Investment banker jobs in Massachusetts - 622 jobs
Private Equity + Investment Mid-Level Associate in Providence or Boston
Agnello & Rogers
Investment banker job in Boston, MA
Troutman Pepper Locke is seeking a mid-level associate to join our Private Equity + Investment Funds Practice Group, based in either our Providence or Boston office, with a preference for Providence.
The ideal candidate will have 3 to 6 years of experience in private equity transactional work, focused on platform M&A deals and varied portfolio company matters. Candidates must have strong analytical and drafting skills, combined with excellent organizational and matter management abilities, including an ability to communicate effectively with clients and supervising attorneys.
This is an opportunity to represent clients in a national PE practice and participate immediately in sophisticated matters. Our deal teams are structured to allow associates to assume more responsibility and receive a high level of partner and client contact. Our group is comprised of team players who are supportive, flexible, and invested in helping associates develop throughout their career.
The salary range for this position is $260,000 - $350,000, dependent on relevant years of experience.
Candidates must be licensed and in good standing in their state of residence, with excellent academic credentials.
For inquiries or additional information on this position, please contact Tonja Washington.
By applying for this position, you agree and understand that Troutman Pepper Locke will process your Personal Information pursuant to the terms of our Worker and Applicant Global Privacy Notice. If you have questions about our data handling practices, or you are a resident of California, the United Kingdom, or the European Union and wish to exercise your privacy rights, please contact us at privacy@troutman.com.
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A leading investment firm in Boston seeks an Associate for the Risk Management Team. Responsibilities include advancing the firm's risk management framework, enhancing risk models, and conducting portfolio risk analysis. Ideal candidates will hold a degree in a technical field and possess strong quantitative skills alongside programming experience in languages like Python and SQL. This role offers the opportunity to work in a collaborative environment while driving projects to successful completion.
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$91k-123k yearly est. 5d ago
Fund Finance Associate - Private Equity Lending
Citizens Bank 3.7
Investment banker job in Boston, MA
A major financial institution in Boston is seeking a Private Equity Lending Associate. The role involves underwriting and managing a commercial loan portfolio, primarily focusing on fund finance transactions while also handling C&I and CRE transactions. Candidates should possess over three years of experience in credit analysis and strong communication skills. A bachelor's degree is required. The position provides a competitive salary and benefits package including bonus opportunities and comprehensive insurance coverage.
#J-18808-Ljbffr
$61k-86k yearly est. 4d ago
Relationship Banker - Newburyport Financial Center
Bank of America 4.7
Investment banker job in Newburyport, MA
Newburyport, Massachusetts
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (****************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
_It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability._
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$31k-39k yearly est. 4d ago
M&A and Project Finance Associate
Greenvolt Power
Investment banker job in Boston, MA
We are seeking a detail-oriented professional to join our U.S. team to support project finance and M&A activities. The role will be heavily involved in building financial models, conducting due diligence for acquisitions, and preparing materials for internal investment committees and senior management approvals. Working closely with senior team members, this position will provide critical analytical support across financings, acquisitions, and partnerships
Key Responsibilities
Develop, maintain, and audit project- and portfolio-level detailed financial models for acquisitions, financings, and greenfield renewable energy projects.
Conduct valuation, cash flow projections, and scenario/sensitivity analyses.
Assist in the origination, evaluation, and execution of acquisition opportunities in the renewable energy sector.
Assist with due diligence for acquisitions and investments, coordinating inputs from technical, legal, and commercial workstreams.
Prepare presentations, memos, and investment packages for internal approvals and decision-making.
Support the structuring and execution of debt and tax equity financings under senior team guidance.
Research and analyze market trends, competitor activity, and policy developments to inform strategic decision-making.
Help track and organize documentation for transactions and financing processes.
Qualifications
Bachelor's degree in Finance, Economics, Business, Engineering, or related field (MBA or advanced degree a plus).
2-5 years of experience in project finance, investment banking, corporate development, or related field (renewable energy experience strongly preferred).
Strong technical skills in financial modeling, valuation, and Excel-based analysis.
Demonstrated experience supporting M&A and/or project finance transactions through diligence and closing.
Excellent writing and presentation skills, with the ability to distill complex analyses into clear internal materials.
Highly organized, detail-oriented, and able to manage multiple workstreams simultaneously.
