Investment banker jobs in Beverly, MA - 571 jobs

Investment Banking Vice President, Technology - San Francisco page is loaded## Investment Banking Vice President, Technology - San Franciscolocations: San Francisco: Bostontime type: Full timeposted on: Posted 5 Days Agojob requisition id: REQ101690*We are passionate about our business and our culture, and are seeking individuals with that same drive.*We are seeking an experienced Vice President to join our Technology team in San Francisco.**Primary Responsibilities:*** Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations* Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections* Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services* Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector* Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing**Required Skills & Experience:*** Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level* Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector* Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills* Ability to effectively adapt to and address changing client and firm needs**Education:*** An MBA from a top-tier business school or equivalent investment banking experience* Five or more years of relevant work experience**Expected Salary:** $250,000 USD*We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,* *religion, color, sex (including pregnancy* *and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.* *This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.*Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company's experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients from 23 geographic locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: or follow us on X . #J-18808-Ljbffr

Starting Salary: $24.50 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications High School degree or GED required 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals Ability to effectively ask questions and identify needs to improve the customer relationship Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions Demonstrated skills in using digital technology to support the delivery of business goals Aptitude to problem solve and provide solutions to customer issues Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration Self-motivated, confident and ability to multitask effectively Ability to work branch hours, which can include weekends and evenings Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Preferred skills/experience 1 year cash handling experience Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies with branch needs and may include weekends and evenings Pay Transparency The salary range for this position is $28.60 - $30.45 per hour, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Commercial & Investment Bank The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world. Group Overview: Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products. What We Look For: Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.

As a key member of the Supply & Distribution Team, this role will allow the correct individual to grow a profitable trading business for Global. The role will also include commercial analysis for new trading / supply assets, in terms of both new businesses and M&A opportunities. The ideal candidate will: Have a proven track record of profitability with the petroleum industry as an experienced trader. Have a strong work ethic, along with very strong leadership skills, a desire to succeed and a willingness to do whatever it takes to get the job done. Understand locational and structural arbitrage and how to take advantage of it in both paper and physical markets. Have establish trading contacts within the petroleum markets and a proven track record of trading both with principals and brokers. At Global Partners, business starts with people. Since 1933, we've believed in taking care of our customers, our guests, our communities, and each other-and that belief continues to guide us. The Global Spirit is how we work to fuel that long term commitment to success. As a Fortune 500 company with 90+ years of experience, we're proud to fuel communities-responsibly and sustainably. We show up every day with grit, passion, and purpose-anticipating needs, building lasting relationships, and creating shared value. : Daily ownership and profitability of book of business, and full responsibility to procure the most cost effective product for marketing. Meeting all the requirements of Global's risk policy including hedging all products. Previous trading experience in petroleum derivatives, swaps, futures, physical products required. Represent and be the lead for Supply and Trading on various projects and opportunities. Prepare and present management reports as needed. Work with Risk Management both on a daily processes and longer term to improve reports and overall effectiveness. Prepare and present risk/return reports on opportunities and analysis as necessary. Find and negotiate new exchanges, term purchases, rack deals, throughputs, etc. Find and implement strategies to increase Supply's profitability, work to grow the business in both current and new markets. Support Supply and Trading on acquisitions and larger projects. Additional Job Description: Exceptionally strong interpersonal and communication skills Outstanding ability to work collaboratively Excellent attention to detail Excellent time management and multi-tasking skills Proficiency with Microsoft Excel 5-10 years Industry experience in clean product supply, NGL, crude, residual fuel, bunkers, trading, exchanges, scheduling, terminals, logistics, product blending. Previous experience supplying marketing. Knowledge in refinery operations a significant plus. Strong industry knowledge and relationships with counterparts. Back office experience in credit, risk management and finance. Previous experience in Right Angle/Solarc a significant plus. Knowledge of Political legislation NEFI, NORA, RFS2, EPA and State regulations a strong plus. Ability to work in a fast-paced, changing environment, deliver quickly and adapt to changing demands Outstanding organization skills -- ability to effectively manage multiple work efforts simultaneously Willingness and desire to learn new skills and take on new responsibilities Bachelor's Degree Master's Degree In finance, accounting or related field Master's in business administation or related field Pay Range: $182,300.00 - $291,500.00 The pay range for this position is outlined above. The final amount offered at the start of employment is determined based on factors including, but not limited to, experience level, knowledge, skills, abilities and geographic location, and the Company reserves the right to modify base salary at any time, including for reasons related to individual performance, Company or individual department/team performance and market factors. Our Commitments to You Coins! We offer competitive salaries and opportunities for growth. We have an amazing Talent Development Team who create trainings