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Senior Finance Associate - Accounts Payable
Bain Capital Public Equity, L.P 4.4
Finance associate job in Boston, MA
With approximately $185 billion of assets under management, Bain Capital is one of the world's leading private investment firms. We create lasting impact for our investors, teams, businesses, and the communities in which we live. Over four decades we have strategically grown our platform to focus on Private Equity, Growth & Venture, Capital Solutions, Credit & Capital Markets, and Real Assets. Today, our team includes 1,880+ employees in 24 offices on four continents.
We partner differently to help people and companies embrace possibility and realize potential. Founded as a private partnership in 1984, we have fostered a culture of innovation, entrepreneurialism, and agility, empowering our people to define and own their career trajectories. Today, our partnership approach enables us to pursue strategic growth, build enduring relationships with a robust external network, and collaborate across our integrated platform to connect the deep and diverse expertise that unlocks breakthrough insights.
Our people are the heart of our advantage. Colleagues at all levels have a seat at the table as they tackle business challenges with a principal investor mindset. By asking incisive questions, respectfully challenging one another, and remaining intellectually agile, we work together to achieve exceptional outcomes.
CORPORATE FINANCE GROUP
The Corporate Finance Group consists of 25 individuals and is responsible for the day to day accounting for the Global Management Company. Our current Enterprise Risk Platform (general ledger system) is Workday Financials. The Global Management Company consolidates the operations of the Investment Advisors (one for each business - Private Equity, Credit, Ventures, Public Equity, Double Impact, Life Sciences, Real Estate, and Partnership Strategies) and the entities by geography including Asia Pacific (Hong Kong, Tokyo, Shanghai, and Australia), Europe (London, Dublin, Munich and South Africa) and India (Mumbai and Mauritius). The Corporate Finance Group is also responsible for tax accounting and works closely with the Tax Department on Tax Reporting. Various other responsibilities within the group include the treasury and cash management function, internal reporting, external reporting, accounts receivable, accounts payable and fixed assets.
POSITION DESCRIPTION
Perform finance and operations tasks related to the maintenance and processing of billable third-party invoices end-to-end.
Key Responsibilities
* Process invoices, verify financial data for use in maintaining accounts payable records, and provide other clerical support necessary to pay the obligations of the organization
* Involved in the maintenance of all aspects of the invoice process, end-to-end, inclusive of managing the receipt of invoices, verification of data and audit tasks, coordination of approvals and facilitation of the payment process
* Research, resolve, and answer inquiries regarding invoices, including but not limited to overall status of payment, verification of specific invoice data and attributes and policy and process
* Aid in continuous process improvement initiatives
* Interact with various stakeholders across the organization including business unit Finance Teams and Legal and Tax Teams
* Coordinate trainings and help managed offshore processing team
* Assist with ad hoc projects as needed
GENERAL QUALIFICATIONS
* Must be detail-oriented, organized and professional;
* Must possess strong time management skills
* Must possess solid problem solving skills
* General Accounting experience and or course study is important
* Ability to work independently and with a team in a fast-paced and high volume environment with emphasis on accuracy and timeliness
* Ability to communicate effectively, verbally and in writing
* Proficient at Microsoft Excel
* Workday experience is a plus; however not required
* Experience with Tableau a plus however not required
DESIRED BACKGROUND
* Bachelors in Accounting or Finance is a must
* 3-5 years of related experience
Compensation:
Expected Annual Base Salary $85,000 - 95,000
Actual base salary will be determined by a wide range of factors including but not limited to role, function, level, experience, qualifications and geographic location. In addition to a competitive base salary, this position may be eligible for a discretionary annual bonus based upon factors such as individual impact, team and firm performance. Bain Capital offers a competitive benefits package designed to support employees' health, financial security, family needs, and overall well-being.
Bain Capital is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.
$85k-95k yearly 2d ago
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Head of Finance
Asimov 4.1
Finance associate job in Boston, MA
Our mission at Asimov is to radically advance humankind's ability to design living systems, enabling biotechnologies with societal benefit. We're developing a mammalian synthetic biology platform-from cells to software-to enable biotechnologies with outsized impact, with an initial focus on gene therapies, cell therapies, and protein therapeutics.
We are seeking a strategic, hands‑on Head of Finance to build and lead our finance and accounting function from the ground up. In this newly created role, and reporting to the Head of Commercial, you will establish core financial processes, ensure accurate revenue recognition, support budgeting and forecasting, while overseeing all accounts payable and receivable activities.
This role offers the unique opportunity to design and optimize financial systems as a team of one within a rapidly growing biotech startup. The ideal candidate will thrive in a fast paced, collaborative environment while bringing financial rigor, process discipline, and forward‑thinking leadership needed to support scientific innovation and fuel the company's next phase of growth.
About the Role:
Accounting & Controls: Ensure timely and accurate recording of revenue, COGS, and expenses across all product lines. Maintain reconciliations, accruals, and closing schedules.
Audit & Compliance: Lead preparation for the annual audit, liaise with auditors on technical issues (e.g., revenue recognition, asset classification), and ensure compliance with tax and regulatory requirements.
Budget Tracking: Monitor spend against budget, provide variance analyses, and maintain rolling forecasts with input from department leads.
Systems & Processes: Recommend and implement scalable general ledger and procurement systems (e.g., Prendio or equivalents) to improve reporting, visibility, and spend control.
Cash & Runway Visibility: Produce monthly cash flow reports, identify risks to runway, and flag required actions.
Reporting: Prepare accurate and timely monthly/quarterly financial statements, management reports, and supporting schedules for leadership and investors.
Payroll: Manage scalable payroll systems and processes, ensuring accuracy, timeliness, and compliance across multiple states, while partnering with HR to support an expanding and distributed workforce.
Strategy: Serve as a strategic thought partner to leaders across the organization to align financial priorities with R&D, product, commercial and operations strategies.
About You:
You have a Bachelor's or Master's degree in Accounting or Finance with 10+ years of progressive experience in accounting/finance. CPA certification is strongly preferred.
You have experience working in a high‑growth company, in the life sciences, biotech, or tools/services industry,
You have strong technical accounting expertise, including revenue recognition, COGS tracking, accruals, and GAAP compliance.