Knowledge of renewable energy project development processes (wind, solar, storage) is a strong plus
What we offer
Steady job in an international company
Professional growth in fast developing team experienced in the field of renewable energy
Hybrid working model
Flexible working hours
Day off on your birthday
Benefits package:
Private medical care
Sharing the costs of professional training & courses
401 (k)
📩 Apply now and help us power a cleaner tomorrow.
$41k-73k yearly est. 1d ago
Legal Associate - Financial Services
Daley and Associates, LLC 4.5
Investment banker job in Boston, MA
Legal Associate (Contracting & Documentation) We are currently seeking candidates for a Legal Associate role with a well-established asset management firm located in Boston, MA. This role sits within the Legal & Compliance organization and supports the firm's Client Platform, with a primary focus on contracting and documentation. The Legal Associate will be responsible for drafting, reviewing, and negotiating a range of client-facing agreements while also supporting process improvement and legal technology initiatives, including AI-enabled solutions. The ideal candidate will have 4-5+ years of experience in a legal or contracting role within the financial services industry.
This is a 6-month contract position paying between $42-$48/hour (depending on experience). This role supports a hybrid work model of four days per week onsite, one day remote in Boston, MA.
Responsibilities:
• Assist with contracting and documentation supporting the Client Platform, including drafting, reviewing, and negotiating investment management agreements, amendments, ancillary documentation, RFPs, and non-disclosure agreements.
• Serve as a primary point of contact for the Advisory Legal team, as well as business development and relationship management professionals.
• Collaborate with other members of the Legal team in connection with complex contracting and documentation matters.
• Support resolution of complex documentation issues and assist in establishing controls and processes where required.
• Contribute to the development and implementation of technology solutions related to the contracting process, including AI tools and Microsoft Power Apps.
• Participate in the ongoing development and improvement of legal processes, design, and operational efficiency.
• Provide additional legal and documentation support as needed.
Qualifications:
• Bachelor's degree in Legal Studies or a related field required.
• 4-5+ years of paralegal experience required; senior paralegals or junior lawyers strongly preferred.
• Must have experience within the financial services industry; asset management experience is highly preferred.
• Prior experience in a legal or contracting function at an asset manager, financial institution, or large corporate organization.
• Hands-on experience negotiating contracts, including NDAs and exposure to RFPs.
• Strong interest in legal technology, process design, and operational improvement initiatives.
• Excellent written and verbal communication skills, with the ability to distill and communicate complex legal concepts clearly.
• Strong business judgement, collaboration skills, and a pragmatic, risk-aware approach to contracting.
• Ability to work independently while also contributing effectively within a team environment.
• Language skills are a plus but not required.
For immediate consideration, interested and qualified candidates should send their resume to Jackson at ********************.
IND123
$26k-38k yearly est. 3d ago
Investment Banking- United States - 2026 ReEntry Program
Jpmorgan Chase & Co 4.8
Investment banker job in Boston, MA
JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial & Investment Bank
The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Group Overview:
Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products.
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
$110k-200k yearly Auto-Apply 55d ago
Equities Quant Trader
Man Group 4.6
Investment banker job in Boston, MA
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 *************************.
$150k-180k yearly Auto-Apply 60d+ ago
Cramer Future Opportunities
Cramer 4.4
Investment banker job in Norwood, MA
Are you interested in joining the team at Cramer?
While we may not have any open positions, we are always looking to connect and establish relationships with local candidates who are interested in joining our Cramer community.
If you are interested in a career at Cramer, please upload your resume. If we have a job opening that we feel aligns to your skillset, we will reach out.
What types of opportunities can we offer?
Account Services
Business Development
Marketing
Event Production
Creative Direction
Brand Strategy
Content Writing/Copywriting
Project Management
Operations
Video Production
Technical Direction
Warehouse Assistant/Broadcast Technician
In the meantime, keep up with us on LinkedIn and Instagram
Benefits
Cramer's Hiring Philosophy
We believe that different perspectives and backgrounds make us better as a company and as people. Our goal is to create a diverse, collaborative, growth focused culture. That means seeking out, hiring, and developing talented people who bring their authentic selves to work every day. As an equal opportunity employer, we prohibit discrimination and harassment of any kind based on race, color, gender identity, sex, religion, sexual orientation, national origin, disability, pregnancy, age or any other status.
We encourage you to apply and show us who you are and what you can do!