for growth and job development. Health & Wellness - Medical, Dental, Visions and Life Insurance. Along with additional wellness support. The Road Ahead - We offer 401k and a match component! Professional Development - We provide tuition reimbursement; this benefit is offered after 6 months of service. What to Expect From the Hiring Process (old GPS of the Interview Process) We value passion and potential. Please apply if you're qualified and interested-we'd love to hear from you. A member of our Talent Acquisition team will review your application and may connect you with the hiring manager if your experience is a strong match. Interviews are conducted virtually and in person, depending on the role. We'll provide more details about next steps if selected to move forward. Global Partners LP is an equal opportunity employer. We foster a company culture where ideas from all people help us grow, move and thrive. We embrace the diversity of all applicants and do not discriminate against race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability, protected veteran status or any other basis prohibited by federal, state or local law. If you have a disability and need an accommodation to apply, please contact our recruiting department at ************ or 781-7GP-WORK. *Disclaimer: At Global Partners, we don't use lie detector tests for any employment decisions. We follow all the rules and regulations, so we need to let you know: In Massachusetts, it's illegal to require or administer a lie detector test as a condition of employment of continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit *********************** POSITION SUMMARY Global Atlantic is seeking a candidate to join the independent price verification team. The individual will review quarterly valuations for a large portfolio of securities, loans, real estate, derivatives and other investments ($170B+). The candidate will focus on private asset classes including term loans, lending facilities, consumer loans, commercial mortgage loans, residential mortgage loans, internal securitizations, funds and real estate. RESPONSIBILITIES * Co-ordinate and oversee the valuation of private investments by partnering with third-party valuation providers * Review/audit valuation model inputs and assumptions for private assets * Communicate with third party valuation specialists, provide feedback and commentary on their reports * Effectively communicate with the Deal Team, Portfolio Monitoring Unit, Operations, Sector Analytics and Investment Accounting * Prepare quarterly Valuation Committee materials and ad-hoc deliverables for management * Compile data from various sources and prepare summarized calculations * Communicate with external pricing vendors to challenge prices and share relevant market information * Research and review price movements and variances across various investments * Reconcile data across systems and reports * Identify process breakdowns, analyze the root cause, and build controls to ensure accuracy * Prepare workpapers in compliance with Sarbanes-Oxley Section 404 * Act as a point of contact for external auditors * Stay up to date on valuation best practices and ensure compliance with ASC 820 fair value guidance * Perform frequent ad hoc analysis and assist with special projects, as requested QUALIFICATIONS * Bachelor's degree in finance, economics or accounting * 4+ years of experience in fixed income pricing, valuation control, preparation of investment valuations or financial statement audit * Experience with private credit, asset-based finance and securitization * Ability to validate inputs/assumptions across structured credit * Knowledge of market data services like Bloomberg and other financial tools preferred * Experience with third party pricing providers like ICE Data Services, Refinitiv and S&P Markit Partners * Completed or in process of pursing CFA designation * Excellent computer skills, including MS Excel, Word, and PowerPoint * Meticulous attention to detail, delivering high quality output consistently * Thorough documentation and analytical skills * Clear, concise and structured communication * Strong interpersonal skills, collaborative, energetic and inquisitive #LI-KS1 Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office. Global Atlantic's base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic's total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives. The base salary range for this role is $140,000 - $170,000 USD Privacy Statement Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to ***************** Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.

Man Group is a global alternative investment management firm focused on pursuing outperformance for sophisticated clients via our Systematic, Discretionary and Solutions offerings. Powered by talent and advanced technology, our single and multi-manager investment strategies are underpinned by deep research and span public and private markets, across all major asset classes, with a significant focus on alternatives. Man Group takes a partnership approach to working with clients, establishing deep connections and creating tailored solutions to meet their investment goals and those of the millions of retirees and savers they represent. Headquartered in London, we manage $213.9 billion* and operate across multiple offices globally. Man Group plc is listed on the London Stock Exchange under the ticker EMG.LN and is a constituent of the FTSE 250 Index. Further information can be found at *********** * As at 30 September 2025 Purpose of the role As Quantitative Trader, you will help manage our systematic quantitative strategies and develop a best-in-class trading platform for the firm. You will be part of a multi asset systematic trading team with a focus on trading Equities. Responsibility will be primarily on that of the US, Canada and Latin America markets. Specific responsibilities Trading of US / Canadian / Latam (cash equities, futures, FX, options) Member of Boston based Electronic Markets Trading Team responsible for systematic trading strategies for all US / Canada / Latam markets Contribute to improvements across signal development, portfolio construction, risk management and trading Drive development of our trading platform, infrastructure and technology Use qualitative and quantitative analysis to improve performance of our systematic strategies Monitor live trading and respond to changing market conditions when necessary Develop and maintain relationships with our counterparties Determine appropriateness of execution venues for various trades Assist in various proprietary algorithm enhancements and algo experimentations Key competencies 3-5 years of equity quant trading experience Systematic trading of FX, Futures, Options experience also considered Detailed understanding of Americas market microstructure (Developed & EM) Expertise in a high-level programming language such as Python or R Technical skills related to trading / order routing / transaction cost analysis Ability to multitask in