You have experience with audits, tax compliance, and working directly with external auditors.
You are proficient with general ledger systems, procurement platforms, and financial reporting tools.
You've demonstrated the ability to build scalable accounting processes and internal controls in a high‑growth company.
You have an analytical mindset with attention to detail; able to identify variances, trends, and risks early.
You have excellent communication skills, able to translate accounting into clear business insights.
We're fueled by a vision to transform biological engineering into a fully‑fledged engineering discipline. Should you join our team, you will grow with a constantly evolving organization and push the frontiers of synthetic biology. Company culture is key to Asimov, and we believe that our mission can only be achieved by bringing together a diverse team with a mixture of backgrounds and perspectives.
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$88k-157k yearly est. 4d ago
Head of Finance
Hikemedical
Finance associate job in Boston, MA
About Hike Medical
Hike Medical is reinventing musculoskeletal care, starting with feet. Our proprietary AI‑vision platform turns a 30 second web based (no sensors) foot scan into precision engineered, 3D‑printed insoles that prevent pain before it starts. We're already protecting on‑the‑feet workforces at Fortune 50 leaders, major health systems, and middle‑America manufacturers. Fresh off a stealthy round with top tier VCs, we run a fast, no BS, execution first culture out of Boston's Seaport as we sprint toward $100M ARR and standing with 10M Americans as they step into their shoes daily. Learn more about our long‑term vision by clicking here.
First and only PDAC approved 3D printed custom insole in the world 🌎
3 Proprietary AI models that power the experience
Two products: One is focused on serving employers & health plans, and the other enables clinics to deliver foot care at a fraction of the cost - creating a virtuous cycle of clinician labelled data.
Expanded care access to over 100,000 Americans to date
10x'd revenue from 2023 to 2024, and on track to do the same in 2025. Profitable month‑over‑month.
The Opportunity
You will be Hike's first Controller and first full‑time finance hire, responsible for building a world‑class accounting and controls foundation to support our next phase of growth. You'll own the close process, ensure GAAP compliance, manage external audits, and partner cross‑functionally with manufacturing, operations, and GTM teams to tighten financial discipline as we scale.
This is a high‑impact role for someone who thrives in a fast, hardware‑meets‑software environment and wants to architect the systems, policies, and insights that keep a high‑velocity business grounded in precision. You'll work closely with the leadership team, reporting directly to the CEO.
What We're Looking For
These are not hard‑and‑fast requirements - we care more about crisp execution and ownership than checking every box.
6-10+ years in accounting or finance, ideally including time in a high‑growth, hardware, wearables, med‑device, or tech‑enabled physical product company
Proven ownership of monthly close, consolidations, revenue recognition, inventory and cost accounting, and GAAP reporting
Experience leading a timely, accurate month‑end close and delivering clean, audit‑ready financials
Deep accounting expertise and ownership mentality - you don't just record numbers, you understand what drives them
Experience implementing or scaling ERP/accounting systems (e.g., NetSuite, QuickBooks, or equivalent)
History of working with auditors, tax advisors, and banking partners
Fluency in cost accounting, inventory/WIP, and standard cost variance analysis
Ability to establish and maintain internal controls, policies, and procedures
On‑site in Boston, five days a week
Nice‑to‑Haves
CPA or Big 4 audit background (especially with manufacturing or device clients)
Healthcare payer/employer benefits exposure; MSK or occupational health familiarity
ERP implementation and BI/reporting stack build‑out experience
Venture‑backed or early/growth‑stage company experience
Familiarity with credit facilities, working capital management, and treasury ops
Primary Responsibilities
Accounting Operations: Lead all aspects of accounting - GL, AR/AP, payroll, revenue recognition, inventory, and cost accounting.
Monthly Close: Deliver a tight, transparent, and reliable close process each month; own reconciliations, journal entries, and reporting accuracy.
Financial Controls: Establish scalable internal controls, accounting policies, and compliance frameworks; manage external audit readiness.
Systems: Implement and optimize ERP/accounting platforms; automate reporting and reconciliations as we scale.
Manufacturing Finance: Partner with ops to manage standard costs, WIP, and variance analysis; improve inventory and production reporting.
Reporting: Prepare and review financial statements, management reports, and dashboards for leadership and investors.
Cross‑Functional Partnership: Collaborate with GTM and supply chain teams to align financial visibility with revenue, margin, and fulfillment metrics.
Cash & Compliance: Support treasury ops, banking relationships, and cash flow visibility.
What You'll Get
Competitive cash compensation + equity
Full medical, dental, and vision coverage
$15K relocation bonus if needed
Work directly with the founding team to architect the financial backbone of a category‑defining company
Free custom insoles (of course…)
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$75k-147k yearly est. 3d ago
Deals - Financial Due Diligence, Manager - East, New York & Boston
Price Waterhouse Coopers 4.5
Finance associate job in Boston, MA
At PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring. They help clients navigate complex transactions and maximise value in their business deals. Those in financial due diligence at PwC will focus on providing strategic advice and business diligence services to clients in their mergers, acquisitions and divestitures. You will be responsible for analysing financial information focusing on quality of earnings and assets, cash flows and other key client deal issues.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Key Skills & Experience
Analyse and identify the linkages and interactions between the component parts of an entire system.
Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
Develop skills outside your comfort zone, and encourage others to do the same.
Effectively mentor others.
Use the review of work as an opportunity to deepen the expertise of team members.
Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
Uphold and reinforce professional and technical standards (e.g., refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Aquisition Advisory team you are expected to manage client service accounts and drive client engagement workstreams. As a Manager you are expected to supervise, develop, and coach teams, maintaining top-quality deliverables and leveraging team strengths to meet client expectations. You are expected to thrive in a team setting, communicate effectively with both technologists and business partners, and drive client engagement workstreams.
Responsibilities
Manage client service accounts and drive engagement workstreams.
Supervise, develop, and coach teams to confirm top-quality deliverables.
Utilize team strengths to meet client expectations.
Foster productive communication between technologists and business partners.
Lead client engagement workstreams.
Assure project success and maintain exceptional standards.
Promote a culture of trust and accountability.
Address and resolve conflicts or issues as they arise.
What You Must Have
Bachelor's Degree.
5 years of experience.