$74k-122k yearly est. Auto-Apply 60d+ ago
Investment banking intern
Caxton Wealth
Investment banker job in Boston, MA
Job Description
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 investmentbankers, finance enthusiasts, and high-agency individuals eager to gain elite experience before entering full-time analyst roles at investment banks and private equity firms.
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$50k-88k yearly est. 24d ago
Summer 2026 Investment Internship
Capstone Investment Advisors
Investment banker job in Boston, MA
We see the world differently at Capstone Investment Advisors. You will, too. Capstone Investment Advisors, LLC ("Capstone") is a global asset manager, dedicated to exploring alpha opportunities in derivatives and complementary strategies that persist across market cycles. With approximately $11.0 billion of AUM (as of July 1, 2025) and 326 employees, Capstone is headquartered in New York with offices in London, Amsterdam, Stamford, Los Angeles, Boston, Tokyo, Milan, Texas, and Maryland. Since 2004, through strategic insight, market-leading expertise, and advanced technology, we have sought to anticipate and harness the complexities of world markets, creating unique opportunities for our clients, team, and industry.
Overview:
Capstone's 2026 Summer Internship is a 10 week summer program. You will be given a project that is both educational and a value add to the business, at the end of the summer you will present your project to the senior leadership team.
Our investment pods are looking for bright, curious, and motivated candidates to join their teams for a summer internship. Throughout the summer, interns will be given the opportunity to learn about various investments strategies, as well as complete a project that will be both educational and a value add to the business. Investment pod placements may include Sovereign Rates Relative Value, Global Equity Volatility, Quantitative, Convertible Bond Arbitrage, Equity Capital Markets, and more.
Our future colleague has these skills:
* Pursuing a Bachelor's or Master's degree in a quantitative discipline such as Economics, Econometrics, Finance, Applied Mathematics, or Statistics
* Proficiency in Python and/or Java
* Fast learner and able to contribute, with a team-player mentality
* Ability to communicate with both technical and non-technical members of the broader team
* Previous experience at a financial firm is preferred
Do you possess these Bonus Skills:
* Intellectual curiosity, the openness to share ideas, humility, the highest ethical standards and a desire to excel are a few of the traits that it takes to thrive and be your best self at Capstone.
* To thrive at Capstone, a keen curiosity about technology and artificial intelligence is essential, as we continually drive innovation and enhance our strategic capabilities.
Benefits and Compensation Information:
Our team is our most important asset and investment. We value and respect our colleagues and their well-being inside and outside the workplace and our culture reflects this.
The applicable hourly range for this role is $29.00 - $40.00/hr USD. The hourly pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis.
Equal Opportunity Employer:
Capstone is committed to creating an inclusive environment where we welcome people of different backgrounds. Capstone considers applications for employment without regard to all applicable protected characteristics, including race, color, religion, ethnicity, national origin, gender, sexual orientation, gender identity or expression, age, parental status, veteran status, or disability status.
To learn even more about being part of the team, visit us online: Careers - Capstone (capstoneco.com)
Don't forget to follow us on LinkedIn
$29-40 hourly 13d ago
Investments Internship - Multi Asset
Ameriprise Financial 4.5
Investment banker job in Boston, MA
Please note that applications will be assessed on a rolling basis. Due to anticipated interest, the role may close earlier than the stated deadline. We recommend submitting your application promptly. The advertised closing date is 20 February 2026.
Our 10-week summer intern program provides real-life experience in a collaborative and inclusive environment. Over the course of your internship, you will gain exposure to leaders, cultivate your business knowledge, work on projects that directly impact the business you support, and network in a welcoming atmosphere. Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance offers employees the opportunity to grow and develop personally and professionally in a flexible work environment designed to support individual needs.
As you spend the summer with us, learning and growing, you'll also spend time getting to know your fellow interns during team building exercises. With access to our Business Resource Networks - which includes the Black Employee Network, Young Professionals Network, PRIDE Network - you will increase your own sense of belonging and engage in important networking and development opportunities. Embark as an intern with us this summer and lay the foundation for your future.
About the Role:
In this role, you will work closely with researchers and portfolio managers in systematic equity strategies, applying rigorous analysis, creativity, and technical skills to generate insights that drive investment performance. By combining theory, practice, and technology, you will contribute to alpha‑signal discovery, analytics development, and strategy implementation providing you a strong introduction to quantitative equity investing and the full investment process.
Key Responsibilities:
Work independently on impactful research and development projects while supporting the team's broader investment and portfolio‑management activities.
