Investment Banker Jobs in Nashua, NH

Snap out of your routine. A career should be something you're proud to share with the world. Find out what makes you Modern Woodmen material and start your journey toward a career worth sharing.! Our licensed financial professionals maintain control over what they make, and how they spend their time. You will work hard. You will earn and learn. You will make a difference in people's lives and in your communities. Do you want to: Grow both professionally and personally? Be recognized as a leader in your community? Help others and initiate change? Feel accomplished and appreciated? Are you willing to: Think Outside the Box? Face Rejection? Find the Balance between Work, Study, and Play? Take Your Life and Career into Your OWN HANDS? Do you possess: An Entrepreneurial Mindset? Community Spirit? Mad Communication Skills? Problem Solving Abilities? If you are one of the few who can both qualify and survive..... HERE'S WHAT YOU'LL GET: Excellent Medical Dental plan where we pay all your premiums and 50% of your spouse and dependents. Intensive, and Extensive Hands-On Training A FULLY FUNDED Defined Benefit Plan (YES, a PENSION) where we contribute everything A 401(k) which we match starting on DAY 1 Group term life insurance benefits Expense-paid trips, valuable prizes, and exciting incentives Learn More About Us Here Click below to learn about our careers! Careers | Modern Woodmen | Financial Services, Representative, Managing Partner

Financial Representative Trainee (Sales) - Braintree, MA Work Type: Full Time Regular Application Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days. Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive. $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help? Email Us Apply Now Great place to work Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a “Great Place to Work”. See All Awards An inclusive culture Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers. Discover Our Culture Related Job Openings Financial Representative Trainee (Sales) - Phoenix, AZ Arizona | 503747 Financial Representative Trainee (Sales) - Denver, CO Colorado | 503755 Financial Representative Trainee (Sales) - Guaynabo, Puerto Rico Puerto Rico | 503742

Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual Wellesley is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: · Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience · Build personalized, holistic financial plans tailored to every client's unique needs · Manage your client's financial plans to help them achieve their goals · Grow relationships with clients to support them through every stage of life On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision & goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits · Performance-based earnings and revenue1: o Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) o Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) · Additional income structure to support training and early development · Renewal income earned for continued client support and policy management · Bonus programs and expense allowances · Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more · Certified Financial Planner licensing support2 · Fully company-funded retirement package and pension plan · Competitive and comprehensive medical, vision, and dental plans · Life Insurance and Disability Income Insurance · Parental benefits at every stage of family planning You could be right for this opportunity if you have: · Bachelor's degree · Entrepreneurial ambitions to be a business owner · History of success in relationship-building or client-facing roles · Excellent time-management skills · Desire for continuous learning and collaboration · Proficient critical thinking skills · Strong communicator · Strong sense of motivation and drive · Legal authorization to work in the US without sponsorship About Northwestern Mutual For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: · Top 5 US Independent Broker-Dealers4 · Unsurpassed financial strength with total company assets of $366 billion5 · Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management · Fortune 500 company (June 2024) · Forbes' Best Employers for Diversity (2023) · Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) · 2024 Training APEX Award winner Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 4Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS's affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews , April 2024. 5Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024. 6To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com

Financial Services Representative/Financial Advisor The Moody Street Group, LLC , a General Agency, of the Companies of OneAmerica , works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth. The Moody Street Group, LLC, with offices in Newton, Massachusetts and South Windsor, Connecticut is actively recruiting new associates. We are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential. Our Financial Services Sales Representatives, utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work, which allows financial representatives more time to see and interact with clients. Our marketing team provides new Financial Services Sales Representatives with a comprehensive and sophisticated training program. New Financial Services Sales Representatives will also benefit from a wide range of technical sales support provided by professional career associates who are leaders in the industry. We offer competitive compensation. We also provide group benefits, pension, tuition reimbursement for professional designations and conferences at worldwide locations. If you would like meet with us to learn more, Apply Now Note: S ecurities offered through OneAmerica Securities, Inc.,Member FINRA, SIPC, A Registered Investment Advisor. The Moody Street Group, LLC is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or a Registered Investment Advisor.

