Investment banker jobs in Haverhill, MA

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 $26.11 - $27.80 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.

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.

Associate, Investment SupervisionCountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, 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: $63,750.00 USD Maximum: $105,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 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. Primary Location: Boston, MA, Boston Other Locations: Massachusetts-Boston Organization: Santander Bank N.A.

Job Description 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 Powered by JazzHR ZVaq5gSsgm

Investment Controllership Full-Time New York, NY, Boston, MA or Springfield, MA The Opportunity As an Investment Performance and Analytics Associate in the Controllers Organization of Corporate Finance you will join us as we continue our progress towards becoming best in class financial stewards for MassMutual. We are forward-thinking and seek others who will leverage their curiosity and take initiative. Join us as a partner who will work collaboratively and with determination to leave the company in a better place than you found it. As an Accounting Associate in our Investment Accounting area, you will be a key contributor on the team that manages and executes investment accounting and analysis, including oversight of financial reporting outcomes of all MassMutual investment products. You will thrive in a highly dynamic and agile accounting environment, where we are focused on both execution and improvement of outcomes. If you want to continue your career as a part of a diverse team of highly motivated professionals who are focused on driving process improvement, meaningful analysis and control execution for insurance accounting activities, this role is for you! We look forward to returning to the office in a hybrid structure to maximize collaboration and flexibility, blending time working remotely and in the office, at either our Boston, MA or Springfield, MA locations. The Team The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accountants who oversee our various asset classes and investment activity. The team continues to grow in support of our growing level of assets, key initiatives, and special projects. Our team has high business acumen and is driven to provide timely and accurate financial information to our customers. We pride ourselves on working with agility and being a reliable source of information in the organization. We strive to continuously improve by working together as team to make each other and our processes better. Our culture thrives on inquisitive approaches to our work to help identify issues with specificity and demonstrate high levels of accountability to make things right. The Impact: As an Investment Performance and Data Analytics Associate in our Investments Accounting area, you will help in the accurate, timely completion of monthly, quarterly and annual accounting close cycles for complex investment accounting by effectively planning, monitoring, and problem solving. You will contribute to the completion of the investment accounting of financial transactions ensuring accuracy and compliance with accounting regulations. This includes working with big data, visualization, analytics, presentation and oversight of yield and performance across all asset types including, fixed income, alternative investment and subsidiaries. Your daily/monthly responsibilities will include, but are not limited to the following: * Develops comprehensive data analysis and expectation of investment return and performance by major and minor assets type and perform flux analysis and provide insight into to variance. * Analyze trends and results, use strong business acumen and communication skills collaborating with peers and the financial reporting team to draft and contribute to commentary which enables readers to quickly understand how performance is impacting financial results. * Supports the Controller & Financial reporting team in providing accounting information such as financial statements, footnote schedules, regulatory reports and other management reports. * Effectively collaborates with accounting policy, the chief Investment office, tax, financial reporting capital management and business unit controllers. * Lead the research and implementation of new GAAP investment accounting requirements and determines the accounting process for new investments and investment related transactions. * Uses professional insight to identify and implement accounting improvements that increase the business value and efficiency of the team. Initiates and/or leads increasingly complex projects and continuous improvement activities that may span beyond the scope of the team's responsibilities. Responsible for leading problem solving to improve quality, close cycle times, increase efficiencies, improve employee engagement and customer satisfaction. The Minimum Qualifications * Bachelor's degree or equivalent experience * 4+ years of data analytics, performance measurement, accounting or financial reporting experience in Assets Management or Financial Services industry The Ideal Qualifications * Prior exposure to investment accounting, subsidiary ledger processing and related investment matters a plus! * CPA or CFA progress towards preferred * Experience working on big data, logical analytics and ratio analysis and presentation in identifying internal control issues and remediation efforts. * Preferred experience working with and supporting several corporate units. * Preferred experience working in a Lean Six Sigma environment with strong root cause problem solving experience. * Ability to partner with and influence business leaders and peers in investment process resign and improvements. * Experience using investment data and information to analyze and communicate the implications of investment accounting and ERP tools (SAP, Hyperion, NetSuite, etc.). * Intellectual curiosity to continue learning and adding breadth and depth to understanding. What to Expect as Part of MassMutual and the Team * Regular meetings with the Investments Accounting Team * Focused one-on-one meetings with your manager * Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups * Access to learning content on Degreed and other informational platforms. * Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits. #LI-CR37 Salary Range: $99,800-$131,000 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