sometimes stressful environment Excellent written and verbal communication skills Analytical mindset Bachelor's degree required in Computer Science, Statistics, Engineering, or related quantitative field The anticipated based salary range for this position is listed below. Compensation packages would also include benefits and a discretionary bonus. This is the base salary range that the Company believes it will pay for this position at the time of this posting based on the location and requirements of the position as well as the skills, qualifications, and experience of the applicant. The Firm reserves the right to modify this pay range at any time. US Pay Range$150,000-$180,000 USD Inclusion, Work-Life Balance and Benefits at Man Group You'll thrive in our working environment that champions equality of opportunity. Your unique perspective will contribute to our success, joining a workplace where inclusion is fundamental and deeply embedded in our culture and values. Through our external and internal initiatives, partnerships and programmes, you'll find opportunities to grow, develop your talents, and help foster an inclusive environment for all across our firm and industry. Learn more at ***********/diversity. You'll have opportunities to make a difference through our charitable and global initiatives, while advancing your career through professional development, and with flexible working arrangements available too. Like all our people, you'll receive two annual 'Mankind' days of paid leave for community volunteering. Our comprehensive benefits package includes competitive holiday entitlements, pension/401k, life and long-term disability coverage, group sick pay, enhanced parental leave and long-service leave. Depending on your location, you may also enjoy additional benefits such as private medical coverage, discounted gym membership options and pet insurance. Equal Employment Opportunity Policy Man Group provides equal employment opportunities to all applicants and all employees without regard to race, color, creed, national origin, ancestry, religion, disability, sex, gender identity and expression, marital status, sexual orientation, military or veteran status, age or any other legally protected category or status in accordance with applicable federal, state and local laws. Man Group is a Disability Confident Committed employer; if you require help or information on reasonable adjustments as you apply for roles with us, please contact *************************.

Contributes to and supports aspects of venture capital investing including market, competitor and technology landscaping, IP landscaping, detailed financial modeling w/sensitivities, data room review, interviews with investee target management and personnel, reference calls, maintaining due diligence tracking, portfolio reporting. Contributes to deal sourcing activity through attending of conferences and via desk research. SCOPE: Identifies and executes opportunities within their defined region in conjunction with the global AV team. Focus is on investments relevant to AV investment scope in North America. PRINCIPAL DUTIES: Origination Develops and maintains networks within the start-up and venture capital (VC) communities, industry, and innovation centers. Sources deal flow through multiple channels - networks, conferences, trade press, and desk research. Prioritizes deal flow based on quality, fit, strategic value considerations and economic soundness. Maintains deal flow database. Investment Supports the creation and maintenance of Investment Theses Supports opportunity assessment and due diligence processes for corporate venture capital investments, with support from senior personnel, e.g. market, competitor and technology landscaping, IP landscaping, financial modeling, data room reviews, interviews with investee target management and personnel, reference calls, maintaining due diligence tracking, and finalization of all legal documents with external and internal counsel. Drafts investment memoranda and presentations for all stage-gates of the investment process, including Sense Checks, Fast Forwards, the Management Advisory Committee (MAC), the Investment Advisory Committee (IAC) and the AV Guernsey board. Portfolio Management Supports deal leads in all technology deployment and commercialization activities with Aramco SME's and business units. Supports deal leads in developing recommendations for follow-on investment and exit recommendations, and shareholder actions, through research and analysis. May be assigned board observer status for the board of directors in portfolio companies. Drafts investment memoranda and presentations to MAC/IAC and the AV Guernsey Board for follow-on investments and exits. Reporting & Communication Supports reporting of portfolio company performance to regional and HQ AV management via verbal and written communications. Ensures transaction documents are on file and maintained as required by AV investment handbook to levels of audit best practice. Performs other related duties as assigned. MINIMUM REQUIREMENTS: Bachelor's degree in Engineering or Sciences and/or Management or Finance from a reputable university. Master's degree preferred. Developing knowledge of core concepts in competitive and market strategy, technology commercialization, intellectual property, financial analysis, investment analysis, valuation, negotiation, due diligence, start-up management, and governance. Ability to: Conduct investment opportunity research and screening. Provide financial modeling and valuation support. Conduct preliminary due diligence. Understand technology and value propositions Assist in deal structuring and documentation. Support investment memorandum preparation. Track portfolio company performance data. Perform market and sector analysis. Prepare presentation materials for investment committees. Coordinate data requests with portfolio companies. Monitor industry trends and competitive landscapes. Support the investment team in transaction processes. Ensure data accuracy in investment reports. Support exit strategy documentation. Assist in stakeholder communication and updates. Learn and develop technical investment skills. Typically, at least four years of experience in venture capital, corporate venture capital, corporate development, consulting, investment banking, private equity, start-up leadership or related fields. Experience in venture capital or corporate venture capital preferred. Experience in energy or industrial sectors preferred. International experience desirable. Must be able to comprehend and communicate accurately, clearly and concisely in English. NO THIRD-PARTY CANDIDATES ACCEPTED

Job Description Am Law top 10 and one of the world's most elite law firms seeks a highly qualified associate to join their Investment Funds Group. Ideal candidates will have 1-6 years of substantive investment funds experience - including private fund formation and/or M&A experience - and an interest in growing their career on an unparalleled private equity platform.