We are seeking recent graduates in Finance or Accounting who are eager to pursue a career in the financial industry. The role involves proactively responding to client and internal inquiries, coordinating with internal teams to resolve issues, and analyzing inquiry trends to improve processes. Responsibilities: Review and pro-actively respond to client and internal inquires daily, keeping client up to date on status, and escalating to Sr. Client Service Rep. as necessary Research, identify and escalate internal issues that may impact client servicing Work effectively with internal departments to support client requests, deliverables and issue resolution Analyze inquiry trends and determine if training is required to help either reduce or automate. Meet with your client contacts regularly to review pending items. Execute reviews of internal reporting and reconciliations for assigned client relationships and escalate issues which may impact client servicing to the Sr. CSR Prepare agendas, minutes and coordination of the meetings, and review with your manager. Meet with your manager and peers regularly to share insights and communicate to senior management when necessary. Technology Management & Effectiveness Working with Supervisor, communicate product enhancements to clients and conduct training sessions when necessary. Stay abreast of and utilize relevant internal technology solutions to effectively manage client inquiries Coordinate regular demos with your clients to teach them how to use the platform and reduce manual intervention. Relationship Building & Networking Collaborate with internal teams to share insights and improve the client experience. Understand your client's organizational chart to ensure you contact appropriate members to review items. Actively participate in BANC events, townhalls, simulcasts, read firm wide communication to stay abreast of firm activities Risk & Control Identify opportunities to reduce/eliminate sending correspondence with attachments and/or client sensitive information. Pay attention to detail and contacts sent in emails. Qualifications: BA or Equivalent Ability to communicate effectively with both verbal and written skills Ability to learn and adapt to new technologies and systems Strong analytical and problem-solving skills Language skills commensurate with office location and client relationships supported Comprehensive working knowledge of Microsoft Office Products About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************ US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Recruiter Details: Sapna Singh Email: ****************************** Job ID: 25-32572

Nationally recognized as one of the leading practices of its kind, Choate's debt finance team represents money center banks, finance companies, hedge funds, business development companies and mezzanine investors in transactions across a wide variety of industries. Representing more than 100 lenders - both commercial banks and non-traditional lenders, including eight of the top 10 commercial banks nationwide, our decades of experience provide us with unique insight into the deal terms and key documentation issues that are most important to sophisticated market participants. Job Functions / Responsibilities Represent banks, private credit lenders, institutional investors, and corporate clients in a variety of financing transactions. Work on asset-based, acquisition, and cash-flow financing matters. Handle junior capital investments, restructurings, and bankruptcy matters. Manage the transactional aspects of complex debt finance matters. Qualifications Significant experience in transactional debt finance matters. Strong academic credentials. Sound professional judgment. High motivation to provide exceptional client service. Large firm experience preferred. Schedule The Firm is currently operating in a hybrid model, with the requirement that everyone should be in the office at least three days per week. This schedule is subject to change dependent on Firm, department and client needs, and will be routinely evaluated. Work Authorization Applicants must be legally authorized to work in the United States without the need for sponsorship by the Firm (either now or in the future.). About the FirmChoate, one of the nation's premier law firms, is different from most BigLaw firms in ways we believe materially benefit our clients and our talent. All of our lawyers are under one roof in Boston, focused in areas where we practice at the top of the market, nationally and internationally, and represent clients in their largest and most significant matters. RequiredPreferredJob Industries Other