Collaborate with portfolio managers and investment analysts to assess global macroeconomic trends and evaluate their implications for investment strategy and portfolio performance.
Contribute to research on financial models, alpha signals, and market/fund performance reporting.
Analyze large and complex datasets for signal processing and model development, including tasks such as data validation, cleaning, normalization, dimensionality reduction, and visualization.
Participate in portfolio review discussions and investment meetings, contributing insights and supporting ongoing decision‑making
Required Qualifications:
Pursuing a bachelor's degree in finance, Quantitative, Economics, Computer Science, Statistics, Applied Mathematics, Business, or related field
Graduation date of December 2026 or May/June 2027
Passionate about the investment management industry and dedication to being a part of a successful team.
Preferred Qualifications:
Proficient programming skills in R, Python, MATLAB, or similar
High degree of self-motivation with strong integrity and ethics
Attention to detail and propensity to check work
Excellent communication, interpersonal, and presentation skills
Ability to multi-task, problem solve independently and think creatively
Proven organization skills and ability to manage time effectively
Ability to work and communicate collaboratively and constructively with others
The company does not offer corporate undergraduate internships for students with F-1 visas.
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated hourly rate for this role is $31 per hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurance.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Human Capital
Line of Business
AMINV US Asset Management
$31 hourly Auto-Apply 7d ago
US Equity Trader
Wellington Management 4.9
Investment banker job in Boston, MA
About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the Role
The Company
Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With US$1 trillion in assets under management, we serve as a trusted adviser to institutional clients and financial intermediaries in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.
The Position
We are seeking to hire a US, Equity Trader to execute orders from portfolio managers and analysts across our US book of business, to include cash and derivatives across local and external markets. This is an execution role, but there is significant opportunity and expectation to add value to client portfolios through collaboration with portfolio managers and analysts.
This position is based in Boston and will be situated on the Trading Desk at our offices, which are located at 280 Congress Street. This trader will be working collaboratively with our global trading teams located in Boston, London, and Hong Kong and Singapore.
Wellington Management's trading philosophy and practices are based on the principles of seeking best execution, contributing to portfolio alpha, and managing regulatory, operational, liquidity and investment risks. We seek to execute orders in a manner consistent with these principles and in accordance with our written policies, which emphasize the fair dissemination, aggregation, and allocation of investment opportunities across our investment platform and ultimately our clients.
Wellington Management's Trading Department employs over 60 traders globally and operates in specialized teams according to sectors and products. Our investment and trading activities are conducted on an industry-leading internally developed technology platform, which we believe creates a meaningful competitive advantage. We are also supported by an in-house team of managers and quantitative and business analysts, who oversee the “business” of the department and provide in-depth, action-oriented insights into our trading capabilities and activities.
Responsibilities
Principal responsibilities will include, but are not limited to:
Executing equity transactions, using a mixture of high-touch and low-touch execution methods, for all relevant accounts under management.
Executing orders in a manner consistent with our best execution and risk management practices, as well as our policies and procedures.
Gathering, analyzing, and disseminating market, sector and security information that identifies or creates actionable investment opportunities.
Developing and enhancing over time an in-depth understanding of the investment philosophies and strategies of our portfolio managers, strategists, and analysts.
Soliciting potential trade interest from portfolio managers and locating external supply/identifying internal demand for liquidity opportunities in the market.
Remaining informed of new product developments.
Fostering new trading relationships and leveraging existing relationships.
Monitoring and improving efforts to enhance efficiency while mitigating risk.
Qualifications
A successful candidate should have the following qualifications:
Have a minimum of 3 years' relevant trading experience. Experience trading a wide array of instruments would be additive.
Ability to work quickly and accurately in a fast-paced, dynamic environment.
Demonstrate a high degree of accuracy in his/her work.
Work well in a team oriented environment.
Strong organizational and communication skills.
Strong work ethic and attention to detail; a precision and risk management mindset that results in accurate and compliant work and manifests itself in double-checking work, stopping to question anything unusual, and frequent reconciliation of work throughout the day.
Strong analytical skills and an ability to apply those skills in a highly practical fashion.
An attitude and practice of proactive idea generation and continuous review and improvement of our processes.
Impeccable integrity, fiduciary mindset, and ability to consistently place the interests of our clients as the number one priority.
Strong quantitative skills, programming experience would be additive.