Mid -Level Associate | Investment Funds | AmLaw 100 Firm Offices: New York, Boston, Chicago, Houston, San Diego, Washington, D.C. Our AmLaw 100 client is seeking a mid -level associate to join its Investment Funds group. This is a key opportunity for attorneys with private equity fund formation experience to step into a high -impact role at a top -tier platform. The Role You'll advise fund sponsors on structuring and launching private investment vehicles across a range of asset classes. Expect to handle fund formation, internal sponsor arrangements, operational matters, and regulatory issues. The group operates at scale across major financial centers and is known for its cross -office collaboration and sophisticated sponsor -side work. What You Bring At least 3 years of experience focused on private equity fund formation Exposure to fund operations and regulatory frameworks Strong drafting skills and the ability to manage complex workstreams Experience advising institutional clients on sponsor -side matters is key Why This Role The team is deeply entrenched in sponsor -side work across North America, Europe, and Asia, with significant deal volume and high -profile clients. Associates benefit from elite training, real client contact, and a clear path to advancement within a practice that consistently ranks at the top of its field. Confidential Inquiries Welcome If you're ready for a stronger platform, reach out directly for a discreet conversation. Click below to SCHEDULE A CALL or use the "I'm Interested" button to send us your information confidentially:

Joining the Benchmark Senior Living (BSL) team means putting your passion to work. Our associates feel a sense of belonging with the care that they provide, empowered by the open and reliable team that surrounds them. Our diverse and skilled workforce takes immense pride in a shared commitment: a devotion to providing caring and dedicated service. In our supportive environment, associates have the opportunity to learn and grow. With professional and personal training programs, as well as education for career advancement, we empower associates to explore their interests, feed their passion, and pursue growth opportunities. We invite you to connect with your calling, find purpose in your career, and gain lifelong relationships through the power of human connection by transforming the lives of seniors! The Investment Associate will be a member of the Investment Team and will report to the Senior Director of Investments. The Investment Associate will play a key multi-functional role as part of a team to support investment, development, and capital activities of the company, and will have broad exposure to senior level acquisitions, development, and asset management / operations professionals. This role will be highly visible since the team is small and works closely with the CFO. The Investment Team leads the sourcing and underwriting of new acquisition and development opportunities, the capitalization of all Benchmark acquisitions and developments, and recapitalizations and refinancings of existing portfolios. Benchmark has an in-house Development Department with which Investments works very closely. While at its core, Benchmark is an operating company, this role and department are real estate and capital focused. This role will have direct exposure to debt and equity partners, Benchmark's Investment Committee, Executive team, and opportunities to drive portfolio growth. This role will also interface with several departments within the organization as part of formulating analysis. Position is hybrid: 3 days in office and 2 days remote. Principal Duties/Responsibilities: Create advanced financial models in Excel, including waterfalls and various equity promote structures Evaluate potential acquisitions, developments, refinancings and recapitalizations, utilizing metrics such as XIRR and MOIC, with the goal of owning the analytic function in short order Support the lead underwriter for underlying senior housing community operations, developing the skillset to become lead underwriter in short order Assist in due diligence and closing process for all such transactions; cradle-to-grave transaction exposure Deal intake and screening: Participate in broker calls and assist with intake screening of deals and preview to Investment Team members Help prepare deal pitch materials for prospective capital partners and investment committee packages Engage in market research, market analysis, and relevant data tracking to support deal business decisions and inform deal assumptions, and understand supply/demand dynamics Ensure key members of operations and other stakeholders are appropriately involved in underwriting creation and approval; interface across functions Analysis to support key underwriting assumption inputs (ex: real estate tax analysis, rent comps, wage comps, etc.). Monitor and track relevant industry data and performance Education/Experience/Licensure/Certification: Bachelor's degree in relevant coursework (Finance, Economics, Business, etc.) 2+ years relevant work experience preferred Required Skills/Abilities: Advanced financial modeling skills (Excel based) Highly proficient in quantitative analysis, and preparation of presentation decks Ability to manage multiple projects and workflows at once. Close attention to accuracy Strong organizational skills Desire to learn, be dynamic across functions, sense of ownership and accountability Desire to grow rapidly into additional / more advanced responsibilities Strong relationship-building skills internally across various departments to obtain information and buy-in on financial modeling (ex: interacting with VP of Care on proper staffing levels to underwrite) As a Home Office associate at Benchmark, you will have immediate access to a variety of benefits including, but not limited to, the following: 10 paid holidays plus 1 floating holiday Vacation and Health & Wellness Paid Time Off Tuition Reimbursement Physical & Mental Health Wellness Programs Medical, Vision & Dental Benefits provided by Blue Cross Blue Shield 401K Retirement Plan with Company Match Long Term Care Insurance Company-provided Life Insurance & Long-Term Disability