JobID: 210586015 JobSchedule: Full time JobShift: Base Pay/Salary: Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46 We want to introduce you to the many areas of direct client work across banking, treasury, and credit with client-facing work, as well as extensions of these functions through strategic project work and more. Our goal is to provide a robust, well-rounded experience for you to launch your career in the financial services industry! We will provide everything you need to be successful - from training and mentorship, to senior leader engagements, to projects that engage your current skills and help develop them further. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us develop the next wave of products and solutions for our clients. As a Summer Analyst in the Middle Market Banking & Specialized Industries (MMBSI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time MMBSI Analyst Program. There are two program tracks to choose from within MMBSI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader MMBSI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with MMBSI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory. Job responsibilities * Work on financial models to support financing transactions * Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) * Learn how to identify treasury product solutions to benefit clients' long-term planning * Collaborate with deal teams regarding business development strategy, including the identification of potential prospects * Develop an understanding of the full breadth of J.P. Morgan products and service offerings * Conduct client and prospect research to support business development efforts Required qualifications, capabilities, and skills * Exceptional verbal and written communication skills * Excellent problem solving and critical thinking skills * Strong attention to detail * Ability to thrive in a fast-paced, collaborative work environment * Pursing a bachelor's degree with an expected graduation date of December 2026 - June 2027 Preferred qualifications, capabilities, and skills * Minimum cumulative GPA of 3.2 on a 4.0 scale * Coursework in business, finance, or accounting FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Locations we hire for MMBSI - Diversified Track: * Atlanta * Austin * Bloomfield Hills (Detroit Metro Area) * Boston * Charlotte * Chicago * Dallas * Denver * Houston * Indianapolis * Irvine * Los Angeles * Miami * Nashville * New York City * Philadelphia * San Francisco * Seattle * Washington D.C. Locations we hire for MMBSI - Capital & Advisory Solutions Track: * Atlanta * Chicago * Dallas * Houston * Los Angeles * New York City About The Process: To be considered, you must complete the following steps: * Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above. * If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue. * If selected, our team will reach out to you with final details.

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 RoleThe 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. JOB TITLE Equity Trader JOB FAMILY Trading LOCATION 280 Congress 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 considers all qualified applicants will receive 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 80,000 - 180,000 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 are seeking to hire a US Equity Trader to execute orders from portfolio managers and analysts across our US book of business. 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. Key Responsibilities 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. An attitude and practice of proactive idea generation and continuous review and improvement of our processes Fostering new trading relationships and leveraging existing relationships (both internally and externally) Required Qualifications Ability to work quickly and accurately in a fast-paced, dynamic environment. Preferred Qualifications Strong interpersonal skills and experience in a collaborative, team-based, results-oriented environment. 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 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. About Our Company We're a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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. 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 Exempt Job Family Group Investment Management Line of Business AMINV US Asset Management