Private Funds Associate | NYC. SF. BOS. If you're a mid -level associate (class years 2020 to 2022) and you're not looking to be another cog in the BigLaw machine, read on. Our AmLaw 100 client is building out its powerhouse Private Investment Funds team, and they're looking for someone who's already been in the trenches of fund formation. You'll be working with top -tier PE, real estate, and tech sponsors who play in the billion -dollar sandbox. This is high -stakes, high -impact work. What you'll actually be doing: Running with private fund formation deals (not just supporting - leading) Drafting core docs, negotiating with LPs, and making regulatory headaches look easy Navigating the '33 Act, Investment Company Act, and Investment Advisers Act like a pro You should bring: 2-5 years at a top firm doing serious fund work A JD from a strong law school and the confidence to show it Bar admission in NY, CA, or MA (or close to it) The mindset of someone who likes to move fast, work smart, and not just follow the playbook Where you'll sit: New York, San Francisco, or Boston - your pick. Big firm infrastructure, but with a team that's lean, sharp, and trusted with the most sophisticated mandates. This is where smart attorneys go when they want to level up without selling out. Sound like you? Let's chat. Click below to SCHEDULE A CALL or use the "I'm Interested" button to send us your information confidentially:

Job DescriptionPosition Title: Private Equity Investment Funds - Mid-Level AssociateSalary Range: $225,000 - $435,000About the Opportunity Seeking a highly qualified associate (class of 2022 - 2020) to join our Private Investment Funds practice. Candidates must have experience both working in teams and managing substantial components of fund formation transactions with private investment funds in the private equity, real estate, and/or tech industries. Candidates should be experienced with private placements under the 33 Act, unregistered funds under the Investment Company Act and have exposure to the Investment Advisers Act. Items Needed to Apply: Outstanding academic credentials, comparable law firm experience, and excellent written and verbal communication skills. Relevant bar admission (or eligibility to obtain admission promptly) required. Confidentiality For confidentiality reasons, the client's name is not disclosed at this stage. Qualified candidates will receive full details upon initial screening.

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.

Sands Investment Group (SIG), one of the nation's fastest growing real estate firms as named by RE Forum, is seeking two highly motivated Brokers to join our Restaurant / Sales Leaseback team. This position offers the opportunity to become an expert in a highly lucrative segment of commercial real estate brokerage under the mentorship of senior producers with decades of experience and track record. Must haves: Demonstrated curiosity and passion to learn - willing to take chances and fail in order to grow Ambition to become an industry leader - not content just to participate Ownership/Entrepreneurial mindset - you prefer putting your future on your own shoulders Motivated by 100% commission - willing to defer immediate rewards to build a significantly greater future General foundation in small business finance - understand basics of a profit & loss statement, Balance sheet, EBITDAR Team oriented mindset - collaborate with other brokers and support staff to ensure success across all levels of the business Preferred: 1-5 years of experience in Commercial Real Estate investment sales or leasing Track record of sales success in non-real estate industries (financial services, insurance, medical devices, etc.) given strong consideration SIG Provides Its Brokers With Company culture of collaboration, teamwork and giving back: This is our #1 focus. Coaching and mentoring: Our seasoned leaders help our brokers to push through obstacles hindering growth and specialize in a product type. Support to reach your full potential: As our brokers take on leadership roles and increase their production, we build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to invest in real estate; SIG offers opportunities for the brokerage team to do exactly that. The tools needed to effectively build their business including comprehensive access to all the best industry resources and back-office support. State of the art In-house marketing team Top of the line training program during the on-boarding process About SIG Sands Investment Group is a commercial real estate brokerage firm that specializes in the buying and selling of net lease properties for private investors and institutions across the United States. Since its founding in 2010, SIG has closed over 4,400 transactions worth more than $8.5B in 48 states. Brokers with the company currently have over $1.4B in active inventory. As a leader in the industry and the first to offer true sub-product type specialization, the firm's experience in net lease, retail, office and industrial transactions is unparalleled. Sands Investment Group has offices in Los Angeles, CA, Philadelphia, PA, Charleston, SC, Charlotte, NC, Atlanta, GA, Fort Lauderdale, FL, and Austin, TX.