Country: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Associate, Investment Supervision key purpose is to identify, evaluate, and document trades for suitability in accordance with FINRA rules and industry regulations. Will reviews new accounts, trade activity and daily trade blotters. The Associate, Investment Supervision will work directly with Financial Advisors and field managers to resolve any documentation deficiencies and escalate cases as deemed appropriate. * Identifies, evaluates and documents trades for suitability in accordance with FINRA rules and industry regulations. * Reviews and assesses suitability associated with new accounts and /or products. * Escalates Supervisory issues, as necessary to Supervisory Directors in the field, providing relevant recommendations as to the appropriate actions to be taken. * Partners with Supervisory Directors in the field to help them resolve exceptions in a timely manner. * Reviews transaction exceptions reports using rules based processes and close noted trade alerts. * Raises inquiries for suspicious trades and communication red flags, conduct research independently and deeply, and communicate in accordance with the established procedure, and ensure timely closure of identified surveillance issues * Works with Compliance, Operations and other Santander functions closely to research industry trends and peer practice, and continue improving our review process effectiveness * Develops knowledge of financial markets, asset management and financial regulations in order to build a deep understanding of investment/trading risks. * Provides backup coverage and cross-train others. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience: Sales Supervision, Compliance, Risk or equivalent field. - Preferred. 5+ Years Sales Supervision, Compliance, Audit, or Regulatory experience required - Required. * Strong analytical background with the ability to analyze and summarize findings in a concise and clear format. * Detailed oriented and possess high ethical standards. * Knowledge/experience in trading and investments. * Ability to operate independently within guidelines, policies, directives and established precedence. * Strong technical skills, particularly with respect to Microsoft Excel. * Genuine interest in and understanding of financial markets. * Familiarity with a broad range of asset classes, including derivatives. * Intellectual curiosity and problem solving skills. * Strong communication skills and the ability to interact confidently with others. * Ability to work independently with minimal supervision, while also maintaining appropriate levels of collaboration and cooperation with other team members. * Sensitivity and tact must be especially evident in the performance of trade monitoring. * Solid understanding of applicable Federal and State laws applicable to SEC registered broker-dealer. * Strong analytical and investigative skills and demonstrated ability to operate at a strategic level. * Sound judgment in identifying risks in order to proactively escalate with relevant senior management. * Excellent written (drafting & editing) and spoken communication abilities. * Excellent teamwork, interpersonal and conflict resolution skills. Certifications: * FINRA (Financial Industry Regulatory Authority) FINRA Series 7, 24, 66 (or equivalent, 63 and 65), Series 9 and 10 may replace the requirements for Series 24 - Required. * FINRA (Financial Industry Regulatory Authority) FINRA Series 53 and 4, and state insurance licenses - Preferred. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $67,500.00 USD Maximum: $120,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.

Who we are At Summit Partners, our mission is to be the investment partner of choice for the very best companies and executive talent. With a history spanning more than four decades, Summit invests across growth sectors of the economy and has invested in more than 550 companies in technology, healthcare and other growth industries including financial services, consumer, business services and industrial technology. These companies have completed more than 175 public equity offerings, and more than 250 have been acquired through strategic mergers and sales. Our growth focus extends beyond the four walls of Summit; through mentorship programs and philanthropic efforts, our team members dedicate time, talent and resources to support the communities in which we work and live. For more information, please see ************************************* and check us out on LinkedIn! What you'll do Our commitment to the growth of our portfolio companies is matched only by our dedication to the growth of our people. At Summit, you'll be supported in your career by world class investors and given the opportunity to expand your skillset and the freedom to own your trajectory. We aim to keep our teams small and agile, ensuring that all team members play an integral role in the team's and the firm's success. Associate responsibilities include: Collaborating closely with sector team members to map markets and to identify category-leading companies in key thematic areas Speaking with executives of privately held companies to build sector knowledge and identify actionable opportunities Building subject matter expertise through active participation in industry events and analysis of trade media, and contributing these insights to enhance Summit Partners' proprietary database of private companies Conducting due diligence, including quantitative and qualitative analysis on new investment opportunities and portfolio company add-ons Helping manage portfolio company relationships and collaborating on strategic projects What we look for Most Associates have two to three years of professional, quantitatively based experience (typically in investment banking, direct investing or consulting). Successful candidates will have a demonstrated track record of leadership skills, outstanding academic (typically a GPA of 3.6+), professional and/or extra-curricular achievements. Our strongest candidates are passionate and hardworking while maintaining a positive attitude and sense of humor. The Associate role requires highly motivated and self-driven individuals who exhibit high attention to detail. They should have strong analytical and communication skills and must be able to think quickly and thrive in a fast-paced environment. We believe the ingredients of a great investor are similar to those of a great entrepreneur. Both require passion and drive, a voracious appetite to learn, insatiable curiosity, a genuine interest in business and how companies work and, perhaps most importantly, a resilience and relentless optimism that the next great company is right around the corner. A bit more The Associate position requires a three-year commitment. We have roles available in our Boston office, centrally located in Boston's Back Bay. You will have access to an onsite gym, catered breakfast and lunch and a fully stocked kitchen - as well as the opportunity to participate in many regular team and office events. Compensation is highly competitive and includes the ability to participate in Summit's investments. Exceptional people are the foundation of our success - both within Summit and across our portfolio companies. We are committed to cultivating a high-performance environment designed to generate the best ideas, drive innovation and promote the professional growth of our team. We set a high bar, welcoming diverse perspectives to get to the best outcomes. Together, we build and grow category-leading companies and successful careers. Thank you for considering Summit, and we look forward to receiving your application. Compensation The expected base salary range for this position is $150,000-$160,000. Actual compensation will be determined based on factors such as the candidate's qualifications, skills, and experience. This range may be modified in the future.

