight, this role will work closely with the insurance tax structuring and planning teams to create effective connections between recurring tax activities and the firm's broader strategic initiatives. The successful candidate will bring deep technical expertise in insurance taxation, including ASC 740 considerations specific to insurance entities, as well as experience managing external advisors and internal stakeholder relationships across a complex, global organization. The ideal candidate will demonstrate strong leadership, communication, and organizational skills, with a proven ability to operate in a fast-paced, collaborative environment. RESPONSIBILITIES * Lead and manage the U.S. insurance tax compliance function, including oversight of federal, state, and local corporate and partnership income tax returns, insurance premium tax filings, insurance excise tax returns, and related estimated payments. * Supervise and review complex insurance-specific ASC 740 calculations for both U.S. GAAP and statutory financial reporting, including deferred tax asset admissibility under SSAP 101, DAC tax impacts, separate account treatment, and valuation allowance assessments. * Develop and maintain strong relationships with key internal stakeholders across Tax, Finance, Controllership, Legal, and Business Units to ensure alignment of compliance activities with financial reporting and strategic goals. * Coordinate closely with the insurance tax structuring and planning teams to ensure new transactions, reinsurance arrangements, and entity formations are properly reflected in tax filings and reporting. * Oversee engagement with external service providers-including accounting firms, advisors, and consultants-ensuring high-quality deliverables, efficient project management, and appropriate use of resources. * Monitor and analyze new tax legislation, regulatory changes, and administrative developments, evaluating their potential impact on the company's insurance operations and implementing necessary adjustments. * Manage insurance excise, state, and local tax issues, ensuring compliance with jurisdictional requirements and optimizing filing efficiency across multiple entities. * Support audit defense and examination activities with federal, state, and local tax authorities, including coordination of information requests and preparation of supporting documentation. * Drive continuous improvement and process optimization, including tax technology enhancements, workflow automation, documentation, and strengthened internal controls. * Mentor and develop junior team members, fostering a collaborative, high-performing environment that promotes learning and accountability. QUALIFICATIONS * Bachelor's degree in Accounting, Finance, or related field; Master's in Taxation and/or CPA designation strongly preferred. * 15+ years of progressive tax experience, including significant experience in public accounting and/or insurance industry tax departments. * Extensive knowledge of U.S. insurance company tax rules, including life and non-life taxation, reinsurance, and related filing requirements. * Strong expertise in ASC 740, including insurance-specific issues such as deferred tax asset admissibility, SSAP 101 limitations, and statutory versus GAAP reconciliations. * Working knowledge of insurance excise tax and multi-state insurance tax regimes, including premium, retaliatory, and franchise tax considerations. * Proven ability to manage external advisors and large-scale compliance projects, ensuring efficiency, accuracy, and alignment with corporate objectives. * Demonstrated success in building productive relationships with senior management, finance leadership, and cross-functional teams. * Excellent communication, analytical, and organizational skills, with the ability to explain complex tax issues to both technical and non-technical audiences. * Highly proactive, detail-oriented, and capable of managing multiple priorities in a dynamic environment. #LI-HYBRID 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 $175,000 - $240,000 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.
    $175k-240k yearly Auto-Apply 40d ago
  • Associate - Global Product Data Operations

