Associate Financial Advisor
Finance analyst job in Dartmouth, MA
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 461 Faunce Corner Road,Suite 1, North Dartmouth, MA
This job posting is anticipated to remain open for 30 days, from 26-Nov-2025. The posting may close early due to the volume of applicants.
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills
Can you see yourself...
Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
Hiring Minimum: $75400.00
Hiring Maximum: $80200.00
Read More About Job Overview
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.
Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Controller
Finance analyst job in Attleboro, MA
We are actively hiring Senior Accountants, Accounting Managers and Controllers to join our Full Time Engagement Professionals program in MA and RI! Robert Half can offer you an exciting finance and accounting career as a full-time permanent consultant. This means full-time annual salaried employment, competitive benefits while maintaining career flexibility, enhancing your skills and enjoying a variety of diverse clientele. It's a great way to gain new skills, system knowledge, and industry exposure that would not be available in a traditional position. You will enjoy the advantages of a position with a FORTUNE 500 corporation, recently voted one of the Best Places to Work by Forbes. This division of Robert Half is one of the fastest growing segments of the company!
About the Role
If you are looking for an exciting career opportunity and meet the requirements below, we would love to hear from you.
Responsibilities
8 years and above in accounting operations.
Manage monthly GL close process including reconciliations, review journal entries, prepaids and accruals for accuracy.
Review and prepare balance sheet reconciliations.
Prepare monthly financial statements.
Assist with audit requirements.
Experience with any mid to large tier ERP systems: Microsoft GP Dynamics, NetSuite, SAP, Oracle, etc.
Possess the aptitude of assessing the current situation, identify areas for improvement and create solutions.
Ability to identify opportunities to increase efficiency via process improvements, automation, etc.
Ability to collaborate and communicate well with all levels of management.
Enjoys change and embraces the philosophy of continuous learning.
Qualifications
8 years and above in accounting operations.
Required Skills
Experience with any mid to large tier ERP systems: Microsoft GP Dynamics, NetSuite, SAP, Oracle, etc.
Ability to identify opportunities to increase efficiency via process improvements, automation, etc.
Ability to collaborate and communicate well with all levels of management.
Pay range and compensation package
Full-time annual salaried employment, competitive benefits.
Equal Opportunity Statement
Robert Half is committed to diversity and inclusivity.
Finance Associate / Cost Accounting
Finance analyst job in Bristol, RI
About the Company
We're an innovative startup building the next generation of unmanned underwater vessels (UUVs) - autonomous systems designed to explore, protect, and operate beneath the ocean's surface. Our mission is to push the boundaries of marine technology, and we're looking for passionate people ready to grow with us.
As we scale production and expand operations, we're building out our finance function - and that's where you come in.
About the Role
As our Cost Accounting / Finance Associate, you'll be a key member of a small, agile finance team focused on building robust cost systems and financial processes from the ground up. You'll analyze production costs, partner with engineering and operations teams, and help us make smarter, data-driven decisions as we scale our manufacturing of cutting-edge marine systems.
This is a great opportunity for someone with a strong accounting foundation who wants to have real impact, learn fast, and grow with an emerging tech company.
What You'll Do
Build and maintain cost tracking systems for materials, labor, and overhead across UUV production and R&D programs.
Analyze manufacturing variances, identify cost drivers, and recommend efficiency improvements.
Partner with operations, supply chain, and engineering to ensure accurate cost allocation and reporting.
Support month-end close, accounting, reconciliations, and cost-of-goods-sold (COGS) reporting.
Assist with inventory valuation, BOM accuracy, Routings and cost roll-ups.
Contribute to financial models for pricing, proposals, and project forecasting.
Help design and implement scalable financial processes and ERP tools as the company grows.
Ensure compliance with internal controls and support audit preparation.
Support processes related to DCAA compliance and government contracting as the company expands into defense programs.
What You Bring
Education: Bachelor's degree in Accounting, Finance, or related field, Master or MBA preferred.
Experience: 3-5 years in cost accounting, finance or FP&A roles (preferably in a manufacturing, engineering, or hardware startup environment).
Preferred: CPA certification (or working toward it) and familiarity with DCAA compliance including FAR/CAS rules a plus.
Technical Skills:
Strong knowledge of cost accounting principles and GAAP.
Advanced Excel / Google Sheets skills (pivot tables, lookups, data modeling).
Experience with ERP systems (NetSuite, SAP, Microsoft Dynamics or similar).
Strong understanding of manufacturing processes, BOMs, Routings and inventory control.
Soft Skills:
Entrepreneurial mindset and eagerness to build from the ground up.
Analytical, detail-oriented, and comfortable in a fast-moving environment.
Excellent communication and collaboration skills across technical and non-technical teams.
Why Join Us
Be part of a pioneering team in autonomous marine technology.
Help shape the finance and cost accounting systems for a growing startup.
Career growth opportunities as we scale - potential to move into senior finance or operations roles.
A mission-driven, innovative culture that values initiative, curiosity, and collaboration.
Compensation package
Compensation: Base, equity, bonus, employee benefits, 401k, Unlimited PTO
Equal Opportunity Statement
Vatn is an equal opportunity employer, and we welcome candidates from all backgrounds to apply. We look forward to reviewing your application and potentially having you join our team in shaping the future of autonomous underwater exploration.
Enterprise Risk Oversight Analyst
Finance analyst job in Norwood, MA
The Enterprise Risk Oversight Analyst reports directly to the Enterprise Risk Strategist and Reporting Manager and provides analytical and program management support for Risk Appetite reporting and second line of defense oversight of key financial risks, which includes liquidity risk, market and interest rate risk and credit risk. This position works within the Chief Risk Officer (CRO) organization to perform risk management activities including risk analysis, monitoring and reporting. This work ensures sustainable risk management practices for managing risks in line with the Enterprise Risk Management Framework and within the Bank's Risk Appetite.
The Enterprise Risk Oversight Analyst is responsible for assisting in the execution of Risk Appetite reporting, oversight and analysis of trends and levels of risk exposure. The Enterprise Risk Oversight Analyst also supports key activities including developing and maintaining alignment between 1st and 2nd line for financial risk-related Policies, Programs, procedures, and controls. Additional responsibilities include supporting the Enterprise Risk Strategy and Reporting team in a variety of roles, comprising of subject matter support to Model Risk Management and Third Party Risk Management. The Enterprise Risk Oversight Analyst is an important role in the continued development and maturity of ERM, ensuring risk management activities are aligned with best practices and regulatory guidance.
Responsibilities include:
Supporting the quarterly execution, and assisting in the maturity, of Risk Appetite reporting across all risk domains, presented to Senior Management and the Board of Directors.