About G2 G2 Capital Advisors (************** is a multi-product, sector-focused investment bank and financial advisory firm. Founded on the belief that middle-market advisory firms can do more, G2 partners with clients to navigate opportunities for growth, address operational or financial challenges, and execute complex capital markets transactions. What sets us apart? We're not your typical investment bank or restructuring advisory firm. Our team brings together a balanced mix of operational insight, executive leadership, investment acumen, and financial advisory expertise. This diverse experience allows us to deliver tailored solutions that align with our clients' strategic and financial goals, ensuring a well-rounded and impactful partnership. At G2, we thrive on collaboration, innovation and impact. We seek entrepreneurial, driven and intellectually curious individuals to join us in delivering exceptional outcomes for our clients. About the Role Analysts and Sr. Analysts support G2's Sell-Side, Buy-Side and Capital Markets teams on the analysis of companies, industries and markets in support of G2's business development, M&A and capital raising initiatives. Core day-to-day responsibilities will be conducting strategic research, assisting in the design and preparation of marketing materials, participating in calls and meetings with target clients, and preparing transaction memoranda for our clients. The role affords an opportunity to gain a deep experience in research, performing on both long-term and short-term projects that support the growth of product and industry teams. We're building out our team to meet the demands of rapid company growth and market demand. This is a great opportunity to join a dynamic team at a growth-minded firm. Location: Boston, MA office location Workplace Model: At the time of this posting, G2 currently operates in a hybrid model with 3-4 days required in the office. These in-office requirements may be adjusted based on the needs of the business. What You'll Do Provide value-added, consistently accurate and timely third-party research on industries, market trends and M&A activity to support G2's industry and product teams Develop high-impact, client-facing presentations summarizing key trends identified through research Build out company profiles based on desktop research and from G2 proprietary information and identify relevant contacts Thoroughly and diligently update CRM databases with buyer, investor, lender, seller, and client information and ensure the accuracy of data inputs Collect, prepare, and sort through documents in PowerPoint, Excel, pdf and Word for reporting and analysis Take diligent notes on internal calls and client meetings Learn and apply basic financial analysis concepts and skills Gain valuable first-hand experience within Investment Banking concepts and exposure to senior-level investment banking team members Manage high-stakes deadlines with grace and poise, delivering top-quality work when it matters most Manage multiple projects simultaneously, staying proactive and organized to meet deadlines and keep every engagement on track What We Look For 1-2 years of experience in investment banking, capital markets, M&A transaction advisory, strategic market research, or other related field Demonstrated understanding of corporate finance fundamentals Strong analytical skills with a desire and interest to learn financial modeling and financial accounting principles Proven experience researching the market to identify companies that fit a given investment strategy or criteria; ability to synthesize data, apply logic to problems, and quickly present a detailed solution Highly resourceful and independent thinker who can use analytical skills to move past roadblocks and advance projects forward Strong expertise in Excel, PowerPoint and CRMs (preferably Salesforce) Demonstrated desire for feedback, continuous improvement and career growth A natural curiosity to understand how and why things work; with a drive to dig deeper and uncover the best solutions A strong sense of accountability and meticulous attention to detail, demonstrated by owning mistakes and seeking help when needed An enthusiastic, proactive, and self-motivated attitude; consistently approaching challenges with determination and optimism to achieve exceptional results A commitment to fostering collaboration by sharing knowledge, resources, ideas, and constructive feedback to build stronger teams A track record of acting with integrity, consistently choosing to do what's right-even when it's difficult or unnoticed Exceptional business acumen including listening, written, and oral communication skills paired with a proven ability to manage up and across diverse stakeholders Demonstrated success in key client-facing roles, building and maintaining strong, productive relationships with both existing and prospective clients What we offer Catered lunch 3 days a week Generous performance bonus program Comprehensive healthcare Unlimited vacation 401K match Professional development opportunities Quarterly peer-recognition awards Team events & outings Branded swag Referral bonus What we value While our team members come from a wide range of backgrounds, we are united by shared core principles. Explore our values here. G2 is unable to offer employment sponsorship for our roles. As such, candidates must have authorization to work in the U.S. to qualify for consideration. All qualified applicants will receive consideration for employment at G2 without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law.

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. Arrowstreet Capital is a Boston-based systematic investment firm that manages global equity portfolios for institutional investors around the world. Arrowstreet Capital is an equal opportunity employment firm that values diversity and inclusion. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, ancestry, gender identity, genetic information, age, sexual orientation, pregnancy, medical condition, disability, veteran or military status, marital status or any other characteristic protected by federal, state, or local law. For more information, please refer to the Know Your Rights poster, as well as the following Pay Transparency statement. 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.

The position of Intern will perform duties relative to their department to assist in achieving the overall goals of the Bank. The role will require some essential functions to be performed independently, however, the incumbent will often be expected to work in a team environment as well. (Summer May - August) Responsibilities * Assist the core banking team to complete daily operational tasks. * Meet with end-users to assist with business and operations requirements and systems goals. * Assist end-users with system issues and provide details and screen prints for submitting issues to the vendor. * Review and analyze the effectiveness and efficiency of the core banking system and develop strategies for improving or further leveraging the system. * Assist in the planning and deployment of new feature and functionality, enhancements and upgrades. * Assist with testing efforts for core banking application. * Assist end-users with completing testing plans and scripts in accordance with bank change control and audit procedures. * Create data-flow diagrams, charts and document system operational procedures to enhance support functions. * Performs a wide variety of tasks depending on the departmental assignment. These functions may encompass providing technical or customer support, administrative responsibilities or other tasks related to the department operations or programs. * Builds understanding of the overall concept of the company, including the brand, customer, product goals, and/or all other aspects of service. * Proactively engages with team and other internal departments to understand business responsibilities and goals. * Provides suggestions to management for improving customer service and internal processes. * Learns and becomes familiar with internal systems and software. * Performs other related duties as assigned. Requirements Education * High School Diploma is required * Students entering their Junior or Senior year of college Additional Requirements * Strong analytical and computer skills * Ability to effectively communicate both verbally and in writing * Must maintain confidentiality and professionalism at all times * Previous employment experience in a bank, accounting or finance environment is preferred * Strong customer service skills and experience preferred * Must have cyber security awareness to protect the digital environment, the Bank, and customers * Candidates for this position must be authorized to work in the United States on a full time basis for any employer without restriction * Visa Sponsorship will not be provided for this position Middlesex Savings Bank is an EO/AA Employer: Min/Fem/Vet/Disabled

