Finance consultant jobs in Lynn, MA - 871 jobs

The Director, Investment Specialist/Head of Co-Manufactured Products will lead the end-to-end development and product management of innovative financial products, including proprietary products, co-manufactured target date collective investment trust funds, lifetime income and managed account solutions. The role requires expertise in multi‑asset strategies, defined contribution plans, and innovative investment solutions. The Director will collaborate closely with cross‑functional internal teams, including Sales, Marketing, Operations, Legal, Compliance, and Risk, to ensure successful product delivery. Externally, they will be the single point of contact with Fund Partners, Fiduciary partners and third‑party trust companies. This individual will also oversee the strategic alignment of product initiatives with market trends, regulatory requirements, client needs and be accountable for the commercial success of these products. Key Responsibilities Product Management: Spearhead the ideation, design, and development of investment products, with a focus on retirement solutions, including target‑date funds, lifetime income solutions, and multi‑asset strategies. Ensure products meet client needs, market demands, and regulatory standards. Cross‑Functional Leadership: Lead and collaborate with internal teams (Sales, Marketing, Operations, Legal, Compliance, and Risk) throughout the product development lifecycle to ensure successful launch and management of new products. Market Research & Strategy: Conduct in-depth research on market trends, competitive landscape, client demands, and regulatory changes to inform product strategy, anticipate future trends, and identify growth opportunities. Project Management: Manage product development timelines, budgets, and resources, ensuring project milestones are met. Track progress, resolve issues, and keep stakeholders informed. Client & Consultant Engagement: Partner with internal teams to present and position new products to clients, consultants, and prospects. Gather feedback and insights to continuously improve product offerings. Product Innovation: Explore opportunities for innovative product solutions that can differentiate the firm's offerings in the market. Foster a culture of innovation within the Product Development team. Regulatory Compliance: Ensure all products adhere to relevant U.S. regulatory guidelines, including SEC, IRS, ERISA, and other governing bodies. Collaborate with Legal and Compliance teams to ensure accurate documentation and transparent product disclosures. Key Qualifications Education: MBA or advanced degree in Finance, Business Administration, or related field. Certifications: CFA, CAIA, or a comparable financial certification. Experience: 8+ years of product management and development experience within financial services, asset management, or investment consulting, preferably with exposure to defined contribution and multi‑asset strategies. Proven track record in developing, launching, and managing investment products, including lifetime income solutions, co‑manufactured target‑date funds and managed account solutions. Familiarity with the DC industry, including an understanding of ERISA and the broad ecosystem (investment managers, insurers, middleware providers, investment consultants and advisors, etc.). Deep knowledge of various defined contribution vehicles, including collective investment trusts, mutual funds, separate accounts, and alternative investments. Skills: Excellent analytical and problem‑solving capabilities, with a strategic mindset. Strong project management skills, with proven ability to manage complex cross‑functional initiatives. Exceptional communication skills, both written and verbal, with the ability to influence stakeholders at all levels. Ability to manage multiple projects simultaneously, prioritize effectively, and meet deadlines. Experience with competitive analysis, financial modeling, and pricing strategies. Proficiency with industry tools, such as Morningstar Direct and Factset. Ability to travel (up to 25%). Key Competencies Relationship Building & Collaboration: Establish and nurture strong relationships across the firm, coordinating seamlessly with key internal stakeholders to ensure alignment and successful execution of initiatives. Leadership & Collaboration: Demonstrated ability to lead and motivate cross‑functional teams, driving alignment and accountability across departments. Innovation: Ability to identify new product opportunities and bring them to market with a focus on differentiation and client needs. Results‑Oriented: Proven ability to drive product development initiatives from ideation through to successful launch, with a focus on meeting client and business goals. Client‑Focused: Strong client service mentality, with experience engaging with clients and consultants to understand needs and gather feedback. Adaptability: Ability to thrive in a fast‑paced, evolving market environment, balancing multiple priorities while maintaining focus on key strategic objectives. Why Join Us? As the Director, Investment Specialist/Head of Co‑Manufactured Products, you will play a critical role in shaping the future of our product offerings for DC plans. You will have the opportunity to lead high‑impact initiatives that directly contribute to the firm's growth and success. Join a dynamic, collaborative environment that values innovation, excellence, and professional development. When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well‑being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see. About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy‑related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Referenced Salary Location Boston, Massachusetts Working Arrangement Hybrid Salary range is expected to be between $120,750.00 USD - $217,350.00 USD If you are applying for this role outside of the primary location, please contact ************************ for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job‑related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short‑ and long‑term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights Family & Medical Leave Employee Polygraph Protection Right to Work E-Verify Company: John Hancock Life Insurance Company (U.S.A.) #J-18808-Ljbffr