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 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 160 public equity offerings, and more than 200 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 success. Associate responsibilities include: Speaking with entrepreneurs and executives of privately held companies to source new investment opportunities Mapping attractive industry sectors to identify category-leading companies Attending trade shows and conferences and reviewing industry publications to contribute to Summit Partners' proprietary database of private companies Conducting due diligence and quantitative analysis on new investments and add-ons Helping manage portfolio company relationships and strategic projects You have Most Associates have two-to-three years of professional, quantitatively-based experience (typically from investment banking, direct investing, or consulting, although we invite other backgrounds to apply). Successful candidates will have a proven track record of leadership skills, outstanding academic (typically a GPA of 3.6+), and/or professional and 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 neighborhood and in our Menlo Park office, in the heart of Silicon Valley. You will have access to an onsite gym, catered breakfast and lunch, a fully stocked kitchen, and plentiful team and office events. Compensation is highly competitive and includes the ability to participate in Summit's deals. 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. Exceptional people are the foundation of our success - both within Summit and across our portfolio companies. Together, we build and grow category-leading companies and successful careers. Thank you for considering Summit, and we look forward to receiving your application.

Job DescriptionAbout the RoleWere 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.

Founded in 1999, Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, London and Hong Kong. With approximately $42 billion of assets under management and more than 475 employees, Audax is a leading capital partner for middle market companies, operating through three business lines: Audax Private Equity, Audax Private Debt, and Audax Strategic Capital. For more information, visit the Audax Group website ******************* or follow us on LinkedIn. Position Summary: The Audax Private Equity Investor Relations team focuses on investor client management, fundraising/capital development, and investor reporting across a diverse and global investor base. The team is spearheading capital raising across all PE strategies, including our Flagship, Origins, and Audax Strategic Capital (ASC) funds. We are seeking a driven and detail-oriented Investor Relations Associate to join our dynamic team in Boston. This is a unique opportunity to be at the forefront of a fast-paced, high-performing group that serves as a critical link between the firm and its global Limited Partners (LPs). As a key contributor, you'll work closely across fundraisers, the internal operations team and other internal PE teams to play an integral role in supporting our fundraising initiatives and ongoing investor engagement efforts. We're looking for someone who thrives in a fast-moving environment, enjoys solving complex problems, and brings intellectual curiosity and initiative to everything they do. If you're a proactive team player with sharp analytical instincts, strong communication skills, and a passion for excellence, this is your chance to grow your career at a leading PE firm. Responsibilities: Fundraising & Investor Engagement Support Partner with fundraisers to manage territory pipelines and track investor activity. Conduct market and investor research to support territory planning and prospect targeting. Organize key fundraising materials in Audax' data room and support prospective LP requests for information. Monitor inbound inquiries from prospective investors, coordinating responses across internal teams and ensuring timely completion of investor deliverables. Lead the preparation, coordination, and submission of RFPs and DDQs for institutional clients, consultants, and other stakeholders. Support planning and execution of semi-annual advisory board meetings and annual LP meeting. Data Management & Reporting Maintain a centralized repository of standard responses and core fundraising documentation. Create standardized quarterly reports and investor communications using Audax' customer relationship management system (CRM), and respond to ad hoc data requests. Oversee creation and ongoing maintenance of prospective and existing investor account information (contacts, addresses, advisors) in the CRM and investor portal. Investor Onboarding & Team Process Coordination Assist with onboarding of new investor accounts, working with internal and external legal teams to help maintain organized records of legal and transfer documentation. Proactively identify and resolve issues to ensure smooth processes. Provide backup coverage for members of IR support colleagues Over time, collaborate with other teams such as Portfolio Valuation & Analytics, PE Finance and Business Solutions to develop analyses that support operational improvements and drive continuous improvements. Qualifications: Bachelor's degree with 2-4 years of previous professional experience in finance or investor relations preferred 1 year of experience with RFP/DDQ completion in financial services or a related industry is a plus Strong organizational skills and attention to detail Self-starter with the willingness to learn Ability to multitask and prioritize workload in an environment of tight deadlines and high-quality standards Team oriented; able to operate autonomously and collaboratively while flexing to support other team members as needed Excellent verbal and written communication skills A professional, proactive attitude Ability to handle confidential and sensitive information with appropriate discretion Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook) Knowledge of private debt or private equity industries, CRM databases (Dynamo, Salesforce) or alternative investment databases (Preqin, eVestment), is