Level: Undergrad Intern NEPC is seeking a motivated intern to join the consulting team and contribute to the development of our on-line Enterprise Risk Model (SKYAN). This internship offers a unique opportunity to be involved in a high-impact project aimed at enhancing a platform that has been a key tool in driving growth and client engagement within our Healthcare division. The primary focus of this role will be on peer analysis, a critical upgrade that will allow clients to compare their financial and investment metrics against peers and assess the impact of strategic financial changes. The intern will play a key role in scoping this project, defining inputs and outputs, and evaluating potential legal and technical considerations. This is an exciting opportunity to be part of an innovative project that has already played a pivotal role in driving new business. If you're eager to apply your analytical skills in a real-world setting and contribute to a game-changing platform, we encourage you to apply! Key Responsibilities: Research and develop the framework for integrating peer comparisons into our Enterprise Risk Model. Assist in designing graphical representations of key financial metrics to enhance data visualization. Engage with clients and consultants to understand their needs and expectations for peer analysis and financial benchmarking. Collaborate with NEPC teams (Portfolio Construction, IT, Healthcare) to outline technical feasibility and implementation strategies Assess the cost implications and contribute to budget planning for the next fiscal year. Analyze industry trends and feedback to ensure the upgrade aligns with market demands. Qualifications: We are looking for a student who is pursuing a Bachelor's Degree in Finance, Economics, Business Analytics, Data Science, or a related field. The ideal candidate should possess strong research and analytical skills as well as proficiency in Excel. Somebody with exceptional communication skills for engaging with clients and internal teams strongly preferred. The ability to work independently while collaborating effectively with the team is a must. Company Background: NEPC, LLC is a full-service investment consulting firm based in Boston, Massachusetts. NEPC was founded in 1986 and now has approximately 375 employees and over 425 clients. We provide a variety of consulting services such as asset allocation, performance measurement, policy formulation, investment manager research, and discretionary portfolio management. Our clients include defined benefit, defined contribution, endowments, foundations, trusts, public, corporate, Taft-Hartley, health & welfare, high net worth, insurance, and private plans. NEPC's mission is to help our clients build successful investment programs, using diverse and proven strategies to enhance returns while minimizing risk. We're a fun (but demanding) company with excellent working conditions and a very supportive team-oriented environment. NEPC is an Affirmative Action/Equal Opportunity Employer (March 2025)

Here at Kelonia Therapeutics, we aren't just a preclinical company; we're trailblazers in viral engineering, pushing the boundaries of in vivo lentiviral gene and cell therapy. We're not just a team; we're dreamers on a mission to bring the promise of cell and gene therapy to every patient in need. At Kelonia, we've gathered a group of pioneers in cell and gene therapy to lead our journey, with extraordinary scientific founders at the helm, providing the cutting-edge technology that sets us apart. We're not just building a company; we're cultivating a culture-one that values both skill and care. Are you ready to be a part of our remarkable journey? Perhaps no current postings match your background? Maybe not the right time for you? Submit your resume! We're always looking for exceptional people to join our growing team. If we introduce a role that matches your background, we will be in touch! At Kelonia, we are dedicated to promoting a healthy work-life balance, and our benefits are designed to reflect that commitment. Alongside Flexible Time Off (FTO), we offer a flexible scheduling environment that empowers employees to work in a way that aligns with both their needs and our company's objectives. We also provide a team-focused environment with a competitive benefits package, including health, dental, commuter benefits, and more. At Kelonia, we foster a collaborative and inclusive workplace where you can join a small team that values both talent development and achieving company goals. Kelonia Therapeutics is an equal opportunity employer. We do not discriminate on the basis of race, color, gender, gender identity, sexual orientation, age, religion, national or ethnic origin, disability, protected veteran status or any other basis protected by applicable law. Kelonia does not accept unsolicited resumes from any source other than directly from candidates. Job Type: Full-time Location: Boston, MA