Active CPA in the current work office, Chartered Accountant in good standing, MBA through an accredited university, or CFA credential.
What Sets You Apart
Broad knowledge in financial due diligence and transaction-related services.
Interviewing executive management at target companies.
Assessing a target company's quality of earnings, net assets, and cash flows.
Managing resolution of issues in technical accounting areas.
Supervising teams to create an atmosphere of trust.
Seeking diverse views to encourage improvement and innovation.
Answering questions and providing direction to less-experienced staff.
Coaching staff with timely meaningful feedback.
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $99,000 - $232,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
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$99k-232k yearly 3d ago
Head of Finance Transformation - Oracle EPM
Origin Staffing
Finance associate job in Boston, MA
A large multinational company with complex global operations is building a dedicated Finance Technology/Transformation capability to accelerate a multi-year modernization of its finance systems. This newly created Head of Finance Transformation - Oracle EPM role will serve as the enterprise owner for the Oracle EPM roadmap, leading end-to-end implementation, integration, and long-term optimization across planning/forecasting, consolidation/close, and management reporting.
This is a highly visible role with direct exposure to senior finance leadership and close partnership with IT. The roadmap is active and well-supported, with major launches underway and additional releases ahead. The environment is demanding and fast-moving, with strong teams and resources around the role.
What You'll Own
Lead the enterprise Oracle EPM strategy and delivery roadmap (planning/forecasting, consolidation/close, reporting), from design through deployment, stabilization, and continuous improvement.
Drive implementation execution across workstreams: requirements, process design, build/configuration, integration, testing/UAT, cutover, go-live, and hypercare.
Partner with Finance and IT leadership to align the Oracle EPM architecture with broader finance systems (e.g., ERP platforms, data platforms, workforce planning, reporting/BI, and other auxiliary tools).
Establish “day-2” operating rigor: release and enhancement governance, issue triage, regression testing approach, user adoption, and ongoing performance improvements.
Own finance master data governance relevant to EPM (definitions, hierarchies, rules, metadata and change control) to improve consistency and confidence in global reporting and forecasting.
Drive process standardization and automation to reduce cycle times and improve user experience across close, consolidation, planning, and forecast cadences.
Support growth initiatives (new entities, acquisitions/divestitures) through scalable EPM design and repeatable deployment playbooks.
Manage external implementation partners and consultants to ensure timeline, quality, and measurable value delivery.
Leadership Scope
Lead a high-performing team across finance transformation, EPM delivery, and optimization, with a mix of internal talent and external partners.
Operate as a cross-functional transformation leader with executive-level influence and accountability.
The Challenge (what to expect)
Multiple parallel workstreams with real deadlines, high visibility, and complex dependencies across Finance, IT, and business teams.
Global process variation and data complexity; success depends on governance, stakeholder alignment, and disciplined execution.
Balancing program delivery with operational stability, adoption, and continuous improvement.
What Success Looks Like (12-18 months)
Oracle EPM releases delivered predictably with strong stakeholder confidence and measurable adoption.
Post-go-live environments stabilized quickly with an effective enhancement cadence and clear governance.
Measurable improvements in close and planning cycle time, forecast quality, reporting consistency, and data governance.
A scalable EPM operating model and deployment playbook that can absorb growth and complexity.
Ideal Background
15+ years in progressive finance leadership roles with significant ownership of finance systems and finance transformation.
Proven track record leading large-company Oracle EPM programs (implementation and/or major modernization), ideally spanning both planning/forecasting and consolidation/close.
Experience integrating Oracle EPM with ERPs and adjacent systems (workforce planning, data platforms, reporting/BI, MDM) and operating effectively in a matrixed Finance/IT environment.
Strong manufacturing environment experience (cost structures, operational complexity, multi-entity/global considerations).
Executive presence, strong stakeholder management, and the ability to drive alignment through change.
Experience building and developing teams; effective partner/vendor manager.
Requirements
Oracle EPM experience
Bachelor's degree in Accounting, Finance, or Business Administration (or related).
Must be able to work hybrid onsite (Greater Boston area) at least 3 days per week.
No employment visa sponsorship available for this role.
$75k-147k yearly est. 5d ago
Finance Associate / Cost Accounting
Vatn Systems
Finance associate 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 / FinanceAssociate, 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.
$47k-84k yearly est. 5d ago
M&A and Project Finance Associate
Greenvolt Power
Finance associate 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.
$41k-73k yearly est. 5d ago
Relationship Banker - Boston South Market
Bank of America 4.7
Finance associate job in Boston, MA
Boston, Massachusetts;Roxbury, Massachusetts
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
- Executes the bank's risk culture and strives for operational excellence
- Builds relationships with clients to meet financial needs
- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grows business knowledge and network by partnering with experts in small business, lending, and investments
- Manages financial center traffic, appointments, and outbound calls effectively
- Drives the client experience
- Manages cash responsibilities
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
- Collaborates effectively to get things done, building and nurturing strong relationships.
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
- Is confident in identifying solutions for new and existing clients based on their needs.
- Communicates effectively and confidently, and is comfortable engaging all clients.
- Has the ability to learn and adapt to new information and technology platforms.
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
- Applies strong critical thinking and problem-solving skills to meet clients' needs.
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
- Efficiently manages time and capacity.
- Focuses on results, while acting in the best interest of the client.
- Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
- Experience in financial services and knowledge of financial services industry, products and solutions.
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
- Six months of cash handling experience.
- Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
- Adaptability
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
Minimum Education Requirement:
- High School Diploma / GED / Secondary School or equivalent
_It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability._
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$31k-39k yearly est. 1d ago
Personal Banker II
Needham Bank 3.8
Finance associate job in Boston, MA
Job Level : Any
Level of Education : High School/GED
Job Type : Full-Time/Regular
Date Updated : 01/09/2026
Years of Experience : Up to 2 Years
Starting Date : Invalid Date
Salary : $0
Job Summary: Proficiently perform teller function processing transactions with accuracy and balance according to the Bank's standards, procedures and policies. Broaden customer relationships by providing account solutions to customer needs and requests, through account opening and maintenance activities. Be a passionate advocate of Needham Bank, demonstrating its core values within the community.