    Morgan Stanley 4.6company rating

    Boston, MA job

    Department Investment Management (IM) Operations partners with the Investment Management and related teams of MSIM, by providing middle-office services including portfolio manager support, client services, portfolio transitions, market registration, product data, corporate actions. reconciliations and performance and attribution analysis services. Team The Global Product Data Team creates and maintains equity and fixed income securities and related reference data for Investment Teams, Surveillance, and other users of security master data. This includes a variety of equity instruments including common stocks, ADRs, GDRs, rights and warrants, and a variety of fixed income instruments including treasuries, mortgage-backed securities (MBS), asset backed securities (ABS), bank loans, collateralized debt and loan obligations (CDO, CLOs), municipal bonds and others. We also work to ensure the quality, completeness, and timeliness of the data for each of these types of instruments. We seeking someone to join our team as an Associate with a focus on maintaining MSIM's security master and related reference data, as well as work on strategic initiatives as we continue to provide quality data for our clients and reduce risk in our changing industry. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… What you'll do in the role: * Creating and managing securities with a focus on automation, data quality and risk mitigation. * Providing security master and reference data support to Front Office (PM's, Traders, Analysts) , Surveillance and other stakeholders across Asia, Europe, and America. Responding to all queries in a timely manner. * Reviewing exception reports such as those for Aladdin and proprietary systems on a daily basis and resolving the exceptions * Resolving cash and asset reconciliation exceptions including researching reference data points causing the breaks * Partnering with global teams in West Conshohoken, PA and Mumbai, India for security master related cleanup, new data points and related projects. What you'll bring to the role: * 2+ years of experience in the asset management side of the investment management industry. * Strong knowledge of investment instruments, their related reference data requirements and how they are expected to behave. * Knowledge of Aladdin applications, particularly Security Master, Dashboards, AladdinView and Reconciliation. Other modules such as Trade Entry, Explore a plus. * Proficiency with data querying tools such as PL/SQL and MSSQL a plus * Proficiency with market data providers such as Bloomberg and Refinitive a plus * Proficiency with automation tools such as Copilot, Alteryx, Ui Path and PowerBI a plus * Strong organizational skills with strict attention to detail. * Demonstrated success working in a high volume, high intensity environment. * Demonstrated commitment to risk control and management. * Demonstrated skills working on a global team including clear communication, being proactive, handoffs and escalation as needed. * Excellent oral and written communication skills. * Professional and decisive with outstanding business judgment and ability to see issues through to resolution. * Proficient computer skills, particularly with Microsoft Office (Excel) WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $65,000 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $65k-90k yearly Auto-Apply 20d ago
  • Legal Counsel

    Cambridge Associates 4.8company rating

    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: 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. Auto-Apply 60d+ ago
  • 2025 Technology Full-Time Analyst Program (Boston)

    Morgan Stanley Campus 4.6company rating

    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 4.6company rating

    Boston, MA job

    Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication * Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures * Lead, mentor, and supervise a team of Support and Service Professionals * Promote cross-training, learning, development and recognition of Service and Support Professionals within the market * Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals * Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution * Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls * Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs * Manage and oversee Support Professionals coverage for Financial Advisors in the Branch * Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements * Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight * Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies * Facilitate and manage resolution of client inquiries/requests Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 03/23/23 Morgan Stanley Business Service Officer Job Description * Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates * Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies * Additional operational oversight may be required * Administer other duties as delegates by the Market Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * Bachelor's degree required or equivalent education * Previous industry experience * Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required * Other licenses as required for the role or by management Knowledge/Skills * Effective written and verbal communication skills * Strong attention to detail * Ability to prioritize and resolve complex needs and escalate as necessary * Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies * Evidence of strong leadership and talent development capabilities * Previous supervisory experience preferred * Exceptional organizational and time management skills * Exceptional conflict resolution skills * Ability to manage relationships, motivate and lead groups of people at various levels throughout the market * Knowledge of Firm's Risk & Compliance policies * Ability to think strategically Reports to: * Market Business Service Officer Direct reports: * Support Professionals WHAT YOU CAN EXPECT FROM MORGAN STANLEY: 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 5d ago
  • Program Manager, People Analytics Enablement