Maintaining, analyzing and validating existing and development of new risk appetite metrics and KRIs in risk management reporting. Establishing certification and further enhancements to the annual review processes related to risk appetite metrics.
Identifying, monitoring and providing effective challenge for 1st line activities and operating procedures to ensure proper governance and control are aligned with Rockland Trust's Risk Appetite, ERM Framework and within Regulatory Guidance.
Analyzing and monitoring emerging risks including current trends/industry risk events, future developments, significant changes to economic conditions, governmental policies and regulations that impact the Bank's risk management practices.
Working with the Enterprise Risk Strategist and Reporting Manager and Financial Risk Oversight Officer to ensure the proper identification, measurement, monitoring and reporting of liquidity risk, market and interest rate risk, and credit risk.
Assisting with the annual risk assessments and analysis of the applicable financial risk domains. Coordinating with the 1st line Treasury and Credit Risk functions to review functional processes, conduct risk assessments, provide effective challenge, and advise on risk oversight and risk management framework and policy questions
Ensuring the integration of Rockland Trust's ERM Framework throughout the Bank's liquidity, market and interest rate, and credit risk management activities. Continuing to refine and improve the 2nd line risk infrastructure to ensure that risk management practices are keeping pace as the organization grows and evolves.
Participating in the Risk and Control Self-Assessment (RCSA) process and assisting with development and maintenance of the risk and control library for applicable financial risks.
Maintaining knowledge of Regulatory Guidance related to liquidity, market and interest rate, and credit risk management practices, which includes analyzing and reporting on the impact of any proposed regulatory changes affecting these financial risks.
Assisting the Model Risk Management team by assessing the reasonableness and validity of the scenarios and assumptions used in financial models (e.g. shifts, slopes, and twists in the yield curve, asset betas, deposit betas, prepayment rates, default probabilities, loss given default, etc.) and assisting with oversight of model change management and the ongoing performance of financial models, as appropriate.
Assisting the TPRM team, as a designated subject matter expert, with financial viability assessments for vendors, including review of audited financial statements, 10Q, 10K or other appropriate financial documents.
Monitoring risk events and working with appropriate stakeholders to define root cause and support remediation plan actions, including operational risk incidents and issues related to financial risks.
Preparing periodic reports for the Risk Committee of the Board, Enterprise Risk Management Committee and other risk management committees, and presenting and participating in discussions, as appropriate.
Minimum Qualifications
Bachelor's degree required. Advanced degree or certification (MSF, MBA, CFA, FRM) preferred.
3-5 years performing second line risk oversight activities in an Enterprise Risk Management function at a financial institution or working within financial risk areas, such as a first line Treasury/ALM or Credit Risk function.
Knowledge of the banking industry and Regulatory Guidelines as they relate to risk management, liquidity, market and interest rate, and/or credit risk practices.
Excellent verbal and written communication skills.
Proven track record of establishing a proactive, constructive dialogue and partnering with professionals internally and externally.
Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: A competitive commission plan, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, paid illness time, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an Award Winning Wellness program and much more!
At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
eCommerce Planning Analyst
Finance analyst job in Boston, MA
Client: Worldwide Footwear Brand
Duration: 6 months+, 40 hours per week
Pay Range: $35-$40 per hour
Timeline for Hire: Around mid/late November
Job Description
Our client, a worldwide footwear brand in Boston, is seeking an eCommerce Planning Analyst to support its North American eCommerce team. The position is hybrid on-site 3 days per week with 2 days remote.
This role is key to driving business performance through data analysis, financial planning, and strategic insights. You'll work closely with Planning and Merchandising teams to build financial plans, analyze performance, and support both pre-season and in-season strategies across DTC, wholesale, and competitive markets.
Key Responsibilities
Analyze weekly sales performance including margin and inventory vs. budget, forecast, and prior year; identify risks and opportunities, and collaborate with cross-functional teams to drive business decisions.
Develop and deliver ad hoc reporting on sales activities, pricing, category performance, product sizing, and more; provide actionable insights and communicate findings effectively.
Support pre-season and in-season forecasting by building analytical tools using historical data, product plans, site activity, and market trends.
Execute plan and forecast updates across planning tools and systems.
Assist in coordinating team meetings and presentations.
Build strong working relationships with cross-functional partners including Merchandising, Commercial
Planning, Inventory & Demand Planning, Site Experience, Marketing, and Sales Operations.
Leverage site and consumer analytics to inform planning and strategy.
Collaborate with peers to ensure consistency, share best practices, and enhance systems knowledge.
Qualifications
Bachelor's degree with 1-3 years of experience in buying, planning, inventory management, site analytics, consulting, or finance.
Strong financial, analytical, and retail math skills with a desire to grow to expert level.
Proficiency in Microsoft Office Suite, especially Excel; ability to learn tools like Adobe Analytics, Power BI, and Edited.
Analytical mindset with the ability to identify trends, issues, and opportunities from data.
Strong problem-solving and critical thinking skills.
Excellent communication and stakeholder management abilities.
Proactive, self-starter attitude with a collaborative spirit.
M&A and Project Finance Associate
Finance analyst job in Boston, MA
We are seeking a detail-oriented professional to join our U.S. team to support project finance and M&A activities. The role will be heavily involved in building financial models, conducting due diligence for acquisitions, and preparing materials for internal investment committees and senior management approvals. Working closely with senior team members, this position will provide critical analytical support across financings, acquisitions, and partnerships
Key Responsibilities
Develop, maintain, and audit project- and portfolio-level detailed financial models for acquisitions, financings, and greenfield renewable energy projects.
Conduct valuation, cash flow projections, and scenario/sensitivity analyses.
Assist in the origination, evaluation, and execution of acquisition opportunities in the renewable energy sector.
Assist with due diligence for acquisitions and investments, coordinating inputs from technical, legal, and commercial workstreams.
Prepare presentations, memos, and investment packages for internal approvals and decision-making.
Support the structuring and execution of debt and tax equity financings under senior team guidance.
Research and analyze market trends, competitor activity, and policy developments to inform strategic decision-making.
Help track and organize documentation for transactions and financing processes.
Qualifications
Bachelor's degree in Finance, Economics, Business, Engineering, or related field (MBA or advanced degree a plus).
2-5 years of experience in project finance, investment banking, corporate development, or related field (renewable energy experience strongly preferred).
Strong technical skills in financial modeling, valuation, and Excel-based analysis.
Demonstrated experience supporting M&A and/or project finance transactions through diligence and closing.
Excellent writing and presentation skills, with the ability to distill complex analyses into clear internal materials.
Highly organized, detail-oriented, and able to manage multiple workstreams simultaneously.