Qualifications:
To perform this job successfully, the individual must be able and willing to perform all essential duties satisfactorily. This document is not intended to be an exhaustive list of all essential duties required. Reasonable accommodations, as determined by management on a case-by-case basis, may be made to enable individuals with disabilities to perform essential duties.
ESSENTIAL DUTIES & RESPONSIBILITIES
Perform all Personal Banker I duties:
Demonstrate awareness, commitment and dedication to servicing and building customer relationship
Gain full knowledge of the products and services offered by the Bank
Provide a complete range of customer services at the bank, including opening new accounts, explaining available bank products and services, and gathering customer information to process new and existing accounts
Promote bank products, contributes to referrals and refer or resolve customer inquiries concerning accounts or other banking services
Responsible for operational compliance and adherence to bank policies and procedures
Gain full understanding and knowledge of the teller function
Consistently deliver exceptional customer service
Develop and maintain knowledge of products and services; stay abreast of changes and anticipate which products and services may benefit customers in order to communicate offerings
Assists in training and development of tellers and personal bankers; communicates with bank Retail Trainer and participates in assigned training activities
Assists and acts as backup to Assistant Branch Manager, Teller Manager, or Head Teller as needed
Perform additional duties as requested, needed or assigned
Experience and Skills
JOB REQUIREMENTS
Knowledge required for Personal Banker I role:
Ability to work a flexible schedule based on the hours of operation of the Bank, including Saturday mornings
Ability to lift 30 pounds Basic knowledge of keyboard and computer skills
Ability to perform basic arithmetic operations with the use of a calculator
Must have basic business acumen and professionalism
Ability to build strong relationships and alliances across the organization, exceed customer expectations, ability to adapt to change, reliable and highly motivated
Must have reliable transportation
Fluent in written and verbal English
Willing to become a Notary Public in MA
Ability to adhere to Needham Bank's Core Values (
Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing
)
EDUCATION & EXPERIENCE
High School Diploma or GED
Two plus years of teller or cash handling experience with accurate balancing record
Customer service experience and/or sales experience preferred
PAY RANGE: $22.57 - $29.35 - hourly
The pay range provided is based on what we believe is a reasonable estimate for the pay range for this job at the time of posting. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply.
Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well.
At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles.
Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity.
Back to job search
$22.6-29.4 hourly 3d ago
Banker II
Banktalent HQ
Finance associate job in Walpole, MA
It is the responsibility of the Banker II to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. They accomplish this by focusing on the customer experience, operational excellence, achievement of performance goals, solid decision making, and a commitment to the success of the Bank and of their team. The Banker II promotes strong customer relationships by conducting a wide array of customer transactions, recommending products and services as appropriate, and assisting customers with questions and problem resolution.
Responsibilities
Customer Experience - Develops an understanding of customers' needs and expectations, and offers products and services that address those needs and expectations. Develops new business by establishing and growing customer relationships, including utilization of business partners as appropriate. The Banker II is proficient in all Banker I requirements. In addition, they are proficient with basic trust accounts, powers of attorney, basic IRAs, foreign wires, safe deposit box opening and basic consumer and real estate lending products, among other technical and people skills.
Operational Excellence - Ensures quality and accuracy of work. The Banker II possesses a firm understanding of the Bank's digital products, as well as our other products and services, and demonstrates sound technical knowledge. They stay informed of alerts and other company communications. Performs all duties in accordance with prescribed compliance, security and risk protocols. Maintains proficiency in regulatory compliance. Complies with all Bank policies including those pertaining to confidentiality, email, and others.
Teamwork - Is an engaged member of the branch team; steps up as needed to accomplish team objectives. Supports the branch supervisors in implementing Bank policies, procedures and initiatives and creating a positive work environment.
Credibility - Follows through on tasks and assignments, manages time and priorities effectively and demonstrates flexibility. Expresses ideas well and clearly; uses professional written, verbal and electronic communications. Supports branch, division and the Bank's strategic goals.
Decision Making - Understands and complies with Bank policies and procedures. Is aware of potential risks and alerts branch supervisors as appropriate. Makes decisions dependably and consistently in alignment with the values and standards of the Bank. Recognizes warning signs of fraud and escalates appropriately.
Miscellaneous - Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Performs other related and unrelated duties as required.
Requirements
Education
High School Diploma or its equivalent is required
some college
Work Experience
1-2 years Banker or similar customer service-related experience within banking is required
Knowledge, Skills, and Abilities
Must possess knowledge of basic math principles and be able to perform basic mathematical procedures.
Demonstrated customer service, sales, organizational, communication, and interpersonal skills.
Must possess strong attention to detail.
Must possess at least intermediate technology skills, including knowledge of Microsoft Office.
Must be able to work extended and weekend hours.
Scheduling and work location flexibility required.
Must be able to sit for extended periods of time.
Must be able to stand for extended periods of time and lift 25 pounds.
Licenses and Certifications
Must attain designation of Notary Public within 6 months. Required
Expected Pay Range
From: $37,927
To: $54,024
The pay range is the salary we in good faith expect to pay for this role at the time of posting. Actual compensation paid may fluctuate higher or lower than the posted range and the range may be modified in the future due to several factors including, but not limited to, relevant experience, certifications, and qualifications, internal equity, adjustments to the requirements and responsibilities of the job, business needs, and economic and market data.
EEO Statement
Middlesex Savings Bank is an Equal Opportunity Employer/protected Veterans/Individuals with Disabilities
$37.9k-54k yearly 3d ago
Trader - Biodiesel
Global Partners LP 4.2
Finance associate job in Waltham, MA
As a key member of the Supply & Distribution Team, this role will allow the correct individual to grow a profitable trading business for Global. The role will also include commercial analysis for new trading / supply assets, in terms of both new businesses and M&A opportunities. The ideal candidate will: Have a proven track record of profitability with the petroleum industry as an experienced trader. Have a strong work ethic, along with very strong leadership skills, a desire to succeed and a willingness to do whatever it takes to get the job done. Understand locational and structural arbitrage and how to take advantage of it in both paper and physical markets. Have establish trading contacts within the petroleum markets and a proven track record of trading both with principals and brokers.
At Global Partners, business starts with people. Since 1933, we've believed in taking care of our customers, our guests, our communities, and each other-and that belief continues to guide us.