    KKR & Co. Inc. 5.0company rating

    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. Role Overview The Program Manager, People Analytics Enablement will drive the execution, governance, and adoption of KKR's People Analytics roadmap. This role ensures that BI, data, and governance initiatives move from design to impact through structured processes, disciplined communication, and user enablement. You will act as the operational backbone of the function - orchestrating delivery, documentation, and governance while also leading change management and adoption efforts to ensure dashboards are understood, used, and valued by business partners and HR stakeholders. This is a high-visibility role ideal for a strong program operator with experience in analytics, data, or HR technology environments. Reporting to the Head of BI Analytics, you will quarterback cross-functional teams of data engineers, manage complex stakeholder relationships to adopt new technology, unblock obstacles, and ensure seamless delivery of enterprise-grade analytics capabilities that support KKR's global workforce strategy. Program & Delivery Management * Lead end-to-end program planning and execution for People Analytics initiatives (BI dashboards, data governance frameworks, enablement projects, and documentation). * Maintain and continuously refine the People Analytics roadmap, OKRs, and milestone tracking across all workstreams. * Oversee Jira workflow for ad hoc reporting requests and larger projects - from intake and triage through delivery and release - ensuring timely response and transparent prioritization. * Manage risk, dependencies, and resource planning across BI, Data Engineering, and HRIS teams. * Serve as the single point of truth for project status, blockers, and progress reporting. Operational Excellence & Enablement * Build and manage the release management framework, including dev → UAT → production workflows, release documentation, and communication. * Govern and structure Confluence documentation, ensuring consistent templates, ownership, and version control across dashboards and processes. * Drive process optimization - standardizing how the People Analytics team tracks work, communicates, and delivers. * Partner with BI developers to operationalize the Design Standards & Branding Framework across deliverables. Change Management and Enablement * Own and execute the change management strategy for new dashboards (e.g., attrition, recruiting, …) ensuring adoption, understanding, and sustained usage. * Develop and maintain enablement assets such as quick-start user guides, explainer videos or walkthroughs, FAQ and glossary pages linked to Confluence * Partner with Analytics Business Partners to coordinate training sessions, demos, and communications that drive awareness and confidence. * Lead dashboard adoption campaigns, track usage analytics, and identify opportunities to simplify or consolidate underused dashboards. * Gather and synthesize user feedback to inform continuous improvement in BI products. * Integrate enablement metrics (adoption, usage frequency, training participation) into People Analytics' reporting. Skills Governance & Data Operations Support * Partner with the Head of People BI Analytics to operationalize the Data Governance Framework ensuring clear ownership, access management, and documentation standards. * Maintain the Security Matrix, track access requests, and schedule periodic audits with HRIS and Data Engineering. * Support the Data Governance Council cadence preparing materials, action logs, and decision tracking. Cross-Functional Coordination & Communication * Coordinate across HRIS, Data Engineering, Analytics Business Partners, and BI teams to ensure cross-functional alignment and progress. * Run standing cadences - BI standups, steering committees, retrospectives, and leadership updates. * Manage communications and documentation for all releases, launches, and quarterly stakeholder reviews. * Partner with HR leadership to build transparency into People Analytics deliverables and outcomes. What You Bring Required Experience * 7-10 years of experience in program or project management, ideally within analytics, HR technology, or data environments * Bachelor's Degree * Proven record driving change management and enablement for BI or analytics platforms (e.g., Tableau, Power BI, Workday reporting). * Proven ability to manage complex, cross-functional programs with multiple stakeholders and dependencies. * Strong operational mindset - able to bring process structure to fast-moving teams. * Proficiency with Jira, Confluence, and collaboration tools (e.g., Smartsheet, Monday, or Asana). * Understanding of data lifecycle concepts (data warehouse, BI tools, QA/testing, release management). * Exceptional communication and stakeholder management skills - able to translate technical progress into executive language. Preferred * Experience in People Analytics, HR data, or Workday/Greenhouse ecosystems. * Experience working in a post-merger environment. * Familiarity with BI tools (Tableau, Power BI, Looker) and data visualization concepts. * Exposure to data governance and access control frameworks (RBAC). * Background in agile or hybrid delivery models and release management. * Demonstrated success in scaling analytics or data operations functions. Certifications (Preferred) * PMP, CAPM, or equivalent program management certification * Agile/Scrum certifications (CSM, PSM, SAFe) * Change management certifications (Prosci, CCMP) a plus Core Competencies * Program Orchestration: Passion for coordinating complex initiatives across multiple teams; you get energized by bringing order to complexity * Communication Skills: Clear, concise communicator who can distill complexity for different audiences and facilitate productive discussions * Stakeholder Management: Proven ability to build relationships, influence without authority, and navigate diverse perspectives * Change Leadership: Experience supporting organizational change with empathy, persistence, and pragmatism * Problem-Solving: Resourceful thinker who can navigate ambiguity, unblock obstacles, and find creative solutions * Attention to Detail: Organized approach to tracking dependencies, risks, and deliverables across multiple workstreams * Cultural Fit: You value kindness and collaboration as much as delivery excellence; you make the people around you better * Growth Mindset: You're eager to take on new challenges, learn from experienced leaders, and expand your capabilities This is the expected range of daily salary rate for this position. Actual daily salary rate may vary based on several factors, such as skill, experience, and qualification for the role. Hourly Rate $100 - $150 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.
    $108k-139k yearly est. Auto-Apply 32d ago
  • Events Manager