A pro-technology mindset and the ability to leverage technology to improve effectiveness and efficiency.
Strong interpersonal skills and experience in a collaborative, team-based, results-oriented environment.
Strong academic credentials: Undergraduate degree is required; MBA/CFA would be viewed favorably.
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to
race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law
. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at **********************************
.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 120,000 - 225,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
$95k-162k yearly est. Auto-Apply 60d+ ago
Investment Services Internship, Summer 2026
Arrowstreet Capital 4.0
Investment banker job in Boston, MA
The Investment Services Group is responsible for managing critical inputs to the firm's investment process, managing the services provided by our outsourced middle-office, and supporting our portfolio management team, processes and investment initiatives. Individuals in this group develop a deep understanding of our investment process and have experience in financial services or asset management.
As an Investment Services Summer Intern, you will be immersed in our daily efforts, working side-by-side with members of the Investment Services group. Our intern program allows you to rotate across three teams within the Investment Services Group. Guided by your manager and mentor, you will work on high impact projects that may involve finance, business, and accounting.
Responsibilities
Markets. Monitor for upcoming market events, changes and communicate these to the broader investments teams along with research that will help support our implementation of and internal changes.
Security Data. Manage the quality of this data in particular evaluating the quality of security prices, country and sector reference information across our investible universe.
Account Activity. Support the management of portfolio subscriptions and redemptions, set up new markets for trading, manage portfolio conversion activities, and manage broker and counterparty eligibility or restrictions.
Portfolio Holdings and Transactions. Evaluate the quality of holdings data through the review of systematic reconciliations and integrity checks across portfolio holdings, transactions, corporate actions, cash balances, and good to sell files across our trading systems, middle-office records and client custodian records.
Post Trade Monitoring. Monitor failed trade reporting and proactively resolve trade settlement matters. Compile data required and broker performance on a daily basis. This group also manages the corporate action election process coordinating across legal, portfolio management, client relationship management and our middle office.
New Initiative Implementation. Lead and contribute to the implementation of critical investment initiatives. Identify business requirements for relevant software development needs.
Qualifications
Strong academic record in the undergraduate program with a finance, business, accounting, mathematics or computer science focus. Expected degree completion within a year of the summer internship.
Experience or interest in a programming language, preferably Python, a plus
Excellent organizational, analytical and problem-solving skills.
Microsoft Excel skills preferred.
A strong interest in data analysis and working with large amounts of data.
A strong interest in the asset management industry.
The hourly wage range for this position is $27-$30 per hour.
Arrowstreet Capital operates a robust talent acquisition program, and we also seek to compensate and reward our employees competitively within our industry and in line with our merit-based culture. The determination of a successful candidate's base wage placement within the listed range will vary based on the candidate's relevant experience and qualifications (which may also include relevant certifications, credentials and other education), the job responsibilities and scope, the commensurate resulting level of the position and other relevant factors. The listed range is also an estimate, and additional information regarding base wages and other elements of total compensation offered by Arrowstreet Capital to successful applicants will be communicated during the recruitment process.
Arrowstreet Capital is a Boston-based systematic investment firm that manages global equity portfolios for institutional investors around the world.
All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, ancestry, genetic information, age, pregnancy, medical condition, disability, veteran or military status, marital status or any other characteristic protected by federal, state, or local law.
Arrowstreet Capital is committed to working with and providing reasonable accommodations for qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation for any part of the employment process due to a disability, contact us to discuss the nature of your request and contact information.
$27-30 hourly Auto-Apply 12d ago
Experienced Banker - Pinehills
Cape Cod 5
Investment banker job in Plymouth, MA
Salary Grade: 14R
In this customer-facing role, the Relationship Banker III will provide exceptional customer care to the Bank's customers assisting them with daily transactions, inquiries, problem resolution and banking transactions at a full-service Cape Cod 5 Retail Banking Center location. The Relationship Banker III will also serve as a mentor to the staff in the RB I and II roles.
ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES:
Develops rapport with customers, greeting customers by name, understand account ownership types and authority, being responsive and timely with correspondence and problem resolution, while display a caring attitude (GUEST philosophy)
Provide excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures
Performs banking transactions including: processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer's check issuance and savings bond redemption
Safeguards customer trust by upholding duty of customer confidentiality
Must comply with all required laws, regulations, policies and procedures
Timely completion of all assigned learning activities
Actively participate in Banking Center meetings and one-on-one coaching sessions
Fulfills all Banking Center opening and closing activities
Introduces and advises on the Bank's deposit and consumer loan products and services to appropriately meet customer needs in a proactive manner
Proficient in determining customers' financial needs and identifies referrals to other business lines, e.g., Investment Services, TAM, Commercial, Cash Management, etc.
