HarbourVest jobs in Boston, MA

For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking. In our collegial environment that's marked by low turnover and high energy, you'll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences. We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm. HarbourVest is an equal opportunity employer. This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed. We are seeking a Senior Associate, Social Media and Digital Marketing to join our team in Boston! This role is an outstanding opportunity for an experienced professional to expand our online presence by working closely with our executive leadership to build their social profiles and voice, in conjunction with extending our brand voice and content engine. This individual will collaborate extensively with the wider Marketing team, encompassing Digital Marketing, Executive Communications and Public Relations team, Internal Communications team, and global marketing teams. A suitable candidate should possess the necessary presence and knowledge to coordinate our executive social media communications as well as assist in our wider digital marketing initiatives! What you will do : This role is split between social media and digital marketing responsibilities, requiring a professional who thinks action-first and adept at dealing with multiple priorities and partners. Executive Social Media & Content (60%) Executive Social Media Strategy: Develop and manage a strategic social media presence for our CEO and other firm leaders, ensuring all content aligns with their professional brand and the firm's overarching goals. Content Creation: Create and curate high-impact content that enhances their industry presence and engagement. Community Management: Proactively monitor and engage with relevant conversations on platforms like LinkedIn, including interacting with industry peers, key influencers, and notable publications to amplify our executives' voices and expand their networks. Reputation Coordination: Actively observe digital platforms to safeguard and coordinate online reputation, aiding in communication during delicate scenarios. Paid Media Strategy: Develop and manage a paid strategy for content boosting and campaign promotion, working with agency partners. This includes driving targeted paid social strategies using geo-targeting and other audience segmentation to increase reach and impact for key audiences from investor prospects to policy decision makers. Promote Executive Event Participation: Strategically promote the attendance of our executives at key industry events, conferences, and webinars. This involves crafting compelling social media content on channels such as LinkedIn to showcase their involvement and emphasize their position as speakers, panelists, or guests. Post-Event Content Amplification: Capture and distribute key takeaways, insights, and media (such as photos or short video clips) from events to extend the reach of executive thought leadership, reinforce their expertise and share with our corporate social media team for broader brand awareness. Analytics and Storytelling: Monitor meaningful data points and transform them into practical conclusions and a captivating story about the influence of our executives' social media presence. Use this data to inform and refine social media strategies, ensuring we continuously enhance our brand reputation and attract key investors and top talent. Key competencies include: Eye For Business, Composure, Organizational Agility, Command Skills, Listening, Presentation Skills, Written Communications, committed, Creativity, Project Management Digital Marketing & Website (40%) Digital Strategy: Analyze metrics to measure the effectiveness of all digital initiatives and provide strategic insights to inform future campaigns. Web Optimization: Collaborate with the digital team to develop new landing page concepts and designs. Support ongoing SEO improvements and enhance in search results for potential clients and investors. Analytics and Reporting: Track and report analytics on website activity, using insights from trends to propose new digital and UX/UI options. This reporting would be highly focused on demonstrating a tangible return on investment by connecting digital engagement to business outcomes like lead generation and media mentions. Candidates should be proficient in using Google Analytics and other platform-specific analytics to provide actionable insights. Technical Proficiency & Platform Expertise: In support of a potential website redesign, the ideal candidate will work closely with the Digital Marketing Manager to assist with content migration, ensure accurate tagging for analytics, and help maintain the overall project roadmap. They should possess strong technical proficiency, demonstrated through experience with sophisticated Web Content Management Systems (WCMS), and be able to think strategically about using platform capabilities. This includes using a Digital Asset Management (DAM) system, ensuring content consistency across various channels, and optimizing workflows to enable efficient content publishing. Additional Digital Initiatives: Support other digital marketing efforts as needed, including campaigns, paid search (SEM), and overall digital strategy. Key competencies include: Decision Quality, Problem Solving, Learning on the Fly, Technical Learning, Action-Oriented, Managing and Measuring Work, Customer Focus What you bring: We are looking for a candidate with the following qualifications: Experience: 3-5 years of relevant marketing experience, ideally within financial services, investment banking, or public relations. Communication: Superb written and verbal communication skills, with the ability to voice social media copy for senior executives. Project Management: Demonstrating strong interpersonal skills and adept project management abilities to coordinate and manage various initiatives involving different collaborators, timelines, and scopes. High attention to detail is critical. Collaboration: Willingness and confidence in working with collaborators across teams. Technical Proficiency: Strong competence with technology; specifically, software and tools related to web content management systems (WCMS), project management, and CRM/databases. Software Skills: Proficient within the Microsoft Suite (Excel, Word, PowerPoint), Adobe Products (Acrobat, Photoshop, InDesign, Express), social media tools, Google Analytics, Adobe Experience Manager, Figma or Canva. Policy Campaigns: Experience working with policy decision makers and public affairs teams a plus. Education Preferred B.S./B.A. in Marketing, Business or related field. Experience 5-8 Years relevant marketing experience #LI-Hybrid Salary Range $89,000.00 - $133,000.00 This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Basic Purpose: Work on a high net worth sales desk and partner with an external Strategy Specialist to drive AUM growth and awareness for the team's strategies in assigned territory. Primary Responsibilities: Support External Strategy Specialist in managing a large geographic territory. Act in consultative manner with sophisticated advisors in implementing advanced strategies. Identify client needs and coordinate efforts to service assigned advisors. Provide technical and sales support when possible and partner with Eaton Vance wholesalers inside territory footprint. Become proficient and be able to present on ultra-high net worth strategies and vehicles. Serve as liaison for multiple departments such as operations, legal, client services, portfolio managers, Eaton Vance Sales, and product management. Be primary driver of analytics and the processing of transitioning equity accounts. Provide support and problem resolution for ultra-high net worth vehicles. Lead coordination of problem resolution between Eaton Vance and affiliates. Assist in contracts and account opening. Qualifications: Ability to sell and think analytically. High energy and organizational skills. Ability to work in close-knit group with high consistent work volume. Must be able to handle pressure situations and follow procedural guidelines. Bachelor's degree required. Minimum of 3 years of related industry experience preferred. FINRA Series 7, 63/65 or 66. Strong computer skills: MS Word, Excel, and PowerPoint. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $90,000 and $100,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,100 investment professionals around the world and $1.6 trillion in assets under management or supervision as of March 31, 2022. MSIM strives to provide strong long-term investment performance, outstanding service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. General Description The Investment Management Analyst Program in the Fixed Income High Yield group typically runs five years and is intended for talented graduates who possess a strong interest in financial markets. The program begins with extensive training designed to equip Analysts with the fundamental skills they need to be successful in investment management. The Analyst will support industry coverage and portfolio management workflows within the High Yield group's investment team. Successful Analysts will gain substantial job responsibility and may progress to the Associate level during the program. Progression beyond the five-year program is dependent on staffing needs. This position offers an unparalleled opportunity to influence investment decision-making while learning directly from experienced portfolio managers, analysts, and operations team members. The High Yield department manages $26.4 billion as of March 31, 2025. Members of the High Yield research team contribute to idea generation by conducting thorough fundamental research and relative value analysis. Research is organized by industry specialization with each Senior Analyst covering high-yield companies within two to four industries. When pertinent, members of the High Yield Group work closely with analysts from MSIM's equity, leveraged loan, global income, and investment grade teams. Primary Responsibilities Assist Senior High Yield Analysts and Portfolio Managers in their evaluation of potential investment opportunities. At a high level, this includes: (i) analysis of industry fundamentals and outlooks, and (ii) conducting in-depth fundamental research on individual company business models, operating strategies and outlooks. This work typically results in a conclusion regarding the creditworthiness of the company being evaluated and the relative attractiveness of their debt instruments. Build and maintain proprietary financial models from data obtained from company filings (e.g., 10-Ks, 10-Qs) and other data sources (e.g., Bloomberg, S&P Capital IQ, industry-specific information providers). In addition to company-specific financial models, credit analysis often includes additional elements, such as: sensitivity analyses, peer comparisons and industry-specific analyses. Prepare detailed initiation of coverage research reports and periodic updates. Take part in due diligence meetings with management teams. Participate in daily investment team meetings, company reviews (often occurring as a result primary issuance or a secondary market opportunity) and industry reviews. Work on special projects and assignments for the High Yield Team. Responsibility increases are based on merit and investment performance. Job Requirements A bachelor's degree and approximately 0-2 years of relevant work experience Strong academic record combined with extracurricular achievements Outstanding oral and written communication skills Strong Excel skills; experience modeling corporate financial statements (income statements, balance sheets, and cash flow statements), preferably from a credit perspective The ability to function reliably and independently with a high degree of accuracy and attention to detail Understanding of the corporate bond and equity markets WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $125,,000 per year for Associate level at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication * Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures * Lead, mentor, and supervise a team of Support and Service Professionals * Promote cross-training, learning, development and recognition of Service and Support Professionals within the Market * Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals * Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution * Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls * Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs * Manage and oversee Support Professionals coverage for Financial Advisors in the Branch * Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements * Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight * Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies * Facilitate and manage resolution of client inquiries/requests * Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates * Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies * Additional operational oversight may be required * Administer other duties as delegates by the Market Business Service Officer Qualifications - External EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * Bachelor's degree required or equivalent education * Previous industry experience * Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65) * Other licenses as required for the role or by management Knowledge/Skills * Effective written and verbal communication skills * Strong attention to detail * Ability to prioritize and resolve complex needs and escalate as necessary * Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies * Evidence of strong leadership and talent development capabilities * Previous supervisory experience preferred * Exceptional organizational and time management skills * Exceptional conflict resolution skills * Ability to manage relationships, motivate and lead groups of people at various levels throughout the Market * Knowledge of Firm's Risk & Compliance policies * Ability to think strategically Reports to: * Market Business Service Officer Direct reports: * Support Professionals WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking. In our collegial environment that's marked by low turnover and high energy, you'll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences. We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm. HarbourVest is an equal opportunity