About the Role Were seeking a high-performing Investor Relations Associate with a track record of raising capital from retail investors through direct response marketing funnels (e.g., paid social, YouTube pre-roll, native ads, webinars). This role sits at the crossroads of digital marketing, investor education, and capital formation - ideal for someone who knows how to turn cold leads into committed capital. You'll take full ownership of the investor journey, from initial outreach to final close, with the support of cutting-edge marketing tools, CRM systems, and a collaborative team thats deeply committed to building long-term investor relationships. Role Responsibilities Lead Management & Conversion: Engage and convert inbound leads from paid campaigns through structured outreach, email sequences, and personalized follow-ups. Investor Qualification: Assess accreditation, capital availability, timing, and fit with fund strategy. Investor Experience: Provide high-touch, white-glove guidance from first touchpoint to signed docs, ensuring responsive and compliant communication. Education & Representation: Clearly explain investment thesis, deal structures, risk factors, and target returns to prospective investors. Capital Raising Support: Raise new commitments for funds, co-investments, and joint ventures while managing follow-on investments from existing LPs. Content & Reporting: Prepare investor-facing materials including presentations, webinars, reports, and memoranda; assist with due diligence responses. Pipeline Management: Track funnel performance in CRM/automation tools and report on engagement, conversion, and capital raised. Collaboration: Partner with senior leadership to close larger commitments or navigate complex investor scenarios. Operational Support: Assist with capital calls, distributions, and preparation of organizational charts or deal summaries. Market Insights: Synthesize portfolio data and key real estate trends into viewpoints that strengthen investor conversations. Who You Are 2-5 years of experience in capital raising, investor relations, or financial sales, with proven success converting leads from digital funnels. Must be located in Lawrence, MA in neighboring areas. Proficient in CRM and marketing automation platforms (HubSpot, GoHighLevel, ActiveCampaign, etc.). An exceptional communicator - credible, articulate, and empathetic - with strong relationship-building skills. Skilled at handling objections and navigating compliance-sensitive conversations. Self-motivated, performance-driven, and thrives in fast-paced, remote-first environments. Bonus: Experience with self-directed IRAs, non-U.S. accredited investors, or Reg D 506(c) offerings. Familiar with fund documentation, private placement memoranda, and investment operating agreements. Capable of contributing to marketing initiatives, new fund launches, and cultivating prospective investor relationships (family offices, RIAs, etc.). Why Join Us Join a mission-driven, collaborative team shaping the future of retail investing. Work closely with founders and leadership, gaining direct exposure to deal flow and strategic initiatives. Access a robust tech and marketing infrastructure that amplifies your results. Enjoy the flexibility of a remote-first culture with a focus on performance, autonomy, and growth.