a plus For Massachusetts: The base salary range for this position is $94,500 - $130,000. The base salary range represents the estimated low and high end for this position at the time of this posting. Consistent with applicable law, compensation may vary and will be determined based on but not limited to, the skills, qualifications, and experience of the applicant along with the requirements of the position, and Audax reserves the right to modify this pay range at any time. An employee may also be eligible for annual discretionary incentive compensation based on performance. Audax offers a wide range of employee benefits, including health insurance, life insurance, disability insurance, paid time off (including sick leave, parental leave, volunteer leave, and vacation), charitable donation match, family support services (including Bright Horizons and Benefit Advocate Center), and a 401(k) in addition to other benefits. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice. Audax Management Co. is an equal opportunity employer. Please note that Audax Group and its affiliated entities do not accept unsolicited resumes from a third-party recruiting agency not currently under a signed agreement. Any unsolicited resume that is sent to directly to Audax Group or one of its affiliated entities, or its employees, including those submitted to hiring managers by a third-party recruiting agency not currently under a signed agreement, will be considered property of Audax Group. If a third-party recruiting agency submits a resume without an agreement, Audax Group or its affiliated entities explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the third-party recruiting agency. Any third-party recruiting agency should contact either a member of the Talent Acquisition or Human Resource team at Audax Group, in conjunction with a valid, fully executed contract for service based upon a specific job opening.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JPMorgan Wealth Management, you will have the opportunity to provide exceptional client service, operational marketing, and administrative support. You will play a key role in supporting Advisors' business operations, from account opening to investment trades. You will also assist in building and maintaining client relationships, managing account reviews, and engaging in risk management. This role offers the chance to work in a dynamic environment where you will prioritize daily work, track progress, and consistently meet deadlines. Join us and contribute to fostering our team culture. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI The Position The Energy & Infrastructure (E&I) Credit team, part of Liberty Mutual's $22 billion Global Alternative Markets platform, is seeking an Associate to join its growing platform. The E&I Credit team operates within the Alternative Credit group and focuses on credit investments across the infrastructure spectrum-including traditional energy, renewable power, energy transition, digital infrastructure, and diversified infrastructure assets. Investing across the risk-return continuum, the team targets both investment-grade and growth credit opportunities. Through subject matter expertise, flexible underwriting, and execution speed, the E&I Credit team has built a reputation as a differentiated and value-added capital partner. This Associate role offers the opportunity to play a meaningful role on a lean, high-performing team contributing to the growth and continued success of the business. Responsibilities Transaction Execution: Manage multiple projects at a time. Partner with senior team members to support all aspects of deal evaluation including investment framing, credit underwriting, due diligence, structuring and management of the investment committee process. Own the operational process and coordinate with internal stakeholders as the deal moves from initial screening to close. Creation and Presentation of Materials: Develop detailed investment committee memoranda and screening presentations. Present to team members and investment committees. Robust Analytical and Modeling Skillset: Perform detailed financial modeling and data analysis to support investment decision-making. Portfolio Management and Monitoring: Follow progression of closed transactions and communicate material changes to broader team members. Work on ad hoc requests to summarize portfolio metrics and performance. Value Generation: Drive robust relative value discussions across the organization. Be able to effectively communicate the underlying dynamics of the energy and infrastructure sub-markets. Seek to generate optimal risk-adjusted returns for the overall portfolio. Team Collaboration: Work independently in a flat/lean team structure and promote a culture of collaboration, being willing to work cross-functionally to add value across the organization. Qualifications Education: Bachelor's degree with strong academic performance Experience: 3-6 years of relevant work experience in infrastructure, private credit investing, banking or similar financial institutions Skills: Previous experience in credit underwriting with a demonstrated ability to identify and evaluate transaction risks and risk mitigation strategies. Quantitative and qualitative analytical skills, financial modeling skills, and decision-making ability. Written and verbal communication skills; comfortable making investment recommendations and addressing questions from an investment committee. Ability and willingness to go above and beyond to ensure deal execution happens on a timely basis while managing multiple responsibilities. Detail-oriented, accurate, and capable of producing consistent work product. Self-motivated and creative with the ability to work independently; flexibility to take on additional responsibilities depending on the needs of the business. Proven ability to interact and build relationships with internal and external investment professionals and executives. Passion for energy and infrastructure sectors. About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco We can recommend jobs specifically for you! Click here to get started.

Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, 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: $63,750.00 USD Maximum: $105,000.00 USD **Link to Santander Benefits:** **Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) (************************************* DvZMQUmQ9qBf0gNi6cS-sCOOUmrXQKufnl-c92ox6n4.htm)** **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. **Primary Location:** Boston, MA, Boston **Other Locations:** Massachusetts-Boston **Organization:** Santander Bank N.A. AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO

BioMed Realty seeking an undergraduate or graduate student majoring in Real Estate, Business, Finance, Economics, or an equivalent field, with an interest in Commercial Real Estate to perform general analysis, underwriting, and support for the Investments and Asset Management teams. Internship Objectives The Asset Management & Investments Intern will gain exposure and work experience in all aspects of commercial real estate for the life sciences industry to help develop their knowledge and skill in analytics, underwriting, transactions, industry terminology, problem solving, and collaboration. The intern will provide analytical and presentation support to the Asset Management and Investments teams. These teams are charged with appropriately evaluating and recommending capital allocation or revenue generation decisions, including leasing, capital initiatives, acquisitions, dispositions, development and redevelopment, across our core markets (San Diego, San Francisco, Seattle, Boulder, Boston & Cambridge, UK). The intern will work closely and collaboratively across both internal functional teams and with our sponsor, Blackstone, to achieve investment objectives. Key Duties and Responsibilities Assist in preparation and analysis of asset-level and portfolio underwriting. Assist in preparation of presentation materials. Assist in preparation of industry- and market-related research and analysis. Assist in preparation of tenant credit and financial analysis. Other ad-hoc projects related to the above. Research and evaluate emerging A.I. tools for Asset Management & Investments related functions. Collaborate with cross‑functional team members to identify opportunities for A.I. usage and adoption. Work alongside other BioMed Realty interns. Job Specifications Must be currently enrolled in an accredited college or university as a rising junior or senior (undergraduate), or as a first-year graduate student, with an expected graduation date no earlier than December 2026. Strong academics and extracurricular involvement (specifically GPA & industry organization involvement). Interest in commercial real estate, including asset-level financial analysis/valuation. Experience with Excel and PowerPoint required. Financial modeling skills with knowledge of IRR, NPV, and other fundamental real estate metrics strongly preferred. Experience with Argus Enterprise a plus. Ability to thrive in a collaborative team environment and work effectively with colleagues. Self-motivated individual with passion for learning. Schedule This will be a 3-month rotational summer program (June - September, 2026), with approximately 50% of the program focused on Investments and 50% focused on Asset Management. The Asset Management & Investments Intern is expected to be in the Cambridge, MA office Monday-Thursday, per the agreed upon work schedule within our business hours of 9AM-6PM. A minimum of 20 hour/week is required with a 32 hour/week maximum; requirements may be adjusted depending on the needs of the departments. Hourly Wage $25.00 per hour for undergraduate and $30.00 per hour for graduate student. Amenities Offsite Gym Complimentary Snacks and Beverages Free offsite parking Benefits Interns are not eligible for employee benefits but are encouraged to participate in company activities during their internship. Housing is not provided. About the company BioMed Realty, a Blackstone portfolio company, is a leading provider of real estate solutions to the life science and technology industries. As of September 30, 2025, BioMed Realty owns and operates high-quality life science real estate comprising more than 17 million square feet concentrated in leading innovation markets throughout the United States and the United Kingdom, including Boston/Cambridge, San Francisco, San Diego, Seattle, Boulder and Cambridge, U.K. In addition, BioMed Realty maintains a premier development platform with 1.5 million square feet of Class A properties in active construction to meet the demand of the life science and technology industries. BioMed Realty is an equal opportunity employer. We are committed to creating an inclusive environment for all employees. Our employment decisions are based on individual qualifications, job requirements and business needs without regard to race, color, marital status, sex, sexual orientation, gender identity and/or expression, age, religion, disability, citizenship status, national origin, pregnancy, veteran status and or any other legally protected characteristics. We are committed to providing reasonable accommodations, if you need an accommodation to complete the application process, please email ************************. As a participant in the E-Verify program, BioMed Realty uses the federal governments' E-Verify system to verify the identity and employment eligibility of all persons hired to work in the United States. Right To Work E-Verify Participation

Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, 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: $63,750.00 USD Maximum: $105,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 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.

This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role: Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related field. Basic understanding of investment concepts, financial markets, and asset management strategies. Familiarity with financial modeling, quantitative analysis, and investment research techniques. Ability to assist in the analysis of market trends, economic data, and investment opportunities. Strong analytical and problem-solving skills, with the capacity to work on detailed financial projections and models. Good organizational and project management skills, capable of handling multiple tasks and contributing to collaborative projects. Effective communication and interpersonal skills, for working with investment teams and presenting findings. Eagerness to learn and stay updated with advancements in investment strategies and market conditions. Hands-on experience in creating and interpreting financial reports and investment portfolios. Participation in finance or investment clubs, competitions, or related extracurricular activities is a plus.