Knowledge of renewable energy project development processes (wind, solar, storage) is a strong plus
What we offer
Steady job in an international company
Professional growth in fast developing team experienced in the field of renewable energy
Hybrid working model
Flexible working hours
Day off on your birthday
Benefits package:
Private medical care
Sharing the costs of professional training & courses
401 (k)
📩 Apply now and help us power a cleaner tomorrow.
Finance Manager
Finance analyst job in Boston, MA
About Topdrawer
Topdrawer designs tools for the impossibly creative.
Topdrawer was born in Tokyo and now operates 16 stunning stores across five major U.S. cities, with a growing direct-to-consumer luxury brand online. We serve a community of impossibly creative people with beautifully designed tools for living, traveling, and creating-fountain pens, notebooks, house shoes, small leather goods, sunglasses, bags, and ritual objects.
Our brand combines elevated Japanese design sensibility, European craft influences, and a uniquely personal retail experience that encourages presence, slowness, and intention. With strong in-store storytelling and an expanding digital presence, Topdrawer is evolving into a quiet powerhouse in modern luxury retail.
Finance Manager - Role Overview
As Finance Manager, you will be a key member of Topdrawer's home office leadership team, overseeing financial operations and supporting strategic growth across retail and e-commerce channels. Based in our Boston headquarters, you will manage day-to-day accounting and financial processes while partnering with leadership to provide insights, reporting, and forecasting that drive business decisions.
You are a detail-oriented financial professional with strong analytical skills, a hands-on approach, and a deep understanding of retail financial operations. You will ensure compliance, accuracy, and efficiency in all financial processes while also contributing to long-term planning, budgeting, and performance optimization.
Key Responsibilities
Financial Management & Reporting
Oversee all daily financial operations, including general ledger, accounts payable, accounts receivable, and payroll
Prepare, analyze, and present monthly, quarterly, and annual financial reports for leadership and ownership
Maintain accuracy and compliance in all financial records, adhering to GAAP and company standards
Develop and monitor financial KPIs to track business performance
Budgeting & Forecasting
Lead the annual budget process in collaboration with leadership
Manage rolling forecasts, cash flow analysis, and variance reporting
Provide financial modeling and scenario planning to support strategic initiatives
Business Partnership & Strategy
Partner with Store Operations, E-commerce, HR, and Supply Chain to align financial processes with business goals
Support decision-making with data-driven insights on sales, margin, and expense trends
Identify opportunities for cost savings and operational efficiency across the business
Compliance & Controls
Ensure compliance with federal, state, and local tax regulations
Maintain internal controls and safeguard company assets
Partner with external auditors and tax advisors to support filings and audits
You Are
A financial professional with 5-7 years of accounting and finance experience (retail or consumer goods preferred)
Experienced in budgeting, forecasting, and financial reporting, with strong knowledge of GAAP
Proficient with accounting systems (NetSuite, QuickBooks, or similar) and Excel/Google Sheets at an advanced level
Analytical, detail-oriented, and highly organized with excellent communication skills
Comfortable working independently in a fast-paced, entrepreneurial environment while also collaborating cross-functionally
Excited about design, sustainability, and supporting the growth of a creative, mission-driven brand
Why Join Topdrawer?
Be part of a global creative community rooted in timeless, functional design. Work for a mission-driven company that values originality, sustainability, and meaningful connections. Grow with a brand where your creativity, curiosity, and contributions truly matter.
Compensation & Benefits - Full-Time, Exempt
Salary Range: $90,000-$110,000 base depending on experience
Bonus potential tied to company and individual performance
Generous Employee Discount
Vacation and Sick Leave
Paid Holidays
Medical, Dental, and Vision Insurance
Flexible Spending Accounts (FSA) for Health and Dependent Care
Company-Paid Short-Term Disability (STD), Long-Term Disability (LTD), and Life Insurance
401(k) Retirement Plan (IRA) with Company Matching
Commuter Benefits
Topdrawer is an Equal Opportunity Employer and is proud to promote equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, military status, or any other applicable legally protected characteristic.
Physical Requirements: This role may require standing for extended periods and regularly lifting or moving items up to 50 lbs. Reasonable accommodations will be made to enable individuals with disabilities to perform essential job functions. If you need a reasonable accommodation during the application or hiring process, please contact *************************.
Topdrawer will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act.
Applicants must be legally authorized to work in the United States. Topdrawer does not provide visa sponsorship for this position
Virtual Financial Advisor
Finance analyst job in Boston, MA
Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers.
The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals.
The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client's information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Financial Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client's circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales goals. The Virtual Financial Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.
Primary responsibilities include
Focus on clients: Aspire to deliver world-class customer service
Drive sales: Analyze the client's investment needs and achieve sales growth goals by delivering an exceptional virtual experience
Build book of business: Proactively seek ways to develop and expand client relationships
Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals
Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills
Qualifications, Education, Certifications and/or Other Professional Credentials
Active Series 7, 66 (65 and 63), and life insurance licenses
Established track record of top-ranked sales performance
Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales
Able to adapt quickly to changing requirements or environments
Hours and Work Schedule
Hours per Week: 40
Work Schedule: Varies
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Auto-ApplyTech M&A Investment Banking Full-Time Analyst, Boston
Finance analyst job in Boston, MA
About Aeris PartnersAeris Partners is a market leading M&A investment bank serving software, SaaS, and other high growth technology markets. We advise world-class technology-focused private equity and venture capital firms and leading edge entrepreneur-owned companies on strategic mergers and acquisitions. Aeris is well known for its best-in-class approach to M&A execution, its data-driven approach, exceptional M&A outcomes, and its commitment to fostering a positive, collaborative, inclusive, entrepreneurial and team-oriented firm culture. Aeris transactions typically range in size from $200M to $2+ Billion and the firm is a registered broker-dealer and member of FINRA and SIPC.