***Nous utilisons des* *pour fournir des statistiques qui nous aident à vous offrir la meilleure expérience sur note site. Vous y trouverez des renseignements sur les témoins, ou vous pouvez les désactiver si vous préférez. Toutefois, en continuant d'utiliser le site sans modifier les paramètres, vous consentez à notre utilisation de*****Position Overview**The **Director, Investment Specialist/Head of Co-Manufactured Products** will lead the end-to-end development and product management of innovative financial products, including proprietary products, co-manufactured target date collective investment trust funds, lifetime income and managed account solutions. The role requires expertise in multi-asset strategies, defined contribution plans, and innovative investment solutions. The Director will collaborate closely with cross-functional internal teams, including Sales, Marketing, Operations, Legal, Compliance, and Risk, to ensure successful product delivery. Externally, they will be the single point of contact with Fund Partners, Fiduciary partners and third-party trust companies. This individual will also oversee the strategic alignment of product initiatives with market trends, regulatory requirements, client needs and be accountable for commercial success of these products.**Key Responsibilities*** **Product Management**: Spearhead the ideation, design, and development of investment products, with a focus on retirement solutions, including target-date funds, lifetime income solutions, and multi-asset strategies. Ensure products meet client needs, market demands, and regulatory standards.* **Cross-Functional Leadership**: Lead and collaborate with internal teams (Sales, Marketing, Operations, Legal, Compliance, and Risk) throughout the product development lifecycle to ensure successful launch and management of new products.* **Market Research & Strategy**: Conduct in-depth research on market trends, competitive landscape, client demands, and regulatory changes to inform product strategy, anticipate future trends, and identify growth opportunities.* **Project Management**: Manage product development timelines, budgets, and resources, ensuring project milestones are met. Track progress, resolve issues, and keep stakeholders informed.* **Client & Consultant Engagement**: Partner with internal teams to present and position new products to clients, consultants, and prospects. Gather feedback and insights to continuously improve product offerings.* **Product Innovation**: Explore opportunities for innovative product solutions that can differentiate the firm's offerings in the market. Foster a culture of innovation within the Product Development team.* **Regulatory Compliance**: Ensure all products adhere to relevant U.S. regulatory guidelines, including SEC, IRS, ERISA, and other governing bodies. Collaborate with Legal and Compliance teams to ensure accurate documentation and transparent product disclosures.**Key Qualifications*** **Education**: MBA or advanced degree in Finance, Business Administration, or related field.* **Certifications**: CFA, CAIA, or a comparable financial certification.* **Experience**: + 8+ years of product management and development experience within financial services, asset management, or investment consulting, preferably with exposure to defined contribution and multi-asset strategies. + Proven track record in developing, launching, and managing investment products, including lifetime income solutions, co-manufactured target-date funds and managed account solutions. + Familiarity with the DC industry, including an understanding of ERISA and the broad ecosystem (investment managers, insurers, middleware providers, investment consultants and advisors, etc.). + Deep knowledge of various defined contribution vehicles, including collective investment trusts, mutual funds, separate accounts, and alternative investments.* **Skills**: + Excellent analytical and problem-solving capabilities, with a strategic mindset. + Strong project management skills, with proven ability to manage complex cross-functional initiatives. + Exceptional communication skills, both written and verbal, with the ability to influence stakeholders at all levels. + Ability to manage multiple projects simultaneously, prioritize effectively, and meet deadlines. + Experience with competitive analysis, financial modeling, and pricing strategies. + Proficiency with industry tools, such as Morningstar Direct and Factset* Ability to travel (up to 25%).**Key Competencies*** **Relationship Building & Collaboration:** Establish and nurture strong relationships across the firm, coordinating seamlessly with key internal stakeholders to ensure alignment and successful execution of initiatives.* **Leadership & Collaboration**: Demonstrated ability to lead and motivate cross-functional teams, driving alignment and accountability across departments.* **Innovation**: Ability to identify new product opportunities and bring them to market with a focus on differentiation and client needs.* **Results-Oriented**: Proven ability to drive product development initiatives from ideation through to successful launch, with a focus on meeting client and business goals.* **Client-Focused**: Strong client service mentality, with experience engaging with clients and consultants to understand needs and gather feedback.* **Adaptability**: Ability to thrive in a fast-paced, evolving market environment, balancing multiple priorities while maintaining focus on key strategic objectives.As the **Director, Investment Specialist/Head of Co-Manufactured Products**, you will play a critical role in shaping the future of our product offerings for DC plans. You will have the opportunity to lead high-impact initiatives that directly contribute to the firm's growth and success. Join a dynamic, collaborative environment that values innovation, excellence, and professional development.***When you join our team:**** We'll empower you to learn and grow the career you want.* We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.* As part of our global team, we'll support you in shaping the future you want to see.**À propos de Manuvie et de John Hancock**La Société Financière Manuvie est un chef de file mondial des services financiers qui aide les gens à prendre leurs décisions plus facilement et à vivre mieux. Pour en apprendre plus à notre sujet, rendez vous à l'adresse .**Manuvie est un employeur qui souscrit au principe de l'égalité d'accès à l'emploi**Chez Manulife/John Hancock nous valorisons notre diversité. Nous nous efforcons d'attirer, de perfectionner et de maintenir une main d'oeuvre qui est aussi diversifiée que nos clients, et de favoriser la création d'un milieu de travail inclusif qui met à profit la diversité de nos employés et les compétences de chacun. Nous nous engageons à assurer un recrutement, une fidélisation, une promotion et une rémunération équitables, et nous administrons toutes nos pratiques et tous nos programmes sans discrimination en raison de la race, de l'ascendance, du lieu d'origine, de la couleur, de l'origine ethnique, de la citoyenneté, de la religion ou des croyances ou des convictions religieuses, du genre (y compris grossesse et affection liée à une grossesse), de l'orientation sexuelle, des caractéristiques génétiques, du statut d'ancien combattant, de l'identité de genre, de l'expression de genre, de l'âge, de l'état matrimonial, de la situation de famille, d'une invalidité ou de tout autre motif protégé par la loi applicable.Nous nous sommes donné comme priorité d'éliminer les obstacles à l'accès égalitaire à l'emploi. C'est pourquoi un représentant des Ressources humaines collaborera avec les candidats qui demandent accommodement raisonnable pendant le recrutement. Tous les renseignements communiqués pendant le processus de demande d'accommodement #J-18808-Ljbffr