About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role The Company Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With US$1 trillion in assets under management, we serve as a trusted adviser to institutional clients and financial intermediaries in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. The Position We are seeking to hire a US, Equity Trader to execute orders from portfolio managers and analysts across our US book of business, to include cash and derivatives across local and external markets. This is an execution role, but there is significant opportunity and expectation to add value to client portfolios through collaboration with portfolio managers and analysts. This position is based in Boston and will be situated on the Trading Desk at our offices, which are located at 280 Congress Street. This trader will be working collaboratively with our global trading teams located in Boston, London, and Hong Kong and Singapore. Wellington Management's trading philosophy and practices are based on the principles of seeking best execution, contributing to portfolio alpha, and managing regulatory, operational, liquidity and investment risks. We seek to execute orders in a manner consistent with these principles and in accordance with our written policies, which emphasize the fair dissemination, aggregation, and allocation of investment opportunities across our investment platform and ultimately our clients. Wellington Management's Trading Department employs over 60 traders globally and operates in specialized teams according to sectors and products. Our investment and trading activities are conducted on an industry-leading internally developed technology platform, which we believe creates a meaningful competitive advantage. We are also supported by an in-house team of managers and quantitative and business analysts, who oversee the “business” of the department and provide in-depth, action-oriented insights into our trading capabilities and activities. Responsibilities Principal responsibilities will include, but are not limited to: Executing equity transactions, using a mixture of high-touch and low-touch execution methods, for all relevant accounts under management. Executing orders in a manner consistent with our best execution and risk management practices, as well as our policies and procedures. Gathering, analyzing, and disseminating market, sector and security information that identifies or creates actionable investment opportunities. Developing and enhancing over time an in-depth understanding of the investment philosophies and strategies of our portfolio managers, strategists, and analysts. Soliciting potential trade interest from portfolio managers and locating external supply/identifying internal demand for liquidity opportunities in the market. Remaining informed of new product developments. Fostering new trading relationships and leveraging existing relationships. Monitoring and improving efforts to enhance efficiency while mitigating risk. Qualifications A successful candidate should have the following qualifications: Have a minimum of 3 years' relevant trading experience. Experience trading a wide array of instruments would be additive. Ability to work quickly and accurately in a fast-paced, dynamic environment. Demonstrate a high degree of accuracy in his/her work. Work well in a team oriented environment. Strong organizational and communication skills. Strong work ethic and attention to detail; a precision and risk management mindset that results in accurate and compliant work and manifests itself in double-checking work, stopping to question anything unusual, and frequent reconciliation of work throughout the day. Strong analytical skills and an ability to apply those skills in a highly practical fashion. An attitude and practice of proactive idea generation and continuous review and improvement of our processes. Impeccable integrity, fiduciary mindset, and ability to consistently place the interests of our clients as the number one priority. Strong quantitative skills, programming experience would be additive. A pro-technology mindset and the ability to leverage technology to improve effectiveness and efficiency. Strong interpersonal skills and experience in a collaborative, team-based, results-oriented environment. Strong academic credentials: Undergraduate degree is required; MBA/CFA would be viewed favorably. Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at ********************************** . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 120,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Are you interested in joining the team at Cramer? While we may not have any open positions, we are always looking to connect and establish relationships with local candidates who are interested in joining our Cramer community. If you are interested in a career at Cramer, please upload your resume. If we have a job opening that we feel aligns to your skillset, we will reach out. What types of opportunities can we offer? Account Services Business Development Marketing Event Production Creative Direction Brand Strategy Content Writing/Copywriting Project Management Operations Video Production Technical Direction Warehouse Assistant/Broadcast Technician In the meantime, keep up with us on LinkedIn and Instagram Benefits Cramer's Hiring Philosophy We believe that different perspectives and backgrounds make us better as a company and as people. Our goal is to create a diverse, collaborative, growth focused culture. That means seeking out, hiring, and developing talented people who bring their authentic selves to work every day. As an equal opportunity employer, we prohibit discrimination and harassment of any kind based on race, color, gender identity, sex, religion, sexual orientation, national origin, disability, pregnancy, age or any other status. We encourage you to apply and show us who you are and what you can do!

Join an intellectually rigorous finance internship designed for high-performing individuals who are serious about launching a career in investment banking. This internship is tailored for ambitious individuals seeking real-world exposure in financial modeling, transaction analysis, and strategic advisory. You'll work alongside experienced professionals and gain front-line exposure to capital markets, company valuation, and deal execution workflows. Key Learning Areas & Tasks: Build and maintain detailed financial models using Excel, including DCF, precedent transaction, and comparables analysis. Conduct industry-specific market research and macroeconomic analysis to support transaction opportunities. Participate in the preparation of pitch materials, investor memos, and strategic presentations. Assist in developing client-ready documents including deal decks and financial summaries. Analyze company fundamentals and trends using earnings reports, M&A data, and public filings. Support business case development, sensitivity testing, and transaction structuring across live deals and internal projects. What We're Looking For: Currently studying or recently completed a degree in Finance, Economics, Business, or a quantitative discipline (or equivalent experience). Strong interest in investment banking, corporate finance, and financial markets. Familiarity with Excel modeling, PowerPoint presentations, and financial statement analysis. Sharp analytical mind, attention to detail, and strong communication skills. A proactive, resourceful, and self-motivated work ethic. International or multicultural experience is advantageous but not required. What You'll Gain: Practical training in valuation, M&A analysis, and financial strategy. Mentorship and structured feedback from professionals with experience at top-tier investment firms. A results-oriented environment that simulates real-world investment banking workflows. Flexible working arrangements - remote opportunities available. Compensation: Paid internship route accessible Ideal For: Aspiring investment bankers, finance enthusiasts, and high-agency individuals eager to gain elite experience before entering full-time analyst roles at investment banks and private equity firms.