Analyst Job DescriptionWe are seeking highly motivated technology M&A investment banking Analysts for our Boston office with an immediate start date. Analysts are given high levels of responsibility at Aeris, owning detailed, essential work products and working directly with experienced senior bankers on live deal teams to deliver superior outcomes for clients. In addition, the firm's focus on technology allows Analysts to gain a deep understanding of the broader technology industry, interacting on a regular basis with executives and investors. Aeris provides a unique training program for all Analysts. Throughout the 4-week program, training specific to the M&A process and tailored to the technology industry is interwoven with live project work to provide a meaningful, hands-on training experience that develops skills applicable far beyond the tech M&A field. Our firm culture encourages Analysts to proactively take on more responsibilities, allowing for continued learning over the course of the program. Ideal candidates bring knowledge of and passion for creative analytic thinking, finance, corporate strategy and / or financial valuation and analysis. We seek candidates with strong leadership skills, exceptional work ethic and interest in the technology industry. Although we prefer candidates with experience related to investment banking, we consider all candidates with strong academic credentials and demonstrated leadership qualities.Specific responsibilities include:
Work closely with analysts and associates in developing client presentations, pitches and other key deliverables
Build valuation models including transaction comparables, public company comparables, discounted cash flow, leveraged buyout, and premium-to-market analyses
Contribute to M&A strategy development discussions with senior M&A professionals
Actively interact with clients and buyers on calls and in meetings
Research and communicate compelling technology industry and company trends
Identify and manage strategic and financial buyers
Coordinate and support transaction due diligence activities and data room development
Desired skills and experience:
Undergraduate degree candidate from top-tier programs; exceptional academic performance
Candidates with a GPA of 3.5 or higher are preferred
Working knowledge of corporate finance, accounting, financial statements and valuation methodologies
Exceptional work ethic and positive, can-do attitude; enthusiastic team player
Excellent interpersonal and communication skills (verbal and written); ability to interact with corporate executives
Creative and entrepreneurial mindset; self-starter with ability to multitask and manage time effectively
Proven analytical, research, and problem-solving skills
Desire to develop business expertise in technology and software; passion for technology
Outstanding leadership skills
High degree of integrity and professionalism
Strong attention to detail
Must be eligible to work permanently in the United States
Finance Analyst Intern - Summer 2026
Finance analyst job in Boston, MA
Program Dates: June 1 - August 7, 2026 is $26 per hour This is a Boston based opportunity with a 4 day in office expectation (Monday - Thursday) with 1 day remote (Friday) At this time, Wayfair will not sponsor applicants for employment authorization for this position for the following work visas: STEM OPT EAD, H-1B, H-1B1, E-3, O-1, J-1, or TN
Who We Are:
Do you like distilling complex problems into actionable solutions? Are you able to quantify costs, understand their business impact, and communicate the tradeoffs? Do you want to use data to identify key opportunities and drive multi-million dollar investment decisions for Wayfair's various business segments? The Strategic Finance team owns all forecasting and financial reporting for our growing global business and acts as a strategic partner to each of our business units to ensure we are supporting Wayfair's growth while also making sound financial decisions for the business. We are a diverse and fun crew - come join us!
What You'll Do:
* Prepare financial analyses/models to support leadership decision making
* Support ad-hoc analytical requests both from finance and stakeholder teams
* Identify key performance indicators (KPIs) across the business, communicate variances over time, and partner with senior leaders to drive improvements
* Automate dashboards and monthly reporting materials (including historicals & forecast) for leadership meetings through Google DataStudio and Looker
* Learn and develop in a hands on environment where you will be owning / supporting projects and receive frequent feedback and coaching
What You'll Need:
Basic Qualifications:
* Currently pursuing a Bachelors in Finance, Economics, Business or Analytics with the expectation that degree will be obtained between December 2026 and Summer 2027
* Minimum GPA of 3.0
* Must be returning to the course of study following completion of the internship
* Authorization to work in the United States without visa sponsorship by Wayfair now or in the future. Visa sponsorship includes the following work visas: STEM OPT EAD, H-1B, H-1B1, E-3, O-1, J-1, or TN
* Proficiency in working with large and/or complex data to drive actionable insights in at least 1 of the following (a) Excel or Google Sheets and (b) SQL, GBQ, or an equivalent
Preferred Qualifications:
* Interest in a Finance role that is strategy focused
* Ability to work in an environment that requires being a self starter and team player
* Ability to simplify complex data, identify core themes, and provide actionable solutions (e.g., critical thinking & problem solving skills)
* Detail oriented and enjoys tackling new challenges
* Ability to effectively communicate both to leadership within the Finance team and stakeholder teams
* Strong comfort level and appetite to use AI in daily workflower teams
Why You'll Love Wayfair:
Wayfair was selected as a top 100 Internship program for 2025 by Yello & WayUp! We take pride in delivering a best in-class experience! Our 10-week summer internship program is designed to give you a feel for what it would be like to work at Wayfair as a full-time employee. You'll be assigned real projects and contribute directly to your team's goals and objectives.
Throughout the Internship Program, we provide interns with the opportunity to engage in social and community building activities including:
* A calendar of intern events including social networking, professional development and a leadership dialogue series
* Formalized mentorship program along with an assigned reporting manager for impactful professional development and feedback
* Skills-based training
* Dialogue events with senior leaders to provide a holistic view of all functions at Wayfair
* Coffee chat opportunities for interns to get to know one another
* Volunteer opportunities
* Intern-wide innovation project designed to teach interns skills for handling ambiguous business problems
* Intern Appreciation Day celebration
* Events throughout Boston which allow interns to explore what the city has to offer including a Red Sox game, and Boston Harbor boat cruise.
Purpose & Inclusion at Wayfair:
At Wayfair, we pride ourselves on fostering an environment where every individual experiences a fair and equitable employee journey. We are committed to developing targeted resources that raise awareness around inclusion and eliminate barriers, ensuring Wayfair provides a fair and inclusive workplace experience for everyone.
Social Impact & Responsibility:
At Wayfair, we focus on helping people on their journey to home - specifically those who have lost their way from home. We do this by leveraging our best assets, such as collaborating with leading nonprofit organizations, coordinating in-kind product donations, empowering our employees to get involved through paid volunteer time off programs, and encouraging our customers to donate. This multi-faceted approach allows us to support communities in need in authentic ways that align with Wayfair's broader mission of helping everyone, anywhere create their sense of home.
Assistance for Individuals with Disabilities
Wayfair is fully committed to providing equal opportunities for all individuals, including individuals with disabilities. As part of this commitment, Wayfair will make reasonable accommodations to the known physical or mental limitations of qualified individuals with disabilities, unless doing so would impose an undue hardship on business operations. If you require a reasonable accommodation to participate in the job application or interview process, please let us know by completing our Accomodations for Applicants form.
Need Technical Assistance?
For more information about applying for a career at wayfair, visit our FAQ page here.
About Wayfair Inc.
Wayfair is one of the world's largest online destinations for the home. Whether you work in our global headquarters in Boston, or in our warehouses or offices throughout the world, we're reinventing the way people shop for their homes. Through our commitment to industry-leading technology and creative problem-solving, we are confident that Wayfair will be home to the most rewarding work of your career. If you're looking for rapid growth, constant learning, and dynamic challenges, then you'll find that amazing career opportunities are knocking.
No matter who you are, Wayfair is a place you can call home. We're a community of innovators, risk-takers, and trailblazers who celebrate our differences, and know that our unique perspectives make us stronger, smarter, and well-positioned for success. We value and rely on the collective voices of our employees, customers, community, and suppliers to help guide us as we build a better Wayfair - and world - for all. Every voice, every perspective matters. That's why we're proud to be an equal opportunity employer. We do not discriminate on the basis of race, color, ethnicity, ancestry, religion, sex, national origin, sexual orientation, age, citizenship status, marital status, disability, gender identity, gender expression, veteran status, genetic information, or any other legally protected characteristic.