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Grow existing relationships through partnership referrals. Tailor wealth management planning to meet client needs. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials Series 7, 63, 65 (or 66) active and valid. A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Demonstrated track record in new business development and client book management. Proven experience in a team-oriented consumer bank setting. Familiarity with servicing high-net-worth individuals. Comfortable operating in a dynamic, entrepreneurial environment. Bachelor's degree is preferred. Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit *************************************** We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Hours & Work Schedule Hours per Week: 40 Work Schedule: Varies Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

A leading financial advisory firm in Boston seeks a Director of Financial Planning to provide top-tier financial advice to clients. Candidates should have direct client-facing experience in wealth management and a strong background in building lasting client relationships. Responsibilities include evaluating client needs, developing recommendations, and serving the client's best interests without seeking commissions. The anticipated cash range for this role is $125,000 - $350,000, reflecting base salary and bonuses, with opportunities for performance-based compensation. #J-18808-Ljbffr

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…) #J-18808-Ljbffr

A financial services consulting firm in Boston seeks a skilled Business Analyst. The ideal candidate will have over 3 years of business analysis experience, preferably in financial services, and demonstrate strong analytical and development skills. Responsibilities include defining requirements for financial applications and collaborating with business partners. A Bachelor's degree in a related field is required, alongside proficiency in tools like JIRA and SQL. This role offers a dynamic work environment in a fast-paced industry. #J-18808-Ljbffr

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. #J-18808-Ljbffr

A leading investment firm in Boston seeks an Associate for the Risk Management Team. Responsibilities include advancing the firm's risk management framework, enhancing risk models, and conducting portfolio risk analysis. Ideal candidates will hold a degree in a technical field and possess strong quantitative skills alongside programming experience in languages like Python and SQL. This role offers the opportunity to work in a collaborative environment while driving projects to successful completion. #J-18808-Ljbffr

A leading consulting firm is seeking a Financial Due Diligence Manager in Boston. You will manage financial due diligence for transactions, coordinate cross-functional teams, and maintain strong client relationships. Required qualifications include a Bachelor's degree in Accounting, 6+ years of consulting experience, and strong knowledge in US GAAP. The position offers a salary range of $138,200 to $207,400. Travel is expected up to 25%. This role provides an opportunity for leadership and mentorship. #J-18808-Ljbffr

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.

A leading investment banking firm in Boston is seeking an Associate to work closely with senior team members on corporate finance transactions and business development initiatives. This role involves analyzing financial data, building financial models, and managing due diligence. Candidates should have a bachelor's degree and 2-4 years of relevant experience, with proficiency in Microsoft Office and Capital IQ. The position offers a competitive salary range of $110,000 - $125,000 along with various benefits. #J-18808-Ljbffr

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.

Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners. These owners, who share the belief that the majority of property loss is preventable, represent many of the world's largest organizations, including one of every four Fortune 500 companies. They work with FM to better understand the hazards that can impact their business continuity to make cost-effective risk management decisions, combining property loss prevention with insurance protection. Summary: FM Investment Operations supports the investment activity of the Investment Team across asset classes, including both internally and externally managed portfolios, multiple investing entities, and various vehicle types including mutual funds, Collective Investment Trusts, Hedge Funds, Private Funds, as well as separately managed accounts. Investment Operations is seeking a highly motivated and detail-oriented Senior Investment Operations Analyst to play a lead role in supporting and expanding FM's Order Management System (“OMS”) life cycle. OMS support and expansion consists of researching new market trading opportunities, counter-party management, aggregate and segregate portfolio compliance, along with various related activities. The ideal candidate will leverage their experience within investment operations, including counterparty management, regulatory compliance and risk management exposure, strong technical proficiency, and eagerness to optimize processes to provide exceptional support to the continued growth and evolution of FM's investment management infrastructure. This role requires excellent communication and organizational skills, strong problem-solving abilities, and the ability to thrive in a small team environment where individual and small group collaboration are critical. Schedule & Location This position is an exempt, full-time office-based position in Waltham, MA and Boston, MA. Internal Portfolio Support Analyze, maintain and remedy daily post-trade processing and reconciliation for equity and fixed income trades, ensuring timely matching, settlement, and updates to core systems (e.g., Bloomberg AIM). Facilitate onboarding and ongoing engagement with trading counterparties to ensure seamless trade execution and connectivity. Support the expansion of trading instruments in developed and emerging markets. Compliance Monitoring Expand the compliance and monitoring structure through daily, weekly, and monthly portfolio oversight and internal reporting through Bloomberg AIM or other available resources. Configure and maintain compliance rules within Bloomberg AIM, ensuring thorough testing, documentation, and adherence to change management protocols. System Setup & Maintenance Set up and maintain accounts and assets within core systems for both internally and externally managed portfolios. Oversee data integration processes including start-of-day (SOD) position reviews and ongoing updates of non-custodied assets within core systems. Process Optimization & Automation Collaborate with team members and external parties to identify and implement opportunities to streamline operational workflows and activities to improve efficiency and reduce risk. External Manager Oversight Support reconciliation and oversight of external manager trading activity and performance data, ensuring accuracy and consistency across systems. Reporting & Documentation Maintain ownership of various internal reporting deliverables and support monthly/quarterly management reporting processes. Ensure key processes and controls are well documented, maintained and where applicable enhanced, ensuring a high degree of operational transparency and audit readiness. Project & Initiative Support Participate in cross-functional projects and strategic initiatives aimed at enhancing investment operations capabilities and infrastructure. Required Work Experience 5-10 years of experience in investment operations, preferably within an institutional asset management or insurance company setting, consisting of an OMS and Trade Compliance focus. Strong understanding of post-trade processing and settlement across various markets and asset types. Strong technical proficiency and experience, preferably working with database development. Previous experience and exposure to portfolio accounting requirements and deliverables, highly desired. Required Education Bachelor's degree in Finance, Economics, Accounting, or related field. Required Skills Excellent analytical, organizational, and communication skills. Desired experience in leading transition management initiatives intra and inter-departmentally. Ability to proactively work individually and collectively in a small team-oriented environment. The hiring range for this position is $117,280 - $168,600 annually. The final salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FM's comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more. FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.