Being an intern is an incredible opportunity to gain real-life work experience, build professional skills and establish connections. Rockland Trust feels that internships should include meaningful work. As a valued team member, interns are immersed in real projects that make a tangible impact, allowing them to apply their academic knowledge while developing critical professional skills. With the chance to collaborate across departments, interns at Rockland Trust can expand their network and gain valuable insights into their chosen field. Additionally, Rockland Trust fosters a supportive and caring culture encouraging interns to grow and find their path. We have witnessed many stories of interns building long-lasting careers at the Bank. Rockland Trust is a community-oriented bank with a rich history of providing exceptional banking services to individuals and businesses across New England. We are committed to offering tailored solutions in commercial banking, including lending, treasury management, and credit services. Our culture of collaboration, integrity, and innovation makes Rockland Trust an exciting place to grow your career. We are seeking motivated, ambitious rising juniors and seniors to join our Commercial Banking Summer Internship Program. This is an excellent opportunity to gain hands-on experience in the commercial banking industry and learn from experienced professionals who are dedicated to your professional growth. Job Overview: The Commercial Banking Summer Intern will work closely with Rockland Trust's Commercial Banking team, supporting various functions within the department. This internship will provide exposure to the world of commercial lending, client relationship management, and credit analysis, among other aspects of the business. Interns will gain valuable insights into the daily operations of a leading community bank while developing skills that are essential for a successful career in commercial banking. The position is in the office Monday-Friday, 8:30 a.m. - 5 p.m. Key Responsibilities: Assist Relationship Managers in managing client portfolios, preparing reports, and conducting financial analysis Conduct research on industry trends, competitor activities, and analyze the client base. Support the loan application process, including documentation and underwriting. Assist in managing the client onboarding process. Help maintain accurate client records, prepare reports for internal meetings, and assist in data analytics for executive presentations. Participate in team meetings and collaborate across teams on various projects Perform small research projects as needed and participate in customer outreach efforts to gain insights into client needs and business opportunities. Qualifications: Currently enrolled as a rising junior or senior at an accredited college or university, pursuing a degree in Finance, Economics, Business, or a related field. Excellent analytical skills, with an ability to interpret financial data and produce meaningful reports. Strong communication skills, both written and verbal, with the ability to interact professionally with clients and colleagues. Proficient in Microsoft Office Suite (Excel, Word, PowerPoint); familiarity with financial modeling tools is a plus. Ability to work independently, manage time effectively, and prioritize tasks in a fast-paced environment. A strong interest in commercial banking, financial services, and business operations. Preferred Qualifications: Previous internship or work experience in finance, banking, or related fields is a plus. Familiarity with credit analysis or financial modeling is advantageous. A proactive, team-oriented attitude with the ability to adapt to new challenges. Rising Junior or Senior in College What You Will Gain: Exposure to a wide range of commercial banking activities, including lending, client management, and financial analysis. Hands-on experience with real-world banking processes and financial tools. Networking opportunities with experienced bankers and industry professionals. Mentorship from senior leaders in Commercial Banking at Rockland Trust. A chance to explore career opportunities within a leading community-focused financial institution. Competitive internship compensation (if applicable). At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting. Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit **************************** Summary: Resume and written response are required to be considered for the program. This program is an opportunity for college students with no experience or prior exposure to private investments. Through this program, students will learn about the exciting world of private equity, venture capital, ESG/impact-focused strategies, and other private markets such as real estate and private credit. The five-day program will involve discussions of the various asset classes and private investment portfolio construction and will end with a capstone project. Students will have the opportunity to travel to Cambridge Associates' headquarters in Boston, MA for the entirety of the program. Job Description: Program Format/Location: 5 days in Boston, MA at Cambridge Associates headquarters Cambridge Associates will cover travel and related expenses. Participants will need to bring their own technology device to program. Access to Microsoft Office suite is necessary. Program Dates/Time: May 18 through May 22, 2026; sessions will take place during normal business hours Program Applicants: Open to rising sophomores and juniors (Classes of 2028 and 2029) Required for application: Resume and written response to the following questions (no more than one page): “Why do you want to learn more about private investments and attend this program?” “What classes or activities have you taken/been involved with that demonstrate your interest in the investment industry?” What is your most prominent attribute as a student and how will it help to add value to the CAMPP Program cohort? Program Offerings: Introduction to Cambridge Associates and private investments Deep dive into private investment strategies including buyouts, growth equity, venture capital, ESG/impact, real estate and energy, and credit Exposure to private investment portfolio construction Exploration of diversity, equity, and inclusion within the investment industry and private investment sector Opportunities to engage with investment and recruiting professionals for 1:1 mentoring, career guidance and resume review sessions Instructional Format: Case studies and lectures Group projects and collaboration Small group capstone presentation Students We Are Seeking: Eagerness to explore and learn about the investment industry and private investments Excellent communication skills and ability to operate in team environment demonstrated through previous work experiences and/or extracurricular and volunteer activities Familiarity with MS Office suite, including PowerPoint Base salary range for this role: Pay Range Minimum: 0 Pay Range Maximum: 0 In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity. The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************