Works to develop and maintain a comprehensive knowledge of the Bank's products and services offered, taking responsibility to request assistance for further development needs, including consumer, business, non-profit, retirement, digital banking, debits cards, etc.
Assists customers in preparing loan applications for home equity products and other consumer loans
Participation/volunteerism in community groups and events
Additional duties as assigned
Responsible for providing overrides and mentoring for RB I and II staff
EDUCATION, CERTIFICATIONS:
Bachelor's degree preferred
Nationwide Mortgage Licensing System (NMLS) registration
Notary Public commission
KNOWLEDGE, SKILLS & ABILITIES:
Minimum two years banking experience
Ability to mentor RB I and RB II team members
Ability to independently complete transactions and all platform services, including transactions, account opening (business and personal), home equity loans and lines, IRAs, etc.
Ability to execute more complex account openings and transactions independently, e.g., business accounts,
Demonstrated high level of judgement
Demonstrated ability to fulfill the Banking Center opening and closing activities
Proven customer relationship building experience
Ability to act as Banking Center vault custodian
Strong verbal and written communication skills
Critical thinking, decision making and problem solving skills
Must have cyber security awareness to protect the digital environment, the Bank, and customers
Ability to demonstrate core competencies for Relationship Banker III level
COMPETENCIES:
Courage
Technology Savviness/Digital Enthusiast
Financial Comprehension
Adaptability and Flexibility
Sales Aptitude
Eager and Agile Learner
$40k-90k yearly est. 60d+ ago
Seasonal Banker
NESB
Investment banker job in Massachusetts
Temporary Description
Here at North Easton Savings Bank, we exist to invest our time and resources locally and to improve the quality of living, working and raising a family in each of the communities we serve. Our Retail Division is the cornerstone of what makes banking with NESB different. Deeply rooted within our communities, we strive to deliver exceptional customer service while forming lasting and meaningful relationships with our customers and community partners through our service-focused model.
We take great pride in being recognized as a Top Place to Work. Our commitment to growth and innovation extends well beyond the communities we serve and the products and services we offer. Whether you are a seasoned professional or just starting out, by joining the NESB team
today
, you're taking a step towards investing in your
tomorrow
.
Shop Local. Bank Local. Work Local.
Position Summary
As a Seasonal Banker, you'll play a key role in making NESB customers feel welcomed and valued every time they visit one of our branches. Tapping into your exceptional customer service skills, you'll assist customers by leveraging a comprehensive understanding of deposit and consumer loan products to efficiently and accurately process customer requests.
Seasonal Bankers will be expected to provide coverage across branches within one or more of the following regional areas:
Greater Easton (Easton, Mansfield, Norton)
Greater Brockton (Brockton, Whitman, Hanson)
Greater Middleboro & Plymouth (Middleboro, Halifax, Plymouth, Carver)
Travel is based on business needs and branch scheduling. Reliable transportation is required.
This role is ideal for local college students seeking to gain banking experience during the school year and/or during breaks.
What you will do:
Your upbeat and enthusiastic demeanor will shine as you engage with customers, providing them with valuable financial education and guiding them through our range of banking products and services tailored to their needs. A typical day will have you:
Greeting and welcoming customers courteously, identifying their financial needs and providing excellent service.
Meeting assigned customer service and sales goals while recommending appropriate solutions and referring to product specialists when necessary.
Completing customer requests, including account openings, maintenance, and routine transactions such as deposits and withdrawals, check cashing, etc.
Maintaining and balancing cash drawers, reconciling discrepancies to ensure accuracy.
Complying with bank operations and security procedures, participating in dual-control functions and maintaining customer traffic surveys.
Developing and deepening customer relationships by efficiently resolving issues and enhancing knowledge of bank products and services.
Following all bank security, compliance, and established policies and procedures.
Requirements
To thrive in this role, you will need:
A high school diploma or equivalent with 1-3 years of related cash handling customer-facing experience. You have enjoyed assisting customers in retail stores, restaurants, etc.