About Us PLEASE NOTE: This is a Hybrid position located in Westborough MA. The job will require to train on-site and to work 3 days on-site in Westborough, MA. Identify customer-related trends, patterns, typologies and issues associated with money laundering, terrorist financing and other suspicious transactions. Ensure that all transactions/customers deemed suspicious are referred to the appropriate BSA Analyst or Supervisor in a timely manner and in accordance with Bank policies and procedures. Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Responsibilities Complete analysis of BSA/AML alerts within established timeframes and following alert processing guidelines. Recommend alerts to send to case for further evaluation of suspicious activity Manage BSA cases by analyzing and documenting results of activity and supporting documentation, resulting in a recommendation to file or not to file a Suspicious Activity Report (SAR) Participate in SAR completion process including SAR filing, SAR committee, SAR narratives, Quality Review, and SAR re-files. Utilize multiple systems including but not limited to core banking, AML monitoring software, check imaging software, document imaging software and online resources to analyze transaction activity and identify unusual patterns Conduct enhanced due diligence on high-risk customers and recommend changes to risk ratings when warranted Prepare and maintain documentation necessary to fulfill regulatory and third party audit requirements Monitor Customer Due Diligence (CDD) questionnaires for completion and follow up with responsible departments for corrections as appropriate. Evaluate CDD alerts for unidentified high-risk customers generated by the AML monitoring system. Monitoring proper and correct completion of beneficial owner documentation as required for business deposit accounts and commercial loans. Complete verification and filing of Currency Transaction Reports (CTRs) within regulatory deadlines. Complete analysis of watch list alerts including possible matches to OFAC SDN lists, sanctioned countries, politically exposed persons, and internal lists Provide backup coverage as needed for all BSA AML related tasks. Participates in annual required BSA/AML training Serves as a resource for internal departments Performs related and unrelated duties as may be required. May be required to travel to designated high-risk customer sites to observe presence of ATM machines, lottery sales and money transfer services. Requirements BA or BS degree preferably in finance, accounting or related discipline, or equivalent work experience. A minimum of 3 years BSA/AML or related banking experience. Must have at least basic knowledge in all areas of the BSA/AML and regulatory requirements. Experience using BSA/AML or Fraud monitoring systems preferred. Must possess excellent verbal and written communication skills. Must be self-motivated with excellent analytical and investigative skills. Must be willing to attend BSA/AML training sessions both on and off bank premises. Must possess at least intermediate technology skills, including fluency in Word, Excel and Outlook applications. Expected Pay Range The expected annual pay range for this role is $45,122 to $74,451. This pay range is the annual 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

Duties and Responsibilities Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value. This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include: Financial modeling and analysis across a wide range of industries Drafting descriptive memoranda for sale and financing assignments Creating materials for advisory assignments, including fairness and valuation opinion presentations Identifying, evaluating and contacting potential targets or acquirers Organizing and coordinating due diligence sessions with transaction counterparties Preparing presentations and pitch material for the solicitation of new business Writing research reports on select industries and sectors Culture Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program. Qualifications The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred. About TM Capital: TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years. TM Capital is an Equal Opportunity Employer.