The Global Spirit is how we work to fuel that long term commitment to success. As a Fortune 500 company with 90+ years of experience, we're proud to fuel communities-responsibly and sustainably. We show up every day with grit, passion, and purpose-anticipating needs, building lasting relationships, and creating shared value.
:
* Daily ownership and profitability of book of business, and full responsibility to procure the most cost effective product for marketing.
* Meeting all the requirements of Global's risk policy including hedging all products. Previous trading experience in petroleum derivatives, swaps, futures, physical products required.
* Represent and be the lead for Supply and Trading on various projects and opportunities.
* Prepare and present management reports as needed.
* Work with Risk Management both on a daily processes and longer term to improve reports and overall effectiveness.
* Prepare and present risk/return reports on opportunities and analysis as necessary.
* Find and negotiate new exchanges, term purchases, rack deals, throughputs, etc.
* Find and implement strategies to increase Supply's profitability, work to grow the business in both current and new markets.
* Support Supply and Trading on acquisitions and larger projects.
Additional Job Description:
* Exceptionally strong interpersonal and communication skills
* Outstanding ability to work collaboratively
* Excellent attention to detail
* Excellent time management and multi-tasking skills
* Proficiency with Microsoft Excel
* 5-10 years Industry experience in clean product supply, NGL, crude, residual fuel, bunkers, trading, exchanges, scheduling, terminals, logistics, product blending.
* Previous experience supplying marketing.
* Knowledge in refinery operations a significant plus.
* Strong industry knowledge and relationships with counterparts.
* Back office experience in credit, risk management and finance. Previous experience in Right Angle/Solarc a significant plus.
* Knowledge of Political legislation NEFI, NORA, RFS2, EPA and State regulations a strong plus.
* Ability to work in a fast-paced, changing environment, deliver quickly and adapt to changing demands
* Outstanding organization skills -- ability to effectively manage multiple work efforts simultaneously
* Willingness and desire to learn new skills and take on new responsibilities
* Bachelor's Degree Master's Degree In finance, accounting or related field Master's in business administation or related field
Pay Range:
$182,300.00 - $291,500.00
The pay range for this position is outlined above. The final amount offered at the start of employment is determined based on factors including, but not limited to, experience level, knowledge, skills, abilities and geographic location, and the Company reserves the right to modify base salary at any time, including for reasons related to individual performance, Company or individual department/team performance and market factors.
Our Commitments to You
* Coins! We offer competitive salaries and opportunities for growth. We have an amazing Talent Development Team who create trainings for growth and job development.
* Health & Wellness - Medical, Dental, Visions and Life Insurance. Along with additional wellness support.
* The Road Ahead - We offer 401k and a match component!
* Professional Development - We provide tuition reimbursement; this benefit is offered after 6 months of service.
What to Expect From the Hiring Process (old GPS of the Interview Process)
We value passion and potential. Please apply if you're qualified and interested-we'd love to hear from you.
A member of our Talent Acquisition team will review your application and may connect you with the hiring manager if your experience is a strong match.
Interviews are conducted virtually and in person, depending on the role. We'll provide more details about next steps if selected to move forward.
Global Partners LP is an equal opportunity employer. We foster a company culture where ideas from all people help us grow, move and thrive. We embrace the diversity of all applicants and do not discriminate against race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability, protected veteran status or any other basis prohibited by federal, state or local law. If you have a disability and need an accommodation to apply, please contact our recruiting department at ************ or 781-7GP-WORK.
* Disclaimer: At Global Partners, we don't use lie detector tests for any employment decisions. We follow all the rules and regulations, so we need to let you know: In Massachusetts, it's illegal to require or administer a lie detector test as a condition of employment of continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$81k-126k yearly est. Auto-Apply 6d ago
Structured Products Trader - SLC Management
Sun Life 4.6
Finance associate job in Wellesley, MA
SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world's leading financial services companies, and benefit from the stability and strength of that relationship.
We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner's mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.
Visit our website to learn more and for the most up to date AUM information.
SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.
Job Description:
Structured Products Trader - SLC Management
What is in it for you:
As a Structured Products Trader, you will be part of a collaborative US Insurance team that manages multiple portfolios of US fixed income assets with a focus on structured products to include MBS, CMBS, ABS and CLOs. The Director will be responsible for trading MBS, CMBS, ABS and CLOs for the institutional clients of SLC Management. A successful candidate is expected to be detail-oriented, self-motivated, intellectually curious and to possess strong analytical skills.
What You Will Do:
Review and execute structured product trades in a manner consistent with our best execution and risk management practices, as well as our policies and procedures.
Generate trade ideas to contribute to client portfolio outperformance.
Execute trades across multiple product types.
Communicate relative value opportunities to portfolio managers and serve as a subject matter expert for various structured products.
Develop and maintain strong relationships with broker-dealers.
Communicate effectively across the organization to develop and maintain close relationship with other traders, research analysts, portfolio management and finance to respond to client requests.
Utilize analytical skills to leverage existing trading and portfolio management systems, with an eye towards improvements and increased efficiency.
Support growth by working on prospective client portfolio reviews, finals presentations, etc.
What You Will Need to Succeed:
5+ years of related experience.
Experience trading structured products, including CMBS, MBS, ABS and/or CLOs.
Bachelor's degree or higher.
Proficient in Bloomberg and Microsoft Office products.
Preferred Skills:
CFA and/or master's degree.
Proficient in Intex and Aladdin.
Experience with PowerBI and programming languages is a plus.
For US based candidates the full compensation range is $105k - $171k.
Why SLC Management?
Opportunity to work for a growing global institutional asset manager
Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more
Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account
A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam
The opportunity to move along a variety of career paths with amazing networking potential
Award winning workplace culture -
Great Place to Work Certified in Canada and the U.S., “Best Places to Work in Money Management” by Pension & Investments, “Top 10” employer by the Boston Globe's “Top Places to Work”
two years running
SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.
Job Category:
Public Fixed Income Management
We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits.
We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.
We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to *************************.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
We do not require or administer lie detector tests as a condition of employment or continued employment.
For applicants residing in California, please read our employee
California Privacy Policy and Notice
.