employer. This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed. As a Senior Technical Support Specialist, you will have a crucial part in enhancing the technical depth and operational excellence of our Global Service Desk (GSD). You will address sophisticated support issues, propel process improvements, and act as a technical mentor to the team-while remaining fully accountable for your own work and building toward future leadership opportunities. This role reports into the GSD Americas Manager. The ideal candidate is someone who is: A proactive problem-solver who anticipates technical and operational challenges, implementing preventive measures before issues impact users or leadership. A reliable technical expert for team members and collaborators, capable of translating intricate technical ideas into understandable business language. A forward-thinking innovator who finds opportunities to streamline workflows, automate tasks, and improve the end-user experience. Remaining calm and making decisions under pressure, demonstrating good judgment in critical situations, and taking the lead in resolving issues. A mentor and role model, championing a culture of perpetual advancement and technical expertise within the team. Demonstrates a strong customer-first mindset by proactively resolving technical issues and ensuring a seamless support experience for end users. What you will do: Act as the primary technical liaison for challenging support issues throughout the Americas, encompassing executive and VIP assistance. Drive continuous improvement through automation, standardization, and adoption of guidelines in endpoint management, identity, and collaboration platforms. Collaborate with IT leadership and business collaborators to align support strategies with organizational goals and upcoming initiatives. Supply technical support to GSD team members, contributing to the growth of their capabilities and enhancing overall team confidence. Participate in critical incident response and on-call rotations, ensuring resolution and clear communication to senior management. Contribute to project delivery and operational readiness across IT initiatives. Must be able to perform physical tasks such as moving equipment, accessing cables under desks, and navigating office environments. What you bring: Demonstrable experience in revitalizing service desk/desktop teams through improved trust, processes, and performance metrics. Strong executive support credibility: Able to advise senior collaborators and translate technical risk into business impact. Proficiency in Windows 11, Microsoft 365/Teams, Intune/Autopilot, Azure AD, Okta, and basic networking. Experience implementing incident, request, problem, and change workflows in an ITIL-aligned environment. A proactive operations demeanor: Establishing health checks, patch/compliance baselines, capacity plans, and supervising to prevent issues. Automation & tooling skills: Using PowerShell and scripting to reduce toil, standardize builds, and generate operational insights. Outstanding communication and customer service proficiencies, skilled in aiding users within technical and business realms. Ability to prioritize effectively while upholding integrity and composure. Education Preferred: Bachelor of Science (B.S.) or equivalent experience Experience: Demonstrated ability in Technical Support / Endpoint Management preferred (Senior Associate level) Certifications (preferred): ITIL Foundation CompTIA A+ Other relevant certifications (e.g., Microsoft MD-102, Network+) Salary Range $77,000.00 - $123,000.00 This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries. This position is non-exempt and therefore eligible for the payment of overtime.

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

For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking. In our collegial environment that's marked by low turnover and high energy, you'll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences. We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm. HarbourVest is an equal opportunity employer. This position will be a hybrid work arrangement, which translates to 2-3 days minimum per week in the office. The sales enablement lead for custom solution RFPs will join HarbourVest's Institutional Product Marketing team and be responsible for leading Request for Proposals (RFPs) and other prospective investor requests such as follow-up questionnaires and fundraising inquiries in support of our custom solutions. The ideal candidate is someone who is: Possesses strong analytical skills along with writing, editing, and proofreading proficiencies. Demonstrates effective interpersonal and project management abilities. Experienced in leading multiple projects, maintaining attention to detail, and working collaboratively. Able to think critically and integrate information from various sources to produce clear and persuasive results. Understands performance analytics and brings a strong level of proficiency with data What you will do: Coordinate formal inquiries and RFPs from prospective investors for HarbourVest's custom solutions. Serve as project lead, facilitating kick-off meetings, communicating tasks, generating content, and coordinating team members to fulfill investor requests. Ensure responses align with SEC marketing guidelines in collaboration with Marketing Compliance. Work with internal functional teams (solutions, investments, operations, legal/compliance, etc.) to address various investor inquiries. Perform other required responsibilities. And other responsibilities as required What you bring: Capable of working independently as well as within a team setting Understands market opportunities, HarbourVest's competitive advantages, and can craft responses for investor inquiries Builds content to support our Separately Managed Accounts, including the relevant investment strategies for each custom solution Edits and proofreads written materials to ensure clarity, accuracy, and consistency Proficiency with MS Office, Adobe Acrobat and RFP software is a plus Brings institutional and investment background, with additional experience in alternative investments preferred Education Preferred: Bachelor of Arts (BA), Bachelor of Science (BS) or higher degree or equivalent experience Experience: 8-10+ years of proven experience in investment management/private equity/fixed income/marketing/RFP capacity preferred #LI-Hybrid