Your personal data is processed in accordance with our Candidate Privacy Notice (***************************************** If you have any questions or wish to exercise your rights under applicable privacy and data protection laws, please contact us at *********************************.
Easy ApplySenior Investment Banking Financial Analyst
Finance analyst job in Boston, MA
Duties and Responsibilities
Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value.
This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include:
Financial modeling and analysis across a wide range of industries
Drafting descriptive memoranda for sale and financing assignments
Creating materials for advisory assignments, including fairness and valuation opinion presentations
Identifying, evaluating and contacting potential targets or acquirers
Organizing and coordinating due diligence sessions with transaction counterparties
Preparing presentations and pitch material for the solicitation of new business
Writing research reports on select industries and sectors
Culture
Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program.
Qualifications
The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred.
About TM Capital:
TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years.
TM Capital is an Equal Opportunity Employer.
(2027 Bachelor's/Master's graduates) Accounting/Business/Finance Consulting Analyst/Associate Intern (Summer 2026)
Finance analyst job in Boston, MA
If your background is in Accounting, Business, or Finance, learn more about internship opportunities at Charles River Associates!
Charles River Associates is a leading global consulting firm that provides economic, financial, and business management expertise to major law firms, corporations, and governments around the world. CRA advises clients on economic and financial matters pertaining to litigation and regulatory proceedings, and guides corporations through critical business strategy and performance-related issues. Since 1965, clients have engaged CRA for its combination of industry experience and rigorous, fact-based analysis that provide clients with clear, implementable solutions to complex business concerns.
Practices seeking to hire candidates with this profile include (hiring locations listed):
Finance (Chicago, Boston)
Our Finance experts work on valuation issues (shareholder class actions and other corporate valuation disputes), as well as matters focused on the functioning of financial markets and institutions (alleged market manipulation and insider trading).
Forensic Services - Forensic Accounting (Boston, Chicago)
Our Forensic Services practice uses cross-trained forensic professionals to assist companies and their counsel in independently responding to allegations of fraud, waste, abuse, misconduct, and non-compliance.
Intellectual Property (Houston, New York)
Our Intellectual Property team provides expert witness testimony regarding economic damages as well as non-litigation consulting services including valuation and compliance for all types of intellectual property to assist clients in achieving their strategic and financial objectives.
Learn more about our work by reviewing our Services and Industries on our website.
Position Overview
Our Summer Analyst/Associate Internship program mirrors the analyst experience to give you an understanding of our business and experience project work at Charles River Associates. Throughout the 8-10 week program, Analyst/Associate Interns work alongside senior colleagues to deliver live client consulting projects within the practice area. Along the way, you'll benefit from professional development and wellness support programs, social events to connect you with peers and a collegial work environment. Successful interns will be offered a full-time position following graduation.
During the internship program, you may work on many aspects of a project:
Work alongside, and in a collaborative environment with, talented and diverse colleagues, including PhD-trained economists, finance and accounting professionals (CFAs and CPAs), and valuation experts;
Conduct economic and industry research while analyzing client materials to build an understanding of a case's issues;
Perform/develop financial and economic analyses or valuation models to support case theories and present those results to colleagues and clients;
Program, build models, and perform regression analyses using languages such as Excel, Stata, R, Python, SQL, or SAS;
Investigate accounting irregularities and respond to allegations of fraud, misconduct, waste, and abuse;
Use your accounting and financial skills to prepare analyses of financial data, including financial models, for litigation and expert reports and testimony;
Investigate and analyze financial evidence, including financial records and transactions, to identify trends and anomalies, and clearly and concisely organize and summarize your findings;
Leverage your database skills to effectively analyze large data sets;
Communicate with team members, clients, and other professionals, to share investigative and analytical findings, and assist with the drafting of written reports to summarize procedures performed and findings.
Check out our blog about
a typical day at CRA
and how you can make an
impact
!
Desired Qualifications
Bachelor's or Master's degree candidates graduating in December 2026/Summer 2027 with an academic focus in Accounting, Business, Finance, or a related area;
Solid working knowledge of finance, accounting, and economic methodologies;
Command of a broad range of research and quantitative analysis skills (including strong Excel skills);
Familiarity with generally accepted accounting principles, corporate governance, and regulatory environments;
Experience in gathering, standardizing, and analyzing voluminous transactional data;
Experience in data analysis and intelligence gathering, including querying and mining large data sets to discover transaction patterns, examining financial data, and filtering for targeted information;
Curious and analytical thinkers who bring creative approaches to non-standard problems;
Effective written and oral communication skills;
Demonstrated high level of initiative and leadership;
Strong teamwork and collaboration capabilities;
Excellent time management and task prioritization skills;
Clear and demonstrated interest in consulting through coursework, work experience, activities, or attendance at CRA recruiting events.
To Apply
To be considered for a position in the United States, we require the following:
Resume - please include current address, personal email and telephone number;
Cover letter - please describe your interest in CRA and how this role matches your goals. Also, please note if you have interest in a particular practice and/or a location preference;
Transcript - may be unofficial.
If you are interested in applying for one of our international locations, please visit our Careers site to view and apply for available jobs.
Please also note that candidate resume review will commence October 15, and continue on a rolling basis until positions are filled.
Career Growth and Benefits
CRA's robust skills development programs, including a commitment to offering 100 hours of training annually through formal and informal programs, encourage you to thrive as an individual and team member. Beginning with research and analysis skill building, training continues with technical training, presentation skills, internal seminars, and career mentoring and performance coaching from an assigned senior colleague. Additional leadership and collaboration opportunities exist through internal firm development activities.
We offer a comprehensive total rewards program including a superior benefits package, wellness programming to support physical, mental, emotional and financial well-being, and in-house immigration support for foreign nationals and international business travelers.
Work Location Flexibility
CRA creates a work environment that enables our colleagues to benefit from being together in the office to best deliver on our promise of career growth, mentorship and inclusivity. At the same time, we recognize that individuals realize a range of benefits when working from home periodically. We currently ask that individuals spend 3 to 4 days a week on average working in the office (which may include traveling to another CRA office or to a client's location), with specific days determined in coordination with your practice or team.
Our Commitment to Equal Employment Opportunity
Charles River Associates is an equal opportunity employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, status as a protected veteran, or any other protected characteristic under applicable law.
The city of New York, the District of Columbia, and the state of California require CRA to include a good-faith estimate of the wage range for this role. This range is specific to individuals applying to work in our New York, California, and Washington DC offices and considers several factors including but not limited to experience, education level, and expertise. A good-faith estimate of the base wage range for this role is $30 - $36 per hour; actual total compensation may also include benefits and bonus.