Exceptional customer service skills. You are a strong communicator who easily engages with people.
Proven cross-selling experience. You make relevant product recommendations that will benefit the customer.
A dedication to detail and efficiency. You take pride in delivering accurate and timely work that enhances the customer experience.
Strong computer and math skills, with a commitment to confidentiality. You utilize technology effectively to streamline processes while safeguarding sensitive information.
High level of accountability, teamwork, and a growth mindset. You actively seek feedback and collaborate with others to drive continuous improvement in both personal and team performance.
The pay range for this position is based on the lowest to highest salary we reasonably and in good faith expect to pay for this position at the time of this posting. Actual pay will depend upon several factors including, but not limited to, relevant education, qualifications, certifications, experience, business or organizational needs, affordability and market pay. The posted range may be modified in the future as market data or organizational priorities change.
Physical Demands:
This position is an office-based position in terms of physical demand. Employees are expected to be able to operate their fingers and hands to perform functions such as typing, writing, and filing. Employees must also be able to move throughout the office with ease while also being able to sit for extended periods of time. Employees must be able to see and hear in an office setting that does include much noise going on around one's workspace. While this job is mainly clerical, there are instances in which employees must be able to transport up to 20 pounds.
Note
The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties (both related and unrelated to the above) may be assigned and are therefore required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements.
North Easton Savings Bank is dedicated to being an equal opportunity workplace. To reach and maintain this goal, the Bank strictly prohibits harassment and discrimination based on gender, sex, race, ethnic background, age, physical disability, mental disability, and anything else protected by law. North Easton Savings Bank welcomes diversity and we believe that diversity is the root of successful teams and an overall successful workplace.
NESB123
Salary Description $18.50-18.75 per hour
$18.5-18.8 hourly 42d ago
Private Client Banker - Beacon Hill (New Build) - Boston, MA
JPMC
Investment banker job in Boston, MA
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: **************************************************************************
$40k-88k yearly est. Auto-Apply 8d ago
Entry Level Banking Training Opportunity
Year Up United 3.8
Investment banker job in Lowell, MA
Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend.
The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Harvard University, Wayfair, Salesforce, or Wellington Management among other leading organizations in the Greater Boston area.
Are you eligible?
You can apply to Year Up United if you are:
- A high school graduate or GED recipient
- Eligible to work in the U.S.
- Available Monday-Friday throughout the duration of the program
- Highly motivated to learn technical and professional skills
- Have not obtained a Bachelorʼs degree
- You may be required to answer additional screening questions when applying
What will you gain?
Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week.
In-depth classes include:
- Banking
- Business Operations
- IT Support
- Investment Operations
- Project Management
- Network Security & Support
Get the skills and opportunity you need to launch your professional career.
75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.
PandoLogic. Category:General, Location:Lowell, MA-01852
$31k-35k yearly est. 1d ago
Banker II
Middlesex Savings Bank 3.6
Investment banker job in Walpole, MA
Overview It is the responsibility of the Banker II to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. They accomplish this by focusing on the customer experience, operational excellence, achievement of performance goals, solid decision making, and a commitment to the success of the Bank and of their team. The Banker II promotes strong customer relationships by conducting a wide array of customer transactions, recommending products and services as appropriate, and assisting customers with questions and problem resolution. Responsibilities
Customer Experience - Develops an understanding of customers' needs and expectations, and offers products and services that address those needs and expectations. Develops new business by establishing and growing customer relationships, including utilization of business partners as appropriate. The Banker II is proficient in all Banker I requirements. In addition, they are proficient with basic trust accounts, powers of attorney, basic IRAs, foreign wires, safe deposit box opening and basic consumer and real estate lending products, among other technical and people skills.
Operational Excellence - Ensures quality and accuracy of work. The Banker II possesses a firm understanding of the Bank's digital products, as well as our other products and services, and demonstrates sound technical knowledge. They stay informed of alerts and other company communications. Performs all duties in accordance with prescribed compliance, security and risk protocols. Maintains proficiency in regulatory compliance. Complies with all Bank policies including those pertaining to confidentiality, email, and others.
Teamwork - Is an engaged member of the branch team; steps up as needed to accomplish team objectives. Supports the branch supervisors in implementing Bank policies, procedures and initiatives and creating a positive work environment.
Credibility - Follows through on tasks and assignments, manages time and priorities effectively and demonstrates flexibility. Expresses ideas well and clearly; uses professional written, verbal and electronic communications. Supports branch, division and the Bank's strategic goals.