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.7 trillion in assets under management as of June 30, 2025. MSIM strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. For further information about Morgan Stanley Investment Management, please visit ************************* The Specialty Solutions Group (SSG) is seeking an experienced professional to join the team, in a unique hybrid capacity, combining the responsibilities of an investment strategist with complementary equity research responsibilities. With over $75b in AUM and experiencing strong business growth, the SSG Team is seeking an investment professional who can contribute to investment analysis of equities across a range of market caps and industries, as well as engaging with internal and external partners, consultants and high net worth prospects. This role is ideal for a candidate who thrives in both analytical and strategic environments and is passionate about investing. What you'll do in the role: * Develop thought leadership content including white papers, presentations, and ad hoc analyses to support business development efforts of SSG. * Serve as a subject matter expert on SSG's offerings and consult with appropriate team members on product positioning and outreach efforts. * Communicate portfolio positioning, performance drivers and investment rationale to internal and external stakeholders. * Act as a spokesperson for the business, providing investment insights and training to financial advisors, wealth management consultants, and due diligence teams. * Lead competitive market analysis, track investor trends, and support product launches. * Prepare presentations and act as a conduit between investment and distribution teams * Build and maintain relationships with sales partners, research teams, investment consultants, and financial advisor community. * Collaborate with marketing, legal, and product development teams to support business development and maintain accurate offering materials. * Research, analyze, and provide investment recommendations on publicly traded companies across a variety of industries and market caps (focus on SMID). * Identify secular growth opportunities as well as risks across a broad investment universe. * Pursue a long-term investment approach balancing investment and tax considerations. * Utilize both qualitative and quantitative research to generate actionable investment insights. * Establish and maintain effective relationships with other analysts to maximize knowledge across sectors. What you'll bring to the role: * Minimum 10-15 years of relevant investment experience, with expertise in small and mid-cap securities preferred * CFA and Master's degree in business or finance required * Proven ability to articulate investment strategy and insights to clients, consultants, and internal stakeholders * Proven track record of generating alpha over an extended investment horizon * Superior understanding of securities analysis, valuation methods, and investment research techniques * Excellent communication, presentation, and interpersonal skills * Strong leadership and decision-making skills * Advanced computer proficiency and strong attention to detail * Willingness and ability to travel Who you are: * Operates with a strong sense of ethics and integrity in your interactions with others and decision making. * Takes accountability and ownership in your work with a focus on long-term value creation. * Track record of fostering a culture of honesty, transparency and accountability within teams. * Proven ability to collaborate across teams to deliver optimal solutions for clients. * A passion for innovation, with a continuous improvement mindset to drive excellence. * Respect for individual differences, with an openness to diverse perspectives. * Engagement in community service, volunteering or corporate citizenship initiatives. * Commitment to mentoring and supporting professional growth of others. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

We are seeking an experienced and detailed-oriented Portfolio Accounting & Recordkeeping, Director to support and evolve a best-in-class Portfolio Accounting function. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Team Manager position at the Director level, that will be responsible to ensure accurate, timely, and globally consistent portfolio accounting, valuation, and production of the official investment/performance book and record. This role sits within the Public Markets Middle Office and is pivotal to ensuring data accuracy, transparency, and operational readiness across the firm's investment operations in support of MSIM clients, investment teams and traders, reporting teams and other essential uses of middle office operations data. As the Portfolio Recordkeeping Director, you would be responsible for the daily execution of accounting and recordkeeping processes across various investment strategies and asset classes. This role will be part of a global team in a follow the sun model, ensuring the integrity of the MSIM's start of day, end of day, and period close books and records. This role will support the Portfolio Accounting & Recordkeeping Vice President in implementing business process and deliver high-quality, ready for business data to enable front-to-back operational processes, investment analytics, regulatory compliance, and a best-in-class client experience. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… * Develop staff, lead projects and control deployment of resources, owning management tools/methods such as work queues, checklists, depth charts and calendars * Set direction and expectations for your team(s), defining training plans and transfer of expert knowledge to contribute to team output and development * Contribute to business plan for area, establish risk/contingency plans, raise and address issues with urgency when required * Produce and publish the official Aladdin Portfolio Asset Value on a monthly, in accordance with client and reporting SLAs, including performing all Quality Control (QC) checks to finalize and close the books. * Manage daily portfolio accounting and recordkeeping process, ensuring all transaction (trades, income, accruals, corporate actions) and positions are processed timely, completely, and accurately. * Support standardization and documentation of operational procedures across portfolios and asset classes. * Ensure complete, accurate, and timely start of day positions to support investment process, including start of day cash and projected cash to support investment teams. * Act as a point of escalation for team analysts, in helping to research and resolve exceptions cross-functionally to the accounting books of record (start of day, end of day, and period close) within established SLAs. * Provide support and expertise on tax lot accounting principles, particularly for tax-managed portfolios, to enable accurate tax reporting and performance attribution. * Provie subject matter support for Aladdin Accounting transaction, position, and valuation data. * Capture key metrics to help drive effective management of the day-to-day operations. * Actively partner with Data Quality and Engineering team to develop and refine data anomaly detection and mitigation strategies to prevent impact to MSIM books and records. * Document, maintain, and oversee adherence to standard operating procedures. * Ongoing business process improvement leveraging automation with low code tooling. What you'll bring to the role: * BS/BA degree required. * A minimum of 7 years of related experience, preferably in asset management with experience working in portfolio or fund accounting. * Experience across a broad spectrum of portfolio types: Separately Managed, Sub-advised, Funds (e.g. Mutual Fund, OIEC, etc..). * Experience with middle office operations including but not limited to trade settlement, IBOR/ABOR, transaction lifecycle events across spectrum of asset class (equity, fixed, derivatives), cash and position reconciliation, performance reporting. * Experience with accounting systems; preferably Aladdin * Experience with tax managed strategies is a plus * Experience working with, and accounting for, derivatives and synthetic exposures (e.g., Bank Loans). * Experience functioning in a team lead and/or team mentor capacity. * Automation first mindset. Experience with implementing process improvements and transformation. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $105,000 and $156,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Responsibilities: * Gain industry and organizational knowledge through daily business interactions and job assignments. * Develop business, financial and analytical skills needed for career in global wealth management and financial services. * Provide marketing and sales support to branches and their teams. * Perform market research. * Gain exposure to wealth management business, products, services and clients' financial needs. Requirements: * High school diploma required. In pursuit of college degree preferable. * At least 18 years of age. * Internships are intended to be positions that are for limited duration, with a maximum duration ten months. * Strong desire to gain further understanding of the global wealth management business. * Effective communication and interpersonal skills (both written and verbal) * Ability to work on a team. * Strong analytical skills and ability to interpret. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking. In our collegial environment that's marked by low turnover and high energy, you'll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences. We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm. HarbourVest is an equal opportunity employer. This position will be a hybrid work arrangement, which translates to 2-3 days minimum per week in the office. HarbourVest is seeking an Associate to join its newly-formed Boston-based Private Credit Secondaries team. This is an outstanding opportunity to be part of a founding team within a well-established investment platform, demonstrating HarbourVest's strengths within secondaries and private credit. The ideal candidate is someone who is: * Entrepreneurial and self-motivated with a strong work ethic * Comfortable working in a fast-paced, dynamic environment * Collaborative teammate with a low-ego approach * Strong analytical and problem-solving skills * Excellent communication and interpersonal abilities * Meticulous and highly organized What you will do: * Help drive all phases of the investment process, from sourcing and diligence through execution and monitoring * Perform in-depth financial modeling and analysis of private credit portfolios * Conduct bottoms-up underwriting on underlying credit assets * Assist in the preparation of presentation materials for internal investment committees * Interact with general partners, intermediaries, and other market participants to source opportunities and gather market intelligence * Monitor existing investments and support ongoing portfolio management efforts * Assist in the build of the HarbourVest Credit Secondaries business * And other responsibilities as required What you bring: * Experience in private credit, secondaries, investment banking (leveraged finance, financial sponsors, or M&A) or private equity * Solid financial modeling and quantitative skills * Proven success in driving multiple projects to completion in fast-paced environments * Clear and effective written and verbal communication skills * Team-oriented mentality with a willingness to take initiative * Ability to work independently and collaboratively * Proficiency in Microsoft Excel and Powerpoint * Boston ties or interest in being in Boston preferred Education Preferred: * Bachelor of Arts (B.A) or equivalent experience Experience * 3-5+ years of relevant experience in private credit, secondaries, investment banking (leveraged finance, financial sponsors, or M&A) or private equity Salary Range $1.00 - $10,000,000.00 This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.

The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area. Responsibilities: * Actively identify prospects and establish contact with them/convert prospects into clients. * Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. * Anticipate events in a client's life and business which have significant financial implications. * Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. * Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank. * Effectively manage client expectations regarding what can and cannot be executed on their behalf. * Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. * Uncover needs that are not articulated or clearly expressed by the client. * Bring together the product experts to develop long-term solutions to strengthen relationships with the firm. * Help clients achieve broad financial/investment goals related to the creation and management of wealth. * Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs. * Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives. * Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. * Establish a referral network and gain introductions to potential clients which generate new sales. * Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank. * Help team members acquire the experience necessary to establish credibility with clients and intermediaries. * Demonstrate strong commitment to team success and place team goals above personal achievement. * Encourage team members to work together to deepen client relationships and exceed sales goals. * Align complementary experiences and skill sets of team members to maximize client effectiveness. * Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues. * Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seeks or grants approvals as appropriate. * Ensure compliance on regulatory requirements and minimizes any potential liability for Citi. * Ensure strong controls and effective operational and administrative services. * Set an example of behaviour to all staff. * Partner with colleagues across the Citi network to leverage capabilities and share expertise. * Advocate for the client, negotiating on their behalf with members of the Private Bank and Citi. * Ensure clients are presented with seamless execution of internal processes and Citigroup services. * Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution. * Understand and communicate the risk involved with various investment strategies. * Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity. * Persevere in delivering what is promised, even when obstacles arise. * Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability. * Understand the broad array of products and services under the Citi umbrella. * Apply an in-depth level of knowledge in key investment and financing products. * Develop expertise to identify business opportunities and address the unique needs of specific client segments. * Keep abreast of financial industry developments and current global market conditions. * Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism. * Seek continuous improvement, admit mistakes and adapt behaviour, based on feedback from clients and colleagues * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 15+ years of experience * Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling * Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. Education: * Bachelor's/University degree, Master's degree preferred * ----------------------------------------------------- Job Family Group: Private Client Coverage * ----------------------------------------------------- Job Family: Private Banker * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Greenwich Connecticut United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $200,000.00 - $500,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Jun 24, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1.7 trillion in assets under management or supervision as of December 31, 2024. MSIM strives to provide strong long-term investment performance, outstanding service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. Description The successful candidate will be responsible for the preservation and financial growth of an assigned portfolio of institutional grade real estate assets for a national multi-sector portfolio (primarily comprised of multifamily, industrial, and triple-net leased properties) with a current value in excess of $9 billion. The Asset Management Associate will be a member of the Eaton Vance Real Estate Investment Group ("REIG") which is responsible for managing real property investments owned by certain funds sponsored by Eaton Vance Management ("EV"), a part of MSIM, the asset management business segment of Morgan Stanley. The position will be based in Boston, MA and the successful candidate will perform a variety of functions, including forecasting, leasing/investment analysis, budget preparation, and the completion of quarterly and ad-hoc financial reports. Collaborating closely with the Director of Asset Management and Asset Managers, the Associate will provide support to the REIG team in the monitoring and oversight of the performance of the overall portfolio. The individual will report to a Senior Asset Manager and will work closely with other functional areas of REIG and Fund Administration to ensure proper administration, control, and financial reporting of real estate investments. Primary Responsibilities: * Support the monitoring and management of commercial real estate investments from initial transaction close through disposition. * Assist in the preparation of business plans, cash flow projections, monthly/quarterly reporting, and oversight of capital planning and execution of asset-level business plans. * Develop and maintain comprehensive reporting packages to assist in monitoring performance in all critical areas: revenues, expenses, lease trends, occupancy, etc. * Prepare and maintain files for each property providing information on buildings, contracts, property insurance, and other operational data. * Support group activities including research projects, new supply/competition reports, evaluation of potential dispositions, expense analysis, and budget vs. actual comparisons. * Roll up property, market, and fund-level performance, as required. * Assist with quarterly internal valuation calculations and ensure consistency in format and methodology. * Utilize asset management systems to develop analytical tools, including refining reports from researched material and/or data collected to evaluate and report on the primary characteristics of the portfolio. * Assist property tax tracking for the portfolio including assessments, litigation, and appeals. Implement processes to improve tracking and ensure best outcomes for appeals. * Research market conditions and present to REIG to ensure the group is current on key trends. * Prepare ad hoc reports/projects for Senior Asset Managers, the Director of Asset Management and Director of REIG. * Opportunity to obtain responsibility for day-to-day oversight of property processes/performance to gain critical asset management experience. Qualifications: * Bachelor's degree or higher in Finance, Accounting, Business, Real Estate, or a similar field. * 2 - 3 years of experience in a financial analyst role or similar professional experience within the commercial real estate industry. * Strong analytical and quantitative skills with the ability to create financial reports and analysis. * Willing to travel periodically to tour markets and properties. * Systems-oriented with proficient knowledge of Microsoft Office Suite and the ability to work with database systems. * Working knowledge/strength in Argus, RealPage and Excel modeling preferred. Ability to provide thoughtful, detailed analysis. * Strong attention to detail and organizational skills with the ability work on multiple projects. * Excellent verbal, written and interpersonal communication skills and the ability to interact with a broad constituency. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $90,000 and $100,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Lead Software Production Management & Reliability Engineering position at the Vice President level, which is part of the job family responsible for overseeing the production environment, ensuring the operational reliability of deployed software, and implementing strategies to optimize performance and minimize downtime. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on. The position is for a senior UiPath RPA developer. The position will require the candidate to work with many different business groups analyzing and automating their business processes using UiPath. The candidate should also have experience and a solid understanding of RPA principles, the software lifecycle, governance practices and IT release process. The candidate should be able to mentor junior UiPath developers. What you'll do in the role: * Build workflows using UiPath Studio and manage schedule via Orchestrator * Develop code using existing RPA framework and other scripting tools * Gather the business and system requirements * Document the process design document and outline exception handling for each process for the support team. * Build, test, and support solutions to streamline and optimize business processes * Work with business and technology teams to analyze and assess automation feasibility * Ability to mentor and assist junior developers What you'll bring to the role: * Computer Science degree preferred * UiPath development experience required - Orchestrator and Studio. Other products such as Document Understanding, Test Manager and Process Mining a plus. * Experience with scripting tools/languages like PowerShell, SQL, Bash, Python, VB is preferred * Experience with working with APIs (e.g. REST, SOAP, GraphQL) is preferred * Experience with working relational databases (e.g. MySQL, MS SQL server) is preferred * Strong problem solving and analytical skills * Experience with Process Analysis, Design and Implementation, Business and Technical requirements, system testing, including UAT and bug fixes * Self-starter who also has the ability to work collaboratively in a team environment * Experience working in an Agile environment WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $130,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Client Processing - IC1Performs routine and non-routine client service and transactional support functions. Interacts with other organizational units/teams to ensure timely delivery of service, or resolution of issues. Processes account related transactions per scheduled events/client authenticated direction. Following established procedures, answers inquiries, and resolves problems or issues.Manages situations which may require adaptation of response or extensive research according to client response. Escalates more complex situations to senior colleagues.Integrates area knowledge with understanding of industry standards and practices to provide solutions to internal and external clients.Performs complex operational tasks in a product or functional area. May be responsible for allocating and checking work of team members. May be responsible for specific supervisory review and approval actions.Contributes to the achievement of team objectives Bachelors degree or the equivalent combination of education and experience is required.0-3 years of total work experience is preferred. Experience in brokerage processing is preferred. Applicable local/regional licenses or certifications as required by the business.. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Estate Settlement Officer to join our Wealth Management team. This role can be located in Philadelphia, PA, New York, NY, Boston, MA, Greenwich, CT, Los Angeles, CA, or Menlo Park, CA. In this role, you'll make an impact in the following ways: * Administers and advises the Wealth Management team on the interpretation of key provisions and duties of BNY as trustee. * Coordinates the strategic plan for managing and growing existing client relationships, with a focus on risk management. * Must understand how to interpret governing trust documents particular to each relationship, and work with internal partners and external advisors. * Will meet with clients, co-trustees and beneficiaries to ensure BNY is adhering to the highest fiduciary standards as trust advisor to multi-generational families. * Will be expected to assess, identify and escalate/address risk-related issues. * Orchestrate the varied administrative tasks through the support of the Wealth Management team. * May assist a more senior Fiduciary Specialist on complex accounts to gain breadth/depth of knowledge. * In some instances, this role may be focused on Estate settlements. * Specific knowledge as to the settlement of estates and probates will be required. * Administer charitable accounts in which specific knowledge will be required pertaining to the policies and procedures of those accounts. * Full knowledge of policies and procedures are essential to the Specialist role. * Independently evaluates and pursues new business opportunities and client prospects, focusing on responsible business growth that is compliant, of acceptable risk and profitable. * Serves in a consultative role to prospects, advising UHNW and HNW parties on the best way to achieve their short- and long- term strategic objectives through the firm's solutions. * Pursues clients and centers of influence with complex strategic needs and responsible for generating new revenue by way of increased flows and future fees. * Frequent and regular/scheduled interaction with clients, including in-person client meetings. * Serves as clients' primary point of contact and are responsible for ensuring that all of WM's resources are provided to clients in the Active Wealth framework. * Subject matter expert on all fiduciary topics which impacts clients and have in-depth knowledge of WM's fiduciary practices, policies and procedures. * Client-focused work includes administration and planning projects as requested by the client, peer Fiduciary Specialists or Active Wealth strategic opportunities. * Client activity may include the general administration of the processing of discretionary and non-discretionary request approvals, general account maintenance approvals, with regard to proxy and statement reporting, and other proprietary system maintenance associated with client records. * Demonstrates a business development orientation and mindset and has annual self-sourced asset goals and are expected to leverage existing client and COI relationships by consistently and systematically asking for referrals from clients and COIs, in order to generate self-sourced asset inflows, both IM and banking, and future fee appointments. * Work with teams on opportunities sourced by other functional team members. * Responsible for achievement and support of organic growth of assets and revenue goals assigned to team and practice. To be successful in this role, we're seeking the following: * Bachelor's degree or the equivalent combination of education and experience is required. * Advanced/graduate degree preferred or equivalent work experience. * 6+ years of experience in fiduciary administration, including fiduciary taxation, and have managed large client relationships. * The qualified candidate must be self-motivated and possess very strong interpersonal communication and presentation skills, as well as excellent written and verbal communication skills as this position deals directly with key clients, prospects as well as legal, tax and insurance advisors. * CTFA, CFP strongly preferred. Complimentary professional designations a plus. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $68,000 and $164,500 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking. In our collegial environment that's marked by low turnover and high energy, you'll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences. We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm. HarbourVest is an equal opportunity employer. This position will be a hybrid work arrangement, which translates to 2-3 days minimum per week in the office. About HarbourVest Wealth HarbourVest has been partnering with high-net-worth clients and their financial advisors for 10+ years, harnessing the power of private markets to deliver innovative investment solutions across private equity, infrastructure, and private credit. By using our $155 billion private markets platform*, HarbourVest offers institutional quality products that provide access to direct company investments and reputable general partner partnerships on a primary basis and through the secondary market. HarbourVest is an independent global private markets firm with over 40 years of experience. Our strengths extend across strategies, enabled by our team of more than 1,200 employees, including more than 230 investment professionals across Asia, Europe, and the Americas. This Senior Business Analyst role will play a key role on the Wealth Management team within the IT organization. This is an exciting opportunity for an individual to join a newly formed team in a dynamic and fast-growing area of HarbourVest looking to implement new and innovative solutions to serve our wealth client needs. The ideal candidate is someone who: Consistently performs with a positive and proactive demeanor to understand business needs and contributes to technology solutions that achieve business and client objectives. Builds and maintains effective working relationships with internal and external teammates. Demonstrates ability to lead across projects and teams. Has strong analytical and problem solving skills, the skill to dissect and detail complicated situations and propose creative process & technical solutions. Can facilitate and engage in multiple intricate projects at a given time. Operates with a continuous learning and improvement approach to deliver high quality and timely outcomes. Possesses excellent facilitation, communication skills, and can communicate effectively at all levels, in all forms, and to all functional groups. What you will do: Contribute to Wealth product roadmap development and delivery to achieve strategic business objectives. Engage business and technology partners to define and document requirements, features or user stories, while proactively identifying and mitigating related dependencies or risks. Provide input and feedback relating to solutions alternatives and prioritization to support delivering the highest business value. Coordinate with teammates to iterate on feature development, testing and readiness. Develop test plans and support testing to ensure the technical development enables the business needs. Capture business requirements, translating them into an easy to implement technical solutions, integrations, system designs, tests, transformations, and reports. Create and update project artifacts such as task boards, use cases, application documentation, release notes, and technical writeups. Proactively seek challenges to identify and resolve potential issues with new development or ongoing operational support. Identify and implement efficiencies to optimize capabilities. Conduct or facilitate training and information sharing sessions with supporting documentation or reference material for employees and team members as needed. Additional responsibilities related to the role as required. What you bring: Proven capabilities and experience in three or more of the following areas : Applications Development, Business Process and Workflow Management, Enterprise Architecture, Project Management, Quality Assurance, Infrastructure, and Systems Support. Background in Financial Services and/or financial applications; Experience with Agile software development, traditional project management, and Six Sigma methodologies and techniques. Successful results leading large or sophisticated projects and processes from initiation through implementation. Data modeling and design understanding, including conceptual and logical modeling Effective interpersonal and communication skills, both written and verbal, including experience translating business and technical concepts or decisions with diverse audiences. Strength with analytical, data, problem solving and collaboration skills. Experience with systems integrations and data mapping preferred. Attention to detail and quality to fulfill responsibilities. Proficient with Microsoft, process/workflow and collaboration tools. Education Preferred Bachelor of Arts (B.A) or Science (B.S), or equivalent experience Experience 3+ years experience in Financial Services, preferably within investment management or private equity. #LI-Hybrid Salary Range $94,000.00 - $150,000.00 This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.

The Investment Banking Senior Analyst is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Senior Analyst also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. **Responsibilities:** + Work with senior Banking, Capital Markets and Advisory (BCMA) officers and professionals and participate in particular client transactions projects or assignments as the junior member of the Investment Banking te/am + Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans + Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals + Conduct economic/financial research + Evaluate company's financial performance compared to overall industry and market trends + Build complex financial models for valuation purposes **Qualifications:** + 2-5 years of relevant experience + Series 79 and 63 licenses + Consistently demonstrates clear and concise written and verbal communication skills + Ability to work under pressure in a rapidly changing environment in order to meet deadlines **Education:** + Bachelor's degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ **Job Family Group:** Institutional Banking ------------------------------------------------------ **Job Family:** Investment Banking ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Boston Massachusetts United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $110,000.00 - $135,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 31, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking. In our collegial environment that's marked by low turnover and high energy, you'll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences. We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm. HarbourVest is an equal opportunity employer. This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed. Position Summary We are seeking a diligent and knowledgeable Assistant Controller to oversee all aspects of financial analysis, accounting, taxation, treasury functions, internal controls, external auditors, and third-party service providers. Review involves completeness of reconciliation, supporting files and relies upon Assistant Controller's knowledge of the investment portfolio and complex fund structures / rebalancing concept. ________________________________________ Key Responsibilities Financial Reporting: Oversee month/quarter-end pricing, financial reporting, and accounting for funds, ensuring a deep understanding of underlying investments. Review quarterly rebalance templates and mechanics, as well as management and incentive fee calculations. Ensure quarterly and annual financial statements comply with US GAAP, Lux GAAP, and other applicable standards. Coordinate technical accounting research and apply findings to fund and investment activities. Maintain relationships and coordinate audits with third-party fund administrators, external auditors, and tax advisers. Prepare and analyze fund cash flow, oversee operating cash, and coordinate payments and liquidity assessments with internal and external teams. Compile and review financial information for regulatory filings (e.g., Form ADV/PF, Annex IV), and respond to ad hoc senior management and client inquiries. Build and maintain collaborative relationships with internal and external stakeholders, fielding questions and supporting portfolio management and controller analyses. ________________________________________ Qualifications Proven track record of owning the day-to-day operations with fund administrators, including communications for capital calls, distributions, redemptions, and financial reporting 8-12 Years of private equity, semi-liquid / retail product, SEC registered product, or infrastructure/real assets accounting and reporting experience Cultivate strong working relationships with both internal teams and external partners. Communicate ideas and information clearly and effectively across all audiences. Proactive approach, forward thinker who can set and lead a project to ensure deliverables are completed on schedule Bachelor's degree in Accounting or equivalent experience; CPA required. #LI-Hybrid Salary Range $145,000.00 - $210,000.00 This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.