About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit *********************** POSITION OVERVIEW The Investment Operations Analyst will help support $190bn+ in assets across various asset classes, including fixed income, illiquid credit, asset backed securities and real assets. The individual will focus on supporting these asset classes through a variety of functions outlined below: Develop a broad understanding of all asset classes invested in by Global Atlantic Support day-to-day reviews of investment guideline compliance reports Assist with ongoing automation efforts Launch of new sidecar compliance processes Help respond to client inquires Run ad-hoc analysis / scenario-based testing for our Investments Team QUALIFICATIONS Bachelor's degree with 0-2 years of relevant experience preferred (for recent college graduates, bachelor's degree in Economics, Finance, Accounting, or a related field) Understanding of Fixed Income asset Interest in finance/investments, with basic accounting knowledge. Interest in operational, accounting, and legal aspects of investments. Strong analytical and problem solving skill set Ability to work with Portfolio Managers and senior management Excellent communication and interpersonal skills to work in a fast paced, team environment This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance. Global Atlantic EEOC Statement Global Atlantic is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law. The base salary range for this role $72,000-$136,800 USD Privacy Statement Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to ***************** Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.

The Director, Investment Specialist/Head of Co-Manufactured Products will lead the end-to-end development and product management of innovative financial products, including proprietary products, co-manufactured target date collective investment trust funds, lifetime income and managed account solutions. The role requires expertise in multi-asset strategies, defined contribution plans, and innovative investment solutions. The Director will collaborate closely with cross-functional internal teams, including Sales, Marketing, Operations, Legal, Compliance, and Risk, to ensure successful product delivery. Externally, they will be the single point of contact with Fund Partners, Fiduciary partners and third-party trust companies. This individual will also oversee the strategic alignment of product initiatives with market trends, regulatory requirements, client needs and be accountable for commercial success of these products. Key Responsibilities Product Management: Spearhead the ideation, design, and development of investment products, with a focus on retirement solutions, including target-date funds, lifetime income solutions, and multi-asset strategies. Ensure products meet client needs, market demands, and regulatory standards. Cross-Functional Leadership: Lead and collaborate with internal teams (Sales, Marketing, Operations, Legal, Compliance, and Risk) throughout the product development lifecycle to ensure successful launch and management of new products. Market Research & Strategy: Conduct in-depth research on market trends, competitive landscape, client demands, and regulatory changes to inform product strategy, anticipate future trends, and identify growth opportunities. Project Management: Manage product development timelines, budgets, and resources, ensuring project milestones are met. Track progress, resolve issues, and keep stakeholders informed. Client & Consultant Engagement: Partner with internal teams to present and position new products to clients, consultants, and prospects. Gather feedback and insights to continuously improve product offerings. Product Innovation: Explore opportunities for innovative product solutions that can differentiate the firm's offerings in the market. Foster a culture of innovation within the Product Development team. Regulatory Compliance: Ensure all products adhere to relevant U.S. regulatory guidelines, including SEC, IRS, ERISA, and other