Auto-ApplyAnalyst, Equity Portfolio Management
Finance analyst job in Boston, MA
Acadian Asset Management is a global, systematic investment manager at the forefront of data-driven investing since 1986. Headquartered in Boston, with locations in Singapore, London, and Sydney, we manage over $120 billion on behalf of leading institutions worldwide-including pension funds, endowments, foundations, and sovereign wealth funds. We harness advanced technology, rich datasets, and multidisciplinary expertise to help clients navigate complex markets and uncover insights that may be overlooked by traditional approaches.
What sets Acadian apart is our people. We foster a collaborative, intellectually curious environment where ideas are tested, diverse perspectives are welcomed, and innovation thrives. We're united by a shared purpose: delivering effective client outcomes and supporting one another in work that's both challenging and rewarding. We offer a flexible hybrid work environment, strong benefits, and a casual but focused office culture-all designed to support the meaningful, collaborative work that defines Acadian.
Position Overview:
We are seeking an Analyst to join our Equity Portfolio Management team in Boston. Our Equity Portfolio Management team oversees our benchmark-relative active quantitative equity strategies from Boston, London, Sydney and Singapore. This role is based in Boston. You will work with portfolio managers in Boston and around the world to enhance our investment process and help provide solutions to clients through rigorous quantitative analyses.
Acadian supports a hybrid work environment; employees are on-site in the Boston office 3 days a week.
What You'll Do:
* Support members of the Equity Portfolio Management team in various aspects of portfolio management, including oversight and research.
* Assist in the analysis of the drivers of performance of various equity strategies.
* Assist in responding to ad-hoc queries from clients, consultants, and prospects.
* Collaborate with other members of the team to identify and deploy enhancements to our investment process.
* Develop a strong understanding of the Acadian equity investment process
We're Looking for Teammates With:
* Bachelor's degree in a quantitative field is required. Advanced degree in economics, finance, mathematics, computer science, engineering, physics, or similar discipline preferred.
* 1-3 years of experience in finance, preferably asset management, with emphasis on quantitative investing and risk management. Strong knowledge of quantitative models and techniques.
* Strong programming background required, e.g., in Python
* Willingness and ability to work in a collegial, result-focused environment
* Strong verbal and written communications skills
The base salary range for this role is $110,000 - $120,000 per year. Actual compensation will be determined based on a candidate's skills, qualifications, and relevant experience. In addition to base pay, this position may be eligible for discretionary incentive compensation and includes participation in Acadian's comprehensive benefits program, which includes health, retirement, and wellness offerings.
To apply for this position or view Acadian's open roles, please visit the Careers section of our website at: ******************************************************* We will contact only selected candidates. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at ****************************.
Acadian Asset Management LLC is committed to providing equal employment opportunity to all employees and applicants. No employee or applicant shall be discriminated against on the basis of gender, race, creed, color, sex, age, national origin, marital status, pregnancy or parenthood, veteran status, citizenship status, disability, gender identity, or sexual orientation.
Auto-Apply2026 - Commercial & Investment Bank - Investment Banking Summer Associate Program
Finance analyst job in Boston, MA
JobID: 210659377 JobSchedule: Full time JobShift: Base Pay/Salary: San Francisco,CA $68,640.00-$225,000.00; Chicago,IL $60,000.00-$225,000.00; Boston,MA $60,000.00-$225,000.00; New York,NY $64,350.00-$225,000.00
Spend your summer working alongside the top professionals in the business to come up with solutions that shape the global economy. Our bankers are focused on long-term relationships and developing strategies that help our government, institutional and corporate clients grow and innovate; they do this by providing sound advice, helping them access funds and making connections, all while helping clients manage the many risks in today's complex environment. Our industry and product teams work together to develop and execute strategies that help our clients grow and achieve their objectives in today's global markets.
As an Investment Banking Summer Associate within our team, you will collaborate with leading professionals to devise solutions that influence the global economy. You will focus on building long-term relationships and crafting strategies that support the growth and innovation of our government, institutional, and corporate clients. Your role will involve offering sound advice, facilitating access to capital, and fostering connections, all while assisting clients in navigating the complexities and risks of the current environment. You will work alongside our industry and product teams to develop and implement strategies that enable our clients to expand and meet their goals in the global market.
Our industry and product teams work together to develop and execute strategies that help our clients grow and achieve their objectives in today's global markets. The Investment Banking Summer Associate Program spans the following industry and product teams: Consumer & Retail, Diversified Industries, Financial Institutions, Healthcare, Latin America Advisory, Leveraged Finance, Media & Communications, Mergers & Acquisitions, Mid-Cap Investment Banking, Natural Resources, Real Estate, and Technology.
Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. We'll give you what you need to succeed from training to mentoring from senior leaders to projects that engage all your skills.
What to expect
Our nine-week program kicks off with four days of orientation and training, giving you technical and practical skills. Top performers may receive a full-time job offer at the end of the summer.
Job responsibilities
* Analyzing market data, building detailed financial models and preparing client presentations for mergers and acquisitions, leveraged buyouts and capital markets advisory
* Managing client transactions from pitch to close under the guidance of our senior leaders
* Coming up with innovative and creative ways to solve complex, real-world business challenges
* Learning how we help clients and communities grow, no matter their needs
* Sharpening your technical skills
* Building your professional network with mentors, senior executives and others
Required qualifications, capabilities, and skills
* Pursuing an MBA degree with an expected graduation date of December 2026 - June 2027
* Enrolled in an MBA program in the U.S.
* Excellent analytical, quantitative and interpretative skills
* Strong writing, communication and interpersonal skills
* Ability to thrive in a dynamic, collaborative work environment
* Being adaptable, flexible and resilient
* Knowing your way around Excel, PowerPoint and Word
* Fluency in English
Locations and groups you may join:
* New York City: All groups
* Boston: Technology
* Chicago: Diversified Industries, Mergers & Acquisitions
* Houston: Natural Resources (Oil & Gas)
* San Francisco: Healthcare, Mergers & Acquisitions, Technology
Join us
At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it's important to complete all relevant application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet certain required qualifications.
JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
2025 JPMorganChase. JPMorganChase is an equal opportunity and affirmative action employer Disability/Veteran
Auto-ApplyFinancial Analyst Intern, application via RippleMatch
Finance analyst job in Boston, MA
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent.
About RippleMatch
RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers.
Requirements for the role
Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field.
Basic understanding of financial concepts, including financial modeling, valuation, and analysis.
Proficiency with Excel and experience with financial analysis software and tools.
Strong analytical skills, with the ability to interpret financial data and generate insights.
Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines.
Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members.
Attention to detail and a commitment to accuracy in financial reporting and analysis.