$105k-171k yearly Auto-Apply 3d ago
Structured Products Trader - SLC Management
Sun Life of Canada 4.3
Finance associate job in Wellesley, MA
SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world's leading financial services companies, and benefit from the stability and strength of that relationship.
We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner's mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.
Visit our website to learn more and for the most up to date AUM information.
SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.
Job Description:
Structured Products Trader - SLC Management
What is in it for you:
As a Structured Products Trader, you will be part of a collaborative US Insurance team that manages multiple portfolios of US fixed income assets with a focus on structured products to include MBS, CMBS, ABS and CLOs. The Director will be responsible for trading MBS, CMBS, ABS and CLOs for the institutional clients of SLC Management. A successful candidate is expected to be detail-oriented, self-motivated, intellectually curious and to possess strong analytical skills.
What You Will Do:
Review and execute structured product trades in a manner consistent with our best execution and risk management practices, as well as our policies and procedures.
Generate trade ideas to contribute to client portfolio outperformance.
Execute trades across multiple product types.
Communicate relative value opportunities to portfolio managers and serve as a subject matter expert for various structured products.
Develop and maintain strong relationships with broker-dealers.
Communicate effectively across the organization to develop and maintain close relationship with other traders, research analysts, portfolio management and finance to respond to client requests.
Utilize analytical skills to leverage existing trading and portfolio management systems, with an eye towards improvements and increased efficiency.
Support growth by working on prospective client portfolio reviews, finals presentations, etc.
What You Will Need to Succeed:
5+ years of related experience.
Experience trading structured products, including CMBS, MBS, ABS and/or CLOs.
Bachelor's degree or higher.
Proficient in Bloomberg and Microsoft Office products.
Preferred Skills:
CFA and/or master's degree.
Proficient in Intex and Aladdin.
Experience with PowerBI and programming languages is a plus.
For US based candidates the full compensation range is $105k - $171k.
Why SLC Management?
Opportunity to work for a growing global institutional asset manager
Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more
Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account
A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam
The opportunity to move along a variety of career paths with amazing networking potential
Award winning workplace culture -
Great Place to Work Certified in Canada and the U.S., “Best Places to Work in Money Management” by Pension & Investments, “Top 10” employer by the Boston Globe's “Top Places to Work”
two years running
SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.
Job Category:
Public Fixed Income Management
We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits.
We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.
We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to *************************.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
We do not require or administer lie detector tests as a condition of employment or continued employment.
For applicants residing in California, please read our employee
California Privacy Policy and Notice
.
$105k-171k yearly Auto-Apply 3d ago
Strategic Trader
Fusion Worldwide 4.3
Finance associate job in Boston, MA
Fusion is one of the leading independent distributors of electronic components and after more than 20 years of business, has grown into a $3B global organization. As a Strategic Purchasing Representative, you will be tasked with sourcing electronic components through various suppliers, while building long lasting relationships for future business in the process. The individual that will thrive in this role is one who is not satisfied with the status quo, is a natural negotiator, and loves to add value through collaboration with our Account Executive team.
What we can do for you
Offer uncapped commissions not seen in other industries.
Provide training to give you the knowledge to thrive in a fast-paced environment.
Offer support through a collaborative, and open environment professional with decades of expertise.
Enable growth through direct and focused mentorship.
What you can you do for us
Source product through prospecting new suppliers and managing existing supplier relationships.
Negotiate for the procurement of product to include price, terms, and ship date.
Ensure that quality standards are present and reflect Fusion Worldwide's deep commitment to quality components.
Collaborate with Account Executive team through proprietary ERP system, keeping detailed notes to maintain our unique competitive advantage.
Who we're looking for
2-3 years of work experience in sales or a related role.
A high-energy, smart, organized and persistent professional, driven to succeed and revolutionize an industry.
Dedicated individuals motived by commission and career growth.
Proficient with standard business tools (MS Office 365, etc.)
A graduate of a 4-year university
Benefits
Medical, Dental, Vision
401K benefits with company match
Short- & Long-Term Disability
EAP
Emergency Travel & Identity Theft Protection
Life Insurance
AD&D
State of the Art Open Concept Working Environment
Stocked fridges and pantries with a variety of healthy snack options
Unlimited cold brew & kombucha on tap
Collaborative and Motivated Team
Competitive Base Salary and Uncapped Commission
Frequent Team Events
Onsite Gym
Great Location in Boston's Seaport District
Fusion Worldwide is the preeminent open market distributor of electronic components and products. We source, inspect, test, and deliver a broad range of components to a large and diversified customer base that includes OEMs, CMs and ODMs across a wide array of verticals. Founded in 2001, Fusion is headquartered in Portsmouth, New Hampshire and maintains offices and quality centers in major manufacturing centers around the world. For more information, visit fusionww.com, or follow Fusion Worldwide on LinkedIn, Meta, Instagram, WeChat, and X.
$71k-126k yearly est. Auto-Apply 4d ago
Structured Products Trader - SLC Management
SLC Management
Finance associate job in Wellesley, MA
SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world's leading financial services companies, and benefit from the stability and strength of that relationship.
We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner's mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.
Visit our website to learn more and for the most up to date AUM information.
SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.
Job Description:
Structured Products Trader - SLC Management
What is in it for you:
As a Structured Products Trader, you will be part of a collaborative US Insurance team that manages multiple portfolios of US fixed income assets with a focus on structured products to include MBS, CMBS, ABS and CLOs. The Director will be responsible for trading MBS, CMBS, ABS and CLOs for the institutional clients of SLC Management. A successful candidate is expected to be detail-oriented, self-motivated, intellectually curious and to possess strong analytical skills.
What You Will Do:
Review and execute structured product trades in a manner consistent with our best execution and risk management practices, as well as our policies and procedures.
Generate trade ideas to contribute to client portfolio outperformance.
Execute trades across multiple product types.
Communicate relative value opportunities to portfolio managers and serve as a subject matter expert for various structured products.
Develop and maintain strong relationships with broker-dealers.
Communicate effectively across the organization to develop and maintain close relationship with other traders, research analysts, portfolio management and finance to respond to client requests.
Utilize analytical skills to leverage existing trading and portfolio management systems, with an eye towards improvements and increased efficiency.
Support growth by working on prospective client portfolio reviews, finals presentations, etc.
What You Will Need to Succeed:
5+ years of related experience.