Title: Investment Internship - Bali-Based ⏳ Duration: 6 Months (Full-Time Internship) 🚀 Visa & Accommodation Support Provided Gain Real-World Investment Experience in a Global Impact Company EX Venture is leading the way in clean energy and sustainability with cutting-edge technology solutions. Located in the dynamic entrepreneurial hub of Canggu, Bali, we are looking for a driven and analytical Investment Intern to join our team. This internship offers a hands-on experience in financial analysis, market research, and investment strategy, giving you the opportunity to work directly with real-world impact-driven investments in the sustainability sector. If you're passionate about finance, sustainability, and global business, this is the perfect opportunity to develop your skills in a high-growth environment. Your Role - What You'll Be Doing Financial Analysis & Investment Research Analyze financial data to assess investment opportunities in clean energy and sustainability. Prepare detailed reports and presentations that provide insights and recommendations for investors. Assist in developing investment strategies that align with EX Venture's mission and business goals. Market & Trend Analysis Research emerging trends and market opportunities in clean energy and impact investing. Support the team in identifying high-growth investment prospects and forecasting financial performance. Portfolio & Investment Support Contribute to the management and analysis of EX Venture's investment portfolio. Collaborate with the team to evaluate financial performance and optimize investment decisions. Who You Are Fluent in English (a must) with strong communication and analytical skills. Educational background in Finance, Economics, Business, or related fields. Passion for sustainable investing, clean energy, and financial analysis. Strong research and data interpretation skills with a keen eye for detail. Familiar with financial modeling, market analysis, or investment strategies. Why Join EX Venture? Live & Work in Bali: Experience a unique international opportunity in one of the world's most vibrant entrepreneurial communities. Hands-On Learning: Gain real-world investment experience in impact-driven finance. Global Network: Connect with top industry leaders, investors, and sustainability innovators. Professional Development: Receive mentorship and training from experienced professionals. Career Growth Potential: This internship can lead to long-term career opportunities based on performance. Support & Benefits Visa Support: Assistance with your visa application and reimbursement after two months. Fully Provided Accommodation: Comfortable housing included for the entire internship period. Workspace Access: Work from Thrive Hostel's coworking space, a hub for creatives & entrepreneurs. Learning & Development: Free access to Ex Venture Academy courses to enhance your skills. Erasmus: We assist European students in securing Erasmus for the internship. 💰 Please note: This is an unpaid internship, but with potential for long-term career growth. How to Apply 📩 Send your CV & Cover Letter (in English) with the subject line: "Investment Internship - Bali Application" Applications are open now-secure your spot today

Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions. With a strong financial foundation and risk and investment management expertise, the company delivers tailored solutions to create more secure financial futures. The company's performance has been driven by its culture and core values focused on integrity, teamwork, and the importance of building long-term client relationships. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm. Through its relationship, the company leverages KKR's investment capabilities, scale and access to capital markets to enhance the value it offers clients. KKR's parent company is KKR & Co. Inc. (NYSE: KKR). Watch the Global Atlantic & KKR Partnership Story Greenhouse is our scheduling tool, and we communicate through their systems. At times, your email may block our communications. Please be sure to check your SPAM so that you do not miss critical information about our process, including scheduling. PRINCIPAL DUTIES & RESPONSIBILITIES Responsibilities may include, but are not limited to: Research and review price movements and variances across various investments Communicate with external pricing vendors to challenge prices and share relevant market information Review/audit valuation model inputs and assumptions for private assets Communicate with valuation specialists, provide feedback and commentary on their reports Compile data from various sources and prepare summarized calculations Prepare quarterly Valuation Committee materials 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 Perform frequent ad hoc analysis and assist with special projects, as requested REQUIREMENTS Candidate qualifications are: Bachelor's degree in finance or accounting Detail oriented with a continuous improvement mindset and eagerness to learn Strong analytical skills and interpersonal skills Strong documentation skills Ability to communicate issues in verbal and written form, and work on resolution with the supervision of other team members Excellent computer skills, including MS Excel, Word, and PowerPoint Knowledge of market data services like Bloomberg and other financial tools preferred Interest in pursuing CFA designation preferred This position is not eligible for visa candidates now or in the future. #LI-AG1 TOTAL REWARDS STATEMENT Global Atlantic's total rewards package is reflective of our corporate values, particularly diversity, excellence and innovation, with a focus on inclusion, pay equity, and flexibility. We are proud to support you during your internship with a 401k match program with immediate vesting (with the exception of Bermuda), competitive compensation, and a stipend to support your experience. Over the 10 weeks you will be immersed in an inclusive environment with opportunities to participate in: Days of Inclusion DE&I Challenge National Intern Day Celebration Weekly Business Overviews and fireside chats with leaders Social events and more! Global Atlantic is committed to creating an inclusive environment where everyone can meaningfully contribute to our success. We are proud to be an equal opportunity employer, and we do not discriminate in employment on any basis that is prohibited by federal, state or local laws. More than that, we strive to be inclusive of all backgrounds and experiences, which we feel gives us a competitive advantage in the market and within our firm. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status. Find out more about GA's commitment to creating a culture of belonging: DE&I and Strategic Pillars Employees who require an accommodation to perform the essential functions of their job will participate in an interactive process which may include providing documentation. If you require an accommodation during the hiring process or after you are hired for any protected status under the ADA, please email *****************. Discover more about Global Atlantic below: Read the 2023 Corporate Responsibility Report Explore the GA Careers Video Channel Follow Global Atlantic on LinkedIn View Global Atlantic's Privacy Statement Our employees are in the office 4 - 5 days per week in Hudson Yards, NY and 3-4 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.

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 such as eBay and Teach For America leverage RippleMatch to build diverse, 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.

JOB REQUIREMENTS * Ability to work independently with some guidance from team members * Flexibility to work on different projects and tasks as needed * Ability to work within a team and foster effective inter-departmental partnerships * Prioritize work product in order to meet varying deadlines * Curiosity and willingness to learn new things and take on new tasks * Highly motivated and can handle multiple tasks * Demonstrate and promote high ethical standards and behaviors * Strong customer service and problem-solving skills * Maintain a professional manner at all times * Excellent written and verbal communication skills * Strong analytical and writing skills * Strong presentation skills * Ability and willingness to travel locally as needed * Adapts to change and ability to manage fast paced environment * Strong computer and technical skills * Ability to adhere to Needham Bank's Core Values (Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing) EDUCATION & EXPERIENCE * Pursuit of Bachelor's and/or Graduate degree in Business, Finance or related field * Entry level knowledge of business environment * Interest in Banking preferred WORKING CONDITIONS/PHYSICAL DEMANDS * Normal business office environment At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles. Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity. Job Summary: This full-time, temporary Intern will support the Specialized Banking Team at Needham Bank - Medford. The SBC Intern will be introduced to our procedures for customer identification, onboarding and relationship management to promote vertical and horizontal portfolio growth and profitability for the SBC. The Intern will work closely with the SBC Team on daily tasks and will focus on several projects to assist the SBC Business Development and Compliance and Operations Teams to create efficiencies and enhance operational integrity. ESSENTIAL DUTIES & RESPONSIBILITIES * Partner with SBC Business Development and SBC Compliance and Operations on key projects to promote efficiencies, program growth, client experience and compliance readiness * Partner with SBC Business Development Team in leveraging available public resources to identify and connect with prospects * Participate in introductory conversations with prospects and relationship review conversations with existing clients to promote client experience, compliance and profitability * Introductory education within, but not limited to, the scope of emerging market banking, Cannabis and Money Service Businesses regulatory, compliance, legal and lending arenas and work with team members to communicate with clients on a variety of topics * Perform additional duties as requested, needed or assigned