governing bodies. Collaborate with Legal and Compliance teams to ensure accurate documentation and transparent product disclosures. Key Qualifications Education: MBA or advanced degree in Finance, Business Administration, or related field. Certifications: CFA, CAIA, or a comparable financial certification. Experience: 8+ years of product management and development experience within financial services, asset management, or investment consulting, preferably with exposure to defined contribution and multi-asset strategies. Proven track record in developing, launching, and managing investment products, including lifetime income solutions, co-manufactured target-date funds and managed account solutions. Familiarity with the DC industry, including an understanding of ERISA and the broad ecosystem. Deep knowledge of various defined contribution vehicles, including collective investment trusts, mutual funds, separate accounts, and alternative investments. Skills: Excellent analytical and problem-solving capabilities, with a strategic mindset. Strong project management skills, with proven ability to manage complex cross-functional initiatives. Exceptional communication skills, both written and verbal, with the ability to influence stakeholders at all levels. Ability to manage multiple projects simultaneously, prioritize effectively, and meet deadlines. Experience with competitive analysis, financial modeling, and pricing strategies. Proficiency with industry tools, such as Morningstar Direct and Factset. Travel: Ability to travel (up to 25%). Key Competencies Relationship Building & Collaboration: Establish and nurture strong relationships across the firm, coordinating seamlessly with key internal stakeholders to ensure alignment and successful execution of initiatives. Leadership & Collaboration: Demonstrated ability to lead and motivate cross-functional teams, driving alignment and accountability across departments. Innovation: Ability to identify new product opportunities and bring them to market with a focus on differentiation and client needs. Results-Oriented: Proven ability to drive product development initiatives from ideation through to successful launch, with a focus on meeting client and business goals. Client-Focused: Strong client service mentality, with experience engaging with clients and consultants to understand needs and gather feedback. Adaptability: Ability to thrive in a fast-paced, evolving market environment, balancing multiple priorities while maintaining focus on key strategic objectives. Why Join Us? As the Director, Investment Specialist/Head of Co-Manufactured Products, you will play a critical role in shaping the future of our product offerings for DC plans. You will have the opportunity to lead high-impact initiatives that directly contribute to the firm's growth and success. Join a dynamic, collaborative environment that values innovation, excellence, and professional development. When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see. マニュライフ・ファイナンシャル・コーポレーションは,「あなたの未来に,わかりやすさを」を提供する,国際的な大手金融サービスプロバイダーです。当社について詳しくは, *********************************** マニュライフは機会均等を是とする雇用主です。マニュライフ/ジョン・ハンコックでは,多様性を受け入れます。私たちは,サービス提供先であるお客さまと同様に,多様な人材を引きつけ,育成し,定着させ,文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用,定着,昇進,報酬に努めています。当社のすべての慣行およびプログラムは,人種,祖先,出身地,肌の色,民族的出自,市民権,宗教または宗教的信念,信条,性別（妊娠および妊娠関連の状態を含む）,性的指向,遺伝的特徴,退役軍人としての地位,性自認,性に関する表明,年齢,婚姻状況,家族状況,障害,または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。 雇用への平等なアクセスを提供するために,障壁を取り除くことが当社の優先事項です。人事担当者は,応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は,適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには,************************までご連絡をお願いします。 Boston, Massachusetts ハイブリッド勤務 $120,750.00 USD - $217,350.00 USD Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. They also offer retirement savings plans, incentive compensation tied to business and individual performance, and generous paid time off, including up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time each year, and full statutory leaves of absence. #J-18808-Ljbffr

Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future #LMI The Position As a member of the Risk Management Team, the Associate will assist with risk analysis, monitoring, and framework development across Liberty Mutual Investments with a focus in Analytics. This individual will help develop and/or automate new analytics and existing processes. In addition to wide-ranging contributions to risk management and monitoring, this Risk Management professional will help to elevate the firm's risk culture of constructive inquiry and advocate for the broader risk framework, which forms an integral part of LMI's investment process. Responsibilities Overseeing and advancing LMI's risk management framework Develop and/or enhance risk models and the risk framework to effectively manage risks and to improve risk management capabilities. Prepare monthly and quarterly portfolio risk review material, as well as providing ad hoc portfolio and risk analysis as necessary. Monitoring global market developments and identifying major risks to our portfolio Relating market conditions, industry and regulatory developments to investment execution Qualifications A degree in Computational Finance, Economics, or technical field and 3-5 years of relevant work experience is required. A graduate degree would be a plus. The ideal candidate must also bring the following qualifications: A strong quantitative background, including statistics, computational or numerical simulation methods, and econometrics Programming experience in dynamically typed languages, including Python, Excel VBA, SQL Familiarity with generative AI models Demonstrated capability to drive projects to successful completion through cross-functional collaboration Must be a self-starter with ambition and intellectual curiosity, as well as exceptional problem- solving skills, strategic thinking Knowledge of various types of investments and their characteristics, including equities, fixed income investments, real estate/real assets and alternative investments Familiarity with Bloomberg, Aladdin and other standard financial databases and tools preferred Ability to work independently as well as thrive in a team environment A passion for risk management and a desire to learn about the field Strong communication/interpersonal skills, and the ability to interact with a variety of investments and support professionals About Us As a purpose-driven organization, Liberty Mutual is committed to fostering an environment where employees from all backgrounds can build long and meaningful careers. Through strong relationships, comprehensive benefits and continuous learning opportunities, we seek to create an environment where employees can succeed, both professionally and personally. At Liberty Mutual, we believe progress happens when people feel secure. By providing protection for the unexpected and delivering it with care, we help people embrace today and confidently pursue tomorrow. We are proud to support a diverse, equitable and inclusive workplace, where allemployees feel a sense of community, belonging and can do their best work. Our seven Employee Resource Groups (ERGs) offer a centralized, open space to bring employees and allies together to connect, learn and engage. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco #J-18808-Ljbffr

Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners. These owners, who share the belief that the majority of property loss is preventable, represent many of the world's largest organizations, including one of every four Fortune 500 companies. They work with FM to better understand the hazards that can impact their business continuity to make cost-effective risk management decisions, combining property loss prevention with insurance protection. FM Investment Operations supports the investment activity of the FM Investment Team across asset classes, including both internally and externally managed portfolios, multiple investing entities, and various vehicle types such as separate accounts, mutual funds, CITs, hedge funds, and private funds. We are seeking a highly detail-oriented and proactive Senior Investment Operations Analyst to support the continued growth of our externally managed portfolio, playing a lead role in coordinating the onboarding and set-up of new managers, supporting ongoing transaction activity and capital movements, as well as providing detailed cash forecasting and oversight. The ideal candidate will take a collaborative and hands-on approach to driving efficient execution of these activities, developing strong working relationships both internally, as well as with our key service providers and external investment managers, ensuring proactive, concise, and transparent communication. This role requires excellent organizational skills, deep experience supporting investment activity across multiple vehicle types including both public and private assets, and the ability to thrive in a small, collaborative team environment. Schedule & Location This position is an exempt, full-time office-based position in Waltham, MA and Boston, MA. External Manager Onboarding & Lifecycle Support • Lead operational onboarding of external managers across FM investment portfolios, including separate accounts and pooled fund types (mutual funds, CITs, hedge funds, private funds, etc.) • Interface with external managers, administrators, transfer agents, and custodians to establish accounts, prepare subscription documents and related KYC information, and coordinate detailed funding mechanics through completion ensuring seamless execution. • Lead bi-weekly internal onboarding meetings, track action items, and provide proactive weekly updates to ensure transparency across workstreams. • Support ongoing administrative aspects related to the external portfolio including KYC updates, maintenance, and provision of contact lists, authorized signers lists, etc. • Assist in operational due diligence of external managers in collaboration with senior Investment Operations team members. Cash Forecasting & Reconciliation • Support daily cash forecasting and reconciliation processes, integrating internal and external portfolio activity with FM operational flows to produce actionable forecasts for senior management. • Drive enhancements to the cash forecasting process through automation, improved data integration, and robust quality controls. Capital Activity Oversight • Provide ongoing support for capital call and distribution activity across FM's private investment portfolio, coordinating with external service providers to ensure timely execution of transaction activity. • Ensure accurate setup and maintenance of new private investments within FM's core systems and service providers. Reporting & Controls • Contribute to monthly and quarterly management reporting deliverables. • Maintain and enhance documentation of procedures and internal controls. • Participate in team projects and strategic initiatives. Required Work Experience • 5-10 years of relevant investment operations experiences supporting multi asset class investments including privates market investments. • Deep knowledge of investment operations across various asset, account, and vehicle types and related transaction processes. • Hands-on experience supporting private asset portfolios including capital call and distribution processing. Required Education • Bachelor's degree in Finance, Accounting, Economics, or a related field. Required Skills • Exceptional attention to detail and organizational skills. • Strong communication and problem-solving abilities. • Ability to manage multiple priorities and collaborate effectively across teams. • Proven team player comfortable working in a small, dynamic team environment. The hiring range for this position is $117,280 - $168,600 annually. The final salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FM's comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more. FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.