Experience trading structured products, including CMBS, MBS, ABS and/or CLOs.
Bachelor's degree or higher.
Proficient in Bloomberg and Microsoft Office products.
Preferred Skills:
CFA and/or master's degree.
Proficient in Intex and Aladdin.
Experience with PowerBI and programming languages is a plus.
For US based candidates the full compensation range is $105k - $171k.
Why SLC Management?
Opportunity to work for a growing global institutional asset manager
Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more
Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account
A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam
The opportunity to move along a variety of career paths with amazing networking potential
Award winning workplace culture -
Great Place to Work Certified in Canada and the U.S., “Best Places to Work in Money Management” by Pension & Investments, “Top 10” employer by the Boston Globe's “Top Places to Work”
two years running
SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.
Job Category:
Public Fixed Income Management
We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits.
We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.
We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to *************************.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
We do not require or administer lie detector tests as a condition of employment or continued employment.
For applicants residing in California, please read our employee
California Privacy Policy and Notice
.
$105k-171k yearly Auto-Apply 3d ago
Trader - Biodiesel
Global 4.1
Finance associate job in Waltham, MA
As a key member of the Supply & Distribution Team, this role will allow the correct individual to grow a profitable trading business for Global. The role will also include commercial analysis for new trading / supply assets, in terms of both new businesses and M&A opportunities. The ideal candidate will: Have a proven track record of profitability with the petroleum industry as an experienced trader. Have a strong work ethic, along with very strong leadership skills, a desire to succeed and a willingness to do whatever it takes to get the job done. Understand locational and structural arbitrage and how to take advantage of it in both paper and physical markets. Have establish trading contacts within the petroleum markets and a proven track record of trading both with principals and brokers.
At Global Partners, business starts with people. Since 1933, we've believed in taking care of our customers, our guests, our communities, and each other-and that belief continues to guide us.
The Global Spirit is how we work to fuel that long term commitment to success. As a Fortune 500 company with 90+ years of experience, we're proud to fuel communities-responsibly and sustainably. We show up every day with grit, passion, and purpose-anticipating needs, building lasting relationships, and creating shared value.
:
Daily ownership and profitability of book of business, and full responsibility to procure the most cost effective product for marketing.
Meeting all the requirements of Global's risk policy including hedging all products. Previous trading experience in petroleum derivatives, swaps, futures, physical products required.
Represent and be the lead for Supply and Trading on various projects and opportunities.
Prepare and present management reports as needed.
Work with Risk Management both on a daily processes and longer term to improve reports and overall effectiveness.
Prepare and present risk/return reports on opportunities and analysis as necessary.
Find and negotiate new exchanges, term purchases, rack deals, throughputs, etc.
Find and implement strategies to increase Supply's profitability, work to grow the business in both current and new markets.
Support Supply and Trading on acquisitions and larger projects.
Additional Job Description:
Exceptionally strong interpersonal and communication skills
Outstanding ability to work collaboratively
Excellent attention to detail
Excellent time management and multi-tasking skills
Proficiency with Microsoft Excel
5-10 years Industry experience in clean product supply, NGL, crude, residual fuel, bunkers, trading, exchanges, scheduling, terminals, logistics, product blending.
Previous experience supplying marketing.
Knowledge in refinery operations a significant plus.
Strong industry knowledge and relationships with counterparts.
Back office experience in credit, risk management and finance. Previous experience in Right Angle/Solarc a significant plus.
Knowledge of Political legislation NEFI, NORA, RFS2, EPA and State regulations a strong plus.
Ability to work in a fast-paced, changing environment, deliver quickly and adapt to changing demands
Outstanding organization skills -- ability to effectively manage multiple work efforts simultaneously
Willingness and desire to learn new skills and take on new responsibilities
Bachelor's Degree Master's Degree In finance, accounting or related field Master's in business administation or related field
Pay Range:
$182,300.00 - $291,500.00
The pay range for this position is outlined above. The final amount offered at the start of employment is determined based on factors including, but not limited to, experience level, knowledge, skills, abilities and geographic location, and the Company reserves the right to modify base salary at any time, including for reasons related to individual performance, Company or individual department/team performance and market factors.
Our Commitments to You
Coins! We offer competitive salaries and opportunities for growth. We have an amazing Talent Development Team who create trainings for growth and job development.
Health & Wellness - Medical, Dental, Visions and Life Insurance. Along with additional wellness support.
The Road Ahead - We offer 401k and a match component!
Professional Development - We provide tuition reimbursement; this benefit is offered after 6 months of service.
What to Expect From the Hiring Process (old GPS of the Interview Process)
We value passion and potential. Please apply if you're qualified and interested-we'd love to hear from you.
A member of our Talent Acquisition team will review your application and may connect you with the hiring manager if your experience is a strong match.
Interviews are conducted virtually and in person, depending on the role. We'll provide more details about next steps if selected to move forward.
Global Partners LP is an equal opportunity employer. We foster a company culture where ideas from all people help us grow, move and thrive. We embrace the diversity of all applicants and do not discriminate against race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability, protected veteran status or any other basis prohibited by federal, state or local law. If you have a disability and need an accommodation to apply, please contact our recruiting department at ************ or 781-7GP-WORK.
*Disclaimer: At Global Partners, we don't use lie detector tests for any employment decisions. We follow all the rules and regulations, so we need to let you know: In Massachusetts, it's illegal to require or administer a lie detector test as a condition of employment of continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$76k-130k yearly est. Auto-Apply 43d ago
US Equity Trader
Wellington Management 4.9
Finance associate job in Boston, MA
About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the Role
The Company
Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With US$1 trillion in assets under management, we serve as a trusted adviser to institutional clients and financial intermediaries in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.
The Position
We are seeking to hire a US, Equity Trader to execute orders from portfolio managers and analysts across our US book of business, to include cash and derivatives across local and external markets. This is an execution role, but there is significant opportunity and expectation to add value to client portfolios through collaboration with portfolio managers and analysts.
This position is based in Boston and will be situated on the Trading Desk at our offices, which are located at 280 Congress Street. This trader will be working collaboratively with our global trading teams located in Boston, London, and Hong Kong and Singapore.