Eagerness to learn and adapt in a fast-paced environment.
Initiative to take on projects and a proactive approach to problem-solving.
Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.
Auto-ApplySenior Analyst, Investment Accounting
Finance analyst job in Boston, MA
About Global Atlantic
Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit ***********************
POSITION OVERVIEW
Global Atlantic is seeking a candidate to join the Investment Accounting COE team and support the review of the reconciliation between Clearwater and GL ensuring accuracy, integrity and adequate substantiation of the investment balances supporting the GAAP and STAT Investment Controllership areas within Investment Accounting.
This individual would be required to bridge the operations and the accounting for investment activity to support the accounting and reporting. This position will also support cross functional initiatives related to process enhancements and redesign related to achieving concurrent and consistent delivery of investment results across multiple basis.
Responsibilities include, but are not limited to:
Assist with the preparation of investment-related reconciliations for US GAAP and statutory reporting purposes
Support the Investment Accounting team with the clearing and reconciliation of investment-related transactions processed in various financial subledgers
Team with Investment Accounting third-party service providers and finance-wide stakeholders to ensure timely clearing and proper recognition of investment-related transactions in the general ledger
Support monthly monitoring and substantiation of investment-related suspense accounts
Provide support for audit requests
Assist with ad-hoc projects as needed
QUALIFICATIONS
BS in Finance, Accounting, Economics, Business, or a related major. CPA, MBA preferred
4+ years relevant professional experience in Investment Accounting with experience in reconciliation and general ledger processes or Investment Operations
Strong understanding of investment accounting principles under US GAAP and STAT
Excellent computer skills, including MS Excel, knowledge of Hyperion query tools (FCC, Essbase), Peoplesoft platforms and data analysis tools is a plus.
Strong focus on process improvement and automation and analytical skills
Ability to successfully handle competing priorities and multiple deliverables
Experience with Clearwater Analytics or similar investment accounting platforms preferred
Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office.
Global Atlantic's base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic's total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives.
The base salary range for this position is $80,000-$110,000.
#LI-KS1
Privacy Statement
Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to *****************
Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.
Auto-ApplyM&A - Investment Banking - Analyst
Finance analyst job in Boston, MA
ALANTRA is a global investment banking, asset management and portfolio advisory firm focusing on the mid-market with offices in 22 countries across Europe, the US, Latin America and Asia. With over 500 professionals, the firm is publicly listed since 2015 with a €600Mn market capitalization as of February 2020.
Its Investment Banking division employs over 250 professionals, providing independent advice on M&A, debt advisory, financial restructuring, and capital markets transactions. In Asset Management, Alantra offers its clients unique access to a wide range of investment strategies (direct investments, fund of funds, co-investments and secondaries) in six highly specialized asset management classes (private equity, active funds, private debt, infrastructure, real estate and venture capital) as well as private wealth management services. Alantra's portfolio advisory team is the leading portfolio advisory unit in Europe, with over 150 seasoned professionals across the UK, Spain, Ireland, Italy, Portugal and Greece dedicated to transaction execution, structuring, pricing, modelling and data enhancement in relation to credit portfolios and banking platform.
For more information, visit ***************
Job Description:
About Alantra
ALANTRA is a global mid-market investment banking and asset management firm with offices across Europe, the U.S., Asia and Latin America. Its Investment Banking division employs over 500 highly talented and experienced professionals spread across 24 offices in 20 countries, providing independent advice on M&A, capital raising, financial restructuring, credit portfolio, and capital markets transactions. For more information, visit ***************.
Alantra's U.S. business, headquartered in Boston, MA, has specialized in domestic and cross-border mid-market acquisitions and divestitures involving family-owned businesses, multi-national corporations, and private equity investors for over 40 years. The team offers broad sector expertise across a range of industries, including Consumer, Financial Services, Industrials and Technology, and is focused on executing a strategic growth plan to expand its capabilities and expertise.
Overview
ALANTRA is seeking to hire an Investment Banking Analyst to help support its M&A and capital raising advisory business. The position will be located in Boston, MA. The ideal candidate will have relevant experience in the field and be able to meaningfully contribute to the group on Day 1 with little hands-on training. The Analyst will have the opportunity to work directly with Alantra's US Managing Directors. The environment at Alantra is both collegial and entrepreneurial. Teamwork is essential to the firm's success. At the same time, creativity and new ideas are welcomed. The ideal candidate should be motivated, creative, outgoing, and possess a strong background in finance and accounting.
Responsibilities
* Conduct industry research and perform individual company analysis
* Develop financial analysis and models
* Support creation of client proposals and presentations
* Manage data room and coordinate due diligence process
* Recruit, supervise, and develop Interns
* Perform other duties and responsibilities as assigned
Requirements:
Qualifications / Requirements
* Relevant prior experience in the field of corporate finance required
* Bachelor's degree required; focus in business, finance, accounting preferred
* Knowledge of M&A and capital raising (debt and equity) practices is essential
* Solid finance/accounting knowledge; ability to analyze and value businesses
* Exceptional interpersonal and presentation skills
* Excellent analytical, creative, and strategic thinking skills
* Team player mentality combined with the ability to work independently
* Strong organization skills with ability to multi-task and prioritize deliverables
* Advanced Microsoft Office suite skills; Expert in Excel and PowerPoint
* FINRA Series 79/7 and 63 licenses are required, or to be obtained within the first six months of employment
2027 Investment Banking Summer Analyst
Finance analyst job in Boston, MA
Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership.
William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.
We are committed to our people and culture, values, clients, and local communities.
What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries.
We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.
We work tirelessly to create an inclusive culture and take pride in fostering employees' professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.
Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder.
We invite you to learn about how we are seeking excellence in everything we do and empowering our clients' success with passion, creativity, and rigor. For more information, visit williamblair.com.
William Blair's investment banking group enables corporations, financial sponsors, and owner/entrepreneurs around the world to achieve their growth, liquidity, and financing objectives. Our global footprint provides opportunities to deliver highly strategic advice to market-leading companies around the world. We provide the industry's brightest minds with the opportunity to thrive in an energetic, entrepreneurial environment and team-oriented culture.
As a summer analyst at William Blair you will have the opportunity to harness your potential by being part of a culture of collaboration and accountability that offers compelling work and direct client exposure from the very beginning. Your personal and professional growth will be accelerated by working alongside senior bankers who have a vested interest in your development.
We know you have choices on how you spend your summer but encourage you to apply for William Blair's 2027 Investment Banking Summer Analyst Program and be part of an organization that fosters innovation and invests in our most important asset, our people.