Decision Making - Understands and complies with Bank policies and procedures. Is aware of potential risks and alerts branch supervisors as appropriate. Makes decisions dependably and consistently in alignment with the values and standards of the Bank. Recognizes warning signs of fraud and escalates appropriately.
Miscellaneous - Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Performs other related and unrelated duties as required.
Requirements Education
High School Diploma or its equivalent is required
some college
Work Experience
1-2 years Banker or similar customer service-related experience within banking is required
Knowledge, Skills, and Abilities
Must possess knowledge of basic math principles and be able to perform basic mathematical procedures.
Demonstrated customer service, sales, organizational, communication, and interpersonal skills.
Must possess strong attention to detail.
Must possess at least intermediate technology skills, including knowledge of Microsoft Office.
Must be able to work extended and weekend hours.
Scheduling and work location flexibility required.
Must be able to sit for extended periods of time.
Must be able to stand for extended periods of time and lift 25 pounds.
Licenses and Certifications
Must attain designation of Notary Public within 6 months. Required
Expected Pay Range From: $37,927To: $54,024
The pay range is the salary we in good faith expect to pay for this role at the time of posting. Actual compensation paid may fluctuate higher or lower than the posted range and the range may be modified in the future due to several factors including, but not limited to, relevant experience, certifications, and qualifications, internal equity, adjustments to the requirements and responsibilities of the job, business needs, and economic and market data. EEO Statement Middlesex Savings Bank is an Equal Opportunity Employer/protected Veterans/Individuals with Disabilities
$37.9k-54k yearly Auto-Apply 20d ago
Associate, Risk Management - Liberty Mutual Investments
The Liberty Mutual Foundation 4.5
Investment banker job in Boston, MA
Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY.
LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future #LMI
The Position
As a member of the Risk Management Team, the Associate will assist with risk analysis, monitoring, and framework development across Liberty Mutual Investments with a focus in Analytics. This individual will help develop and/or automate new analytics and existing processes. In addition to wide-ranging contributions to risk management and monitoring, this Risk Management professional will help to elevate the firm's risk culture of constructive inquiry and advocate for the broader risk framework, which forms an integral part of LMI's investment process.
Responsibilities
Overseeing and advancing LMI's risk management framework
Develop and/or enhance risk models and the risk framework to effectively manage risks and to improve risk management capabilities.
Prepare monthly and quarterly portfolio risk review material, as well as providing ad hoc portfolio and risk analysis as necessary.
Monitoring global market developments and identifying major risks to our portfolio
Relating market conditions, industry and regulatory developments to investment execution
Qualifications
A degree in Computational Finance, Economics, or technical field and 3-5 years of relevant work experience is required. A graduate degree would be a plus. The ideal candidate must also bring the following qualifications:
A strong quantitative background, including statistics, computational or numerical simulation methods, and econometrics
Programming experience in dynamically typed languages, including Python, Excel VBA, SQL
Familiarity with generative AI models
Demonstrated capability to drive projects to successful completion through cross-functional collaboration
Must be a self-starter with ambition and intellectual curiosity, as well as exceptional problem- solving skills, strategic thinking
Knowledge of various types of investments and their characteristics, including equities, fixed income investments, real estate/real assets and alternative investments
Familiarity with Bloomberg, Aladdin and other standard financial databases and tools preferred
Ability to work independently as well as thrive in a team environment
A passion for risk management and a desire to learn about the field
Strong communication/interpersonal skills, and the ability to interact with a variety of investments and support professionals
About Us
As a purpose-driven organization, Liberty Mutual is committed to fostering an environment where employees from all backgrounds can build long and meaningful careers. Through strong relationships, comprehensive benefits and continuous learning opportunities, we seek to create an environment where employees can succeed, both professionally and personally.
At Liberty Mutual, we believe progress happens when people feel secure. By providing protection for the unexpected and delivering it with care, we help people embrace today and confidently pursue tomorrow.
We are proud to support a diverse, equitable and inclusive workplace, where allemployees feel a sense of community, belonging and can do their best work. Our seven Employee Resource Groups (ERGs) offer a centralized, open space to bring employees and allies together to connect, learn and engage.
We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit:
Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.
Fair Chance Notices
California
Los Angeles Incorporated
Los Angeles Unincorporated
Philadelphia
San Francisco
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