    Ngam Advisors, L.P 4.7company rating

    Boston, MA job

    Description This position will report to the SVP, Events. In this highly visible role, the incumbent will be responsible for the development and execution of end-to-end strategy for US & Latin America meetings and events. Meetings and events are defined as internal meetings, sales meetings, corporate and client-facing events. The candidate will possess the ability to deliver a high standard of meeting planning excellence to business stakeholders, clients and affiliates. In addition to sound and proven technical capabilities, the role requires strong and mature interpersonal skills at all levels internally and externally requiring a significant amount of collaboration throughout all levels of the organization. S/he should understand the business, corporate culture and be able to manage evolving priorities. S/he will be expected to contribute to broader department programs and company goals. A high level of initiative, self-motivation, flexibility, creativity and collaboration is required to develop, plan and execute successful meetings and events. This is a hybrid position located in Boston, MA. What you will do: In compliance with Natixis Investment Managers policies and relevant regulations, plan and organize internal and external business-related meetings and events. Collaborate with meeting stakeholders and internal partners to align and execute against strategic direction (i.e., Meeting objectives, desired outcomes, intended audience, content coordination, creative and innovative engagement techniques). Investigate, source, negotiate, and coordinate hotel and ancillary meeting services (includes contractors, vendors, onsite staff) while managing logistics of program functions, including but not limited to space set-up, food and beverage, transportation for external and internal (employee) events. Facilitate attendee experience through registration site design, event promotion and communications, and attendee management to support needs related to meeting attendance. Plan, coordinate, and execute webinars from concept to completion, including speaker preparation, platform set up, live event management, and post follow-up (recordings, performance reporting). Address all aspects of budget and billing, including development of and tracking against budgets, identification and capture of cost savings/cost avoidance efforts, reconciling master bill, coordinating payment to vendors, and managing meeting expenses. Oversee ordering, inventory, and distribution of promotional items to ensure brand consistency and timely availability for events, sales/internal needs. Ensure cost effectiveness and alignment with marketing strategies What you will bring: 3 - 5 years of demonstrated event management experience Proficiency in Spanish would be an advantage Experience with Cvent Event Management software program Strong project management and communication skills Solution oriented planning process Maintain an eye toward continuous, evolving improvement and application of ideas and efficiencies for programs and internal systems Experience with development of tactical plans to include meeting objectives and aligned activities to ensure a positive internal/external client experience. Understand affiliate and partner guidelines as well as Natixis Investment Manager's compliance guidelines. Learn and apply Natixis branding elements to all initiatives Must be comfortable collaborating with C-Suite level executives 10% - 15% travel within the US/Latin America 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*. For additional insight on working at Natixis, visit: ************************************************ #NatixisIMCulture 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. *Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits. 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.
    $99k-128k yearly est. Auto-Apply 60d ago
  • Head of Enterprise Risk

    Cambridge Associates 4.8company rating

    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: 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. Auto-Apply 60d+ ago
  • Principal Infrastructure Engineer

    KKR & Co. Inc. 5.0company rating

    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 4.8company rating

    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 11d ago
  • Investment Managing Director, Private Client

    Cambridge Associates 4.8company rating

    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: POSITION OVERVIEW We are seeking to hire an experienced investor at the Managing Director level who will work as part of an investment team to manage private client assets, constructing and managing client portfolios and communicating timely information to clients. Client portfolios range in size from $100 million to several billion dollars. Our investment teams function as the non-discretionary or discretionary investment manager for families in multiple jurisdictions throughout the US. They are guided by these objectives: · Generate top decile/quartile investment performance · Maintain high client satisfaction · Develop the next generation of talent The Managing Director will serve as a senior investment leader on the team, responsible for day-to-day oversight of investment portfolios, team management, and client engagement. Focus areas include leading client relationships (both discretionary and non-discretionary) interacting directly with key decision makers (family members, Board or IC members, Family Office staff and outside advisors), driving investment strategy and asset allocation, investment manager selection and evaluation, risk management, and investment performance monitoring. The Managing Director is also responsible for the management and development of the broader investment team. In addition to their work with existing clients, the Managing Director will partner with Global Client Solutions to pursue new client relationships. Responsibilities regarding new business development include building referral networks through strong work with existing clients and related outside advisors, partnering with business development professionals to qualify prospective clients, and leading pitches in conjunction with other investment team members. Job Description: RESPONSIBILITIES Lead investment team in creating and developing diversified portfolios to meet customized client objectives Select and evaluate investment managers for all asset classes Work with and present directly to clients; develop robust relationships with sophisticated clients, GPs, and centers of influence Develop and implement investment objectives, policies, and asset allocations for complex portfolios and trust structures Represent Cambridge Associates externally through marketing presentations, conferences and other business development opportunities Provide mentorship and leadership of the investment team, fostering a culture of excellence, innovation, and continuous improvement QUALIFICATIONS BA/BS required. An MBA or CFA strongly preferred Minimum of 20 years of investment experience ideally at an investment firm, a large institutional investor, or family office Well-developed network in the family office community Exceptional communication and negotiation skills with clients - ability to break down complex concepts, strong presence, careful listening, ability to adapt in the moment to concerns expressed, conviction articulating a path forward Deep investment acumen and capital markets experience; skilled at identifying and evaluating managers and building resilient relationships Commercially successful in building and retaining books of business Boston or New York; Boston preferred Base salary range for this role: Pay Range Minimum: 295000 Pay Range Maximum: 295000 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.
    $199k-284k yearly est. Auto-Apply 59d ago
  • Investment Analyst, Real Assets