CAREERS THAT CHANGE THE WORLD OUR CULTURE Cambridge Associates believes culture is central to your success and ours. Here, we celebrate the individual while we support global connectivity. At CA, collaboration wins, kindness matters, and your success is our priority. OUR CLIENTS Cambridge Associates believes our clients come first. Our clients are the most compelling endowments, foundations, pensions, private clients and institutional investors around the globe. We lock arms with them to meet and exceed their investment objectives, so they can change the world. OUR PEOPLE Cambridge Associates believes we do our best when you do your best. But enough about us. Tell us about YOU o Are you a bold individual seeking an opportunity to contribute to a value-based, collaborative environment in some of the most exciting cities around the globe? o Do you strive to work in an environment that encourages innovation and teamwork? o Are you a thought leader who cares about making a difference in the world while contributing to an amazing culture? o Do you value a challenging professional opportunity where you can leverage your skills, gain a valuable foundational in finance and investment, and build a long-term career development plan? o Are you seeking a competitive salary a robust and comprehensive benefits program, and a variety of attractive benefits and perks? THE OPPORTUNITY Cambridge Associates (CA) is looking for a Summer Intern for its Investment Systems Support department located in Boston, MA/Arlington, VA. Candidate must be actively enrolled in an undergraduate program at an accredited College or University or have an equivalent work background. The Summer Intern on the Investment Systems Support team will play a key role in delivering world-class support and service to CA's institutional investor clients and internal staff users. Day-to-day tasks tend to be dynamic and are heavily focused on helping clients use and understand the products. The Intern must be comfortable and able to thrive in an environment that requires autonomy, and where unique challenges arise frequently. To be successful in the role, the Intern must have excellent communication and problem-solving skills, demonstrate attention to detail and the ability to turnaround requests expeditiously while fully embracing customer service excellence. Interns are expected to work 40 hours per week during the summer (June-August). Interns will be competitively compensated. The individual is expected to be onsite 1 or 2 days each week in the Boston or Arlington office. Most work will be completed independently. Interns will gain knowledge of how an Information Technology Department supports a financial services firm by providing tier 1 application support and working closely with internal teams on IT projects. RESPONSIBILITIES * Deliver first class customer service to our institutional investor clients and global internal staff users. * Support clients and internal users, serving as an expert on the CA's Investment Systems product line and functionality. * Address or triage user questions. * Provide platform demonstrations to clients and CA staff users. * Prepare customized quarterly benchmark analysis for subscribing clients. * Replicate software issues to diagnose and resolve incidents quickly. * Work closely with CA colleagues to onboard and set up new platform users. * Efficiently manage multiple inquiries simultaneously while maintaining a high quality of service to our users. * Act as a conduit for feedback from CA staff. QUALIFICATIONS * Candidate must be actively enrolled in an undergraduate program at an accredited College or University * Highly detail-oriented, with the ability to maintain a high standard of accuracy * Analytical problem-solver * Proficiency in Excel and comfort with data manipulation and interpretation * Strong desire to serve users and resolve questions in a timely and efficient manner * Excellent written/verbal communication, interpersonal, and organizational skills * Self-starter, and ability to work independently in a dynamic environment * Private investments experience a plus, but not necessary Want to learn more? Click HERE to learn more about how Cambridge Associates lives our firm values every day. (********************************************************** Click HERE to learn more about our commitment to Corporate Social Responsibility. (****************************************************************************** EQUAL OPPORTUNITY EMPLOYMENT The firm is committed to the concept and practice of equal employment opportunity, and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.