The summer program provides all summer analysts with unique opportunities to:
Work alongside current analysts, associates, and senior bankers over the course of a 9-week program
Be placed into a sector coverage team (group and process dependent on location)
Take on all functions of a full-time analyst
Receive direct client exposure in a culture of collaboration and accountability
Work alongside and support senior bankers in research and creation of pitch materials
Build financial models to value potential clients
Research industries or sectors in targeting certain clients or industries
Play integral role in various deals
Be a part of an energetic, entrepreneurial environment
Experience a team-oriented culture focused on client service excellence
Be a part of a firm that is 100% owned by active partners
Join a team that is focused on developing highly talented people who want to build a long-term career and have an immediate impact
Qualifications:
Pursuing undergraduate bachelor's degree with anticipated graduation between December 2027 - July 2028
Cumulative GPA of 3.5 or above preferred (but open to all applicants)
Undergraduate major: all majors considered
General understanding of accounting and finance
Strong analytical and quantitative skills
Exceptional verbal and written communication skills
Strong computer skills, specifically Microsoft Excel, Word, and PowerPoint
You are adaptable in an ever-changing environment and can manage through change with a high degree of emotional maturity
You are highly motivated, detail oriented, and thrive in a collaborative environment
Willingness to join one of our offices in Atlanta, Boston, Charlotte, Chicago, Los Angeles, San Francisco, or New York
Throughout the 9-week program, summer analysts are evaluated for opportunities in our full-time class, upon graduation.
Once you complete your application, you will receive a link to complete our pre-interview assessment, Suited, which will need to be completed within 48 hours. Please monitor your spam folder, as the email may get caught in spam filters.
William Blair is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.
Application Deadline:
Apply by January 22nd to be considered for this opportunity.
A reasonable estimate of the current base salary range at time of posting is below.
Salary Range$110,000-$110,000 USD
William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v
Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.
Download William Blair's privacy policies for job applicants:
California Consumer Privacy Act Privacy Notice (CCPA)
General Data Protection Regulation Privacy Notice (GDPR)
Contact us should you have any questions or concerns.
Auto-ApplyTech M&A Investment Banking Full-Time Analyst, Boston
Finance analyst job in Boston, MA
About Aeris PartnersAeris Partners is a market leading M&A investment bank serving software, SaaS, and other high growth technology markets. We advise world-class technology-focused private equity and venture capital firms and leading edge entrepreneur-owned companies on strategic mergers and acquisitions. Aeris is well known for its best-in-class approach to M&A execution, its data-driven approach, exceptional M&A outcomes, and its commitment to fostering a positive, collaborative, inclusive, entrepreneurial and team-oriented firm culture. Aeris transactions typically range in size from $200M to $2+ Billion and the firm is a registered broker-dealer and member of FINRA and SIPC.
Analyst Job DescriptionWe are seeking highly motivated technology M&A investment banking Analysts for our Boston office with an immediate start date. Analysts are given high levels of responsibility at Aeris, owning detailed, essential work products and working directly with experienced senior bankers on live deal teams to deliver superior outcomes for clients. In addition, the firm's focus on technology allows Analysts to gain a deep understanding of the broader technology industry, interacting on a regular basis with executives and investors. Aeris provides a unique training program for all Analysts. Throughout the 4-week program, training specific to the M&A process and tailored to the technology industry is interwoven with live project work to provide a meaningful, hands-on training experience that develops skills applicable far beyond the tech M&A field. Our firm culture encourages Analysts to proactively take on more responsibilities, allowing for continued learning over the course of the program. Ideal candidates bring knowledge of and passion for creative analytic thinking, finance, corporate strategy and / or financial valuation and analysis. We seek candidates with strong leadership skills, exceptional work ethic and interest in the technology industry. Although we prefer candidates with experience related to investment banking, we consider all candidates with strong academic credentials and demonstrated leadership qualities.Specific responsibilities include:
Work closely with analysts and associates in developing client presentations, pitches and other key deliverables
Build valuation models including transaction comparables, public company comparables, discounted cash flow, leveraged buyout, and premium-to-market analyses
Contribute to M&A strategy development discussions with senior M&A professionals
Actively interact with clients and buyers on calls and in meetings
Research and communicate compelling technology industry and company trends
Identify and manage strategic and financial buyers
Coordinate and support transaction due diligence activities and data room development
Desired skills and experience:
Undergraduate degree candidate from top-tier programs; exceptional academic performance
Candidates with a GPA of 3.5 or higher are preferred
Working knowledge of corporate finance, accounting, financial statements and valuation methodologies
Exceptional work ethic and positive, can-do attitude; enthusiastic team player
Excellent interpersonal and communication skills (verbal and written); ability to interact with corporate executives
Creative and entrepreneurial mindset; self-starter with ability to multitask and manage time effectively
Proven analytical, research, and problem-solving skills
Desire to develop business expertise in technology and software; passion for technology
Outstanding leadership skills
High degree of integrity and professionalism
Strong attention to detail
Must be eligible to work permanently in the United States
Auto-ApplySenior Analyst, Investment Accounting
Finance analyst job in Boston, MA
About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit ***********************
POSITION OVERVIEW
Global Atlantic is seeking a candidate to join the Investment Accounting COE team and support the review of the reconciliation between Clearwater and GL ensuring accuracy, integrity and adequate substantiation of the investment balances supporting the GAAP and STAT Investment Controllership areas within Investment Accounting.
This individual would be required to bridge the operations and the accounting for investment activity to support the accounting and reporting. This position will also support cross functional initiatives related to process enhancements and redesign related to achieving concurrent and consistent delivery of investment results across multiple basis.
Responsibilities include, but are not limited to:
* Assist with the preparation of investment-related reconciliations for US GAAP and statutory reporting purposes
* Support the Investment Accounting team with the clearing and reconciliation of investment-related transactions processed in various financial subledgers
* Team with Investment Accounting third-party service providers and finance-wide stakeholders to ensure timely clearing and proper recognition of investment-related transactions in the general ledger
* Support monthly monitoring and substantiation of investment-related suspense accounts
* Provide support for audit requests
* Assist with ad-hoc projects as needed
QUALIFICATIONS
* BS in Finance, Accounting, Economics, Business, or a related major. CPA, MBA preferred
* 4+ years relevant professional experience in Investment Accounting with experience in reconciliation and general ledger processes or Investment Operations
* Strong understanding of investment accounting principles under US GAAP and STAT
* Excellent computer skills, including MS Excel, knowledge of Hyperion query tools (FCC, Essbase), Peoplesoft platforms and data analysis tools is a plus.
* Strong focus on process improvement and automation and analytical skills
* Ability to successfully handle competing priorities and multiple deliverables
* Experience with Clearwater Analytics or similar investment accounting platforms preferred
Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office.
Global Atlantic's base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic's total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives.
The base salary range for this position is $80,000-$110,000.
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Privacy Statement
Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to *****************
Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.
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