    Cambridge Associates LLC 4.8company rating

    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. 51d ago
  • Full Stack Senior Software Engineer - Post Trade Systems

    KKR & Co. Inc. 5.0company rating

    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 The Investments Operations & Reference Data Technology Team is responsible for designing, developing, and maintaining the firm's strategic business systems supporting investment trading, pre- and post-trade allocation, market and reference data, trust compliance, cash management, and key risk control reporting. Our systems support a diverse range of financial instruments, primarily within Fixed Income, including investment-grade and high-yield bonds, commercial and residential mortgage loans, and various alternative asset-backed securities such as private securitizations. The firm also engages in derivative transactions to hedge risks associated with annuity liabilities originated from the insurance business. The team partners closely with the following groups: * Asset Allocation Team: Responsible for achieving optimal asset-liability matching, facilitating periodic portfolio rotations to enhance yield, and supporting large reinsurance transactions requiring timely asset deployment. * Investment Operations: Oversees the full trade lifecycle-ensuring timely and accurate processing of trade confirmations (via DTCC), settlements (via SWIFT), trust compliance for reinsurance deals, corporate action distribution, and remittance processing. The team manages commitments, generates DocuSign-based approval workflows for treasury wire movements, reconciles cash and bank transactions, and ensures adequate investable cash for trading. They also maintain accurate reference data across portfolios, legal entities, reinsurance parties, bank accounts, and trust agreements. * Data Operations: Maintains accuracy of security master and market data, manages multiple asset taxonomies for accounting, liquidity risk, and sector-based projections, and oversees data governance including cataloging, lineage tracking, and quality monitoring. In addition to supporting over 400 users across these core areas, the team also provides technology support to Core & Sector Analytics, Accounting, FP&A, Reinsurance, and Treasury Operations teams. Our technology stack primarily leverages the Mendix low-code platform for both front-end and back-end components. For compute-intensive workloads, we utilize distributed cloud computing in Python, with databases hosted on AWS Aurora and Redshift. The selected candidate will be based in the Boston (Brighton) office, working in person in office at least four days per week as part of the Investments Operations & Reference Data Technology team. The primary focus will be on the Investment Operations domain-initially within Trade Confirmations and Settlements, with opportunities to expand into other functional areas over time. RESPONSIBILITIES * Experience: 4-6 years in the financial services industry preferred, with familiarity in bonds, loans, and mortgage-backed securities. Specific knowledge of fixed income instruments is a strong plus. * Trade Confirmations: Working knowledge of DTCC CTM processes for public securities. * Trade Settlements: Understanding of SWIFT MT500 series messages. * Technical Skills: * Strong expertise in Python and Aurora RDS with test-driven development experience. * Proficiency in REST API development and advanced SQL. * Exposure to Next.js/React or FastAPI is advantageous but not required. * Familiarity with AWS services (ALB, EC2, Lambda, Secrets Manager) is expected. * Mendix Platform: Prior experience is an advantage but not required. Candidates must be willing to learn and complete Mendix's Rapid Application Developer course (instructions provided after initial interview). * Education: Bachelor's degree required. The role adheres to modern SDLC principles, including test-driven development, peer code reviews, and robust change management processes. The successful candidate will demonstrate strong technical acumen, effective communication, and the ability to collaborate across teams to deliver solutions under tight deadlines. Interpersonal and Leadership Skills * Client Service: Ability to build strong global relationships and communicate complex topics across varying levels of product expertise. * Communication: Strong written, verbal, and interpersonal skills, with confidence to engage persuasively with stakeholders and senior leadership. * Leadership: Critical thinking and thought leadership capabilities. * Accountability: Self-motivated and proactive with a strong sense of ownership and follow-through. * Teamwork: Collaborative and resilient in high-pressure environments. * Analytical Thinking: Excellent analytical and problem-solving skills with meticulous attention to detail. * Technical Proficiency: Strong command of Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and comfort working with modern web-based 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 $100,000 - $135,000 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-135k yearly Auto-Apply 60d+ ago
  • Financial Planning & Analysis Intern

    Cambridge Associates 4.8company rating

    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.
    $22.5 hourly Auto-Apply 11d ago

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