Wellington Management's trading philosophy and practices are based on the principles of seeking best execution, contributing to portfolio alpha, and managing regulatory, operational, liquidity and investment risks. We seek to execute orders in a manner consistent with these principles and in accordance with our written policies, which emphasize the fair dissemination, aggregation, and allocation of investment opportunities across our investment platform and ultimately our clients.
Wellington Management's Trading Department employs over 60 traders globally and operates in specialized teams according to sectors and products. Our investment and trading activities are conducted on an industry-leading internally developed technology platform, which we believe creates a meaningful competitive advantage. We are also supported by an in-house team of managers and quantitative and business analysts, who oversee the “business” of the department and provide in-depth, action-oriented insights into our trading capabilities and activities.
Responsibilities
Principal responsibilities will include, but are not limited to:
Executing equity transactions, using a mixture of high-touch and low-touch execution methods, for all relevant accounts under management.
Executing orders in a manner consistent with our best execution and risk management practices, as well as our policies and procedures.
Gathering, analyzing, and disseminating market, sector and security information that identifies or creates actionable investment opportunities.
Developing and enhancing over time an in-depth understanding of the investment philosophies and strategies of our portfolio managers, strategists, and analysts.
Soliciting potential trade interest from portfolio managers and locating external supply/identifying internal demand for liquidity opportunities in the market.
Remaining informed of new product developments.
Fostering new trading relationships and leveraging existing relationships.
Monitoring and improving efforts to enhance efficiency while mitigating risk.
Qualifications
A successful candidate should have the following qualifications:
Have a minimum of 3 years' relevant trading experience. Experience trading a wide array of instruments would be additive.
Ability to work quickly and accurately in a fast-paced, dynamic environment.
Demonstrate a high degree of accuracy in his/her work.
Work well in a team oriented environment.
Strong organizational and communication skills.
Strong work ethic and attention to detail; a precision and risk management mindset that results in accurate and compliant work and manifests itself in double-checking work, stopping to question anything unusual, and frequent reconciliation of work throughout the day.
Strong analytical skills and an ability to apply those skills in a highly practical fashion.
An attitude and practice of proactive idea generation and continuous review and improvement of our processes.
Impeccable integrity, fiduciary mindset, and ability to consistently place the interests of our clients as the number one priority.
Strong quantitative skills, programming experience would be additive.
A pro-technology mindset and the ability to leverage technology to improve effectiveness and efficiency.
Strong interpersonal skills and experience in a collaborative, team-based, results-oriented environment.
Strong academic credentials: Undergraduate degree is required; MBA/CFA would be viewed favorably.
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to
race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law
. 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 **********************************
.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 120,000 - 225,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
$95k-162k yearly est. Auto-Apply 60d+ ago
Investment Banking- United States - 2026 ReEntry Program
Jpmorgan Chase & Co 4.8
Finance associate job in Boston, MA
JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial & Investment Bank
The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Group Overview:
Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products.
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
$110k-200k yearly Auto-Apply 49d ago
Cramer Future Opportunities
Cramer 4.4
Finance associate job in Norwood, MA
Job Description
Are you interested in joining the team at Cramer?
While we may not have any open positions, we are always looking to connect and establish relationships with local candidates who are interested in joining our Cramer community.
If you are interested in a career at Cramer, please upload your resume. If we have a job opening that we feel aligns to your skillset, we will reach out.
What types of opportunities can we offer?
Account Services
Business Development
Marketing
Event Production
Creative Direction
Brand Strategy
Content Writing/Copywriting
Project Management
Operations
Video Production
Technical Direction
Warehouse Assistant/Broadcast Technician
In the meantime, keep up with us on LinkedIn and Instagram
Benefits
Cramer's Hiring Philosophy
We believe that different perspectives and backgrounds make us better as a company and as people. Our goal is to create a diverse, collaborative, growth focused culture. That means seeking out, hiring, and developing talented people who bring their authentic selves to work every day. As an equal opportunity employer, we prohibit discrimination and harassment of any kind based on race, color, gender identity, sex, religion, sexual orientation, national origin, disability, pregnancy, age or any other status.
We encourage you to apply and show us who you are and what you can do!
$74k-122k yearly est. 15d ago
Analyst, Healthcare Corporate Access Events
Guggenheim Securities
Finance associate job in Boston, MA
Corporate Access
Analyst, Healthcare Corporate Access Events
The Analyst, Corporate Access - Events role will support the planning, coordination, and execution of high-impact events, thematic forums, investor trips, and bespoke gatherings within the Corporate Access. This role is essential in ensuring operational excellence and a seamless experience for corporate executives, investors, and all internal stakeholders. The Analyst will manage logistics, track project plans, prepare materials, coordinate registration and meeting schedules, and support onsite event execution.
Core Responsibilities
Event Planning & Coordination
Support planning and execution of conferences, sector thematic programs, field trips, and various bespoke programs.
Assist with agendas, attendee lists, materials, and internal documents.
Maintain event plans, timelines, and production schedules.
Assist with marketing material creation, registration, schedules, attendee communications, and assist with all coordination between vendors, venues, and internal stakeholders.
Act as a professional representative of the Corporate Access team onsite.
Update CRM data systems with attendance and meeting details, maintaining accuracy in all data-entry and reporting tasks.
Support post-event reporting and marketing documentation.
Collaborate with Research, Sales, and Banking, and other internal teams helping support and prepare communication workflows and internal updates.
Skills & Experience
Bachelor's degree preferred; 0-2 years of experience in events, operations, financial services, or similar roles.
Strong organizational and project-management skills with the ability to manage multiple tasks.
Attention to detail and strong written and verbal communication skills.
Ability to work with Microsoft, CRM systems and event platforms preferred.
Professional, polished presence with a proactive and client-service-oriented mindset.
Ability to work early mornings, evenings, and travel for events.
Salary
Annual base salary of $80,000.
Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
About Us:
Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************.
Guggenheim Securities, LLC (“GS”) does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.
How much does a finance associate earn in Weymouth Town, MA?
The average finance associate in Weymouth Town, MA earns between $32,000 and $95,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.
Average finance associate salary in Weymouth Town, MA
$55,000
What are the biggest employers of Finance Associates in Weymouth Town, MA?
The biggest employers of Finance Associates in Weymouth Town, MA are: