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Investment Banker Jobs in Tewksbury, MA

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  • Legal Affairs Associate (Paralegal) - Investment Management

    Lawson Chase

    Investment Banker Job 21 miles from Tewksbury

    A leading private investment firm is seeking a Document Control Associate to join its Boston office. The Document Control Team is responsible for accessing and processing issuer and bank information in support of all investment deals. In addition to accessing the information, the team is responsible for the timely processing and distribution of all information to internal analysts and portfolio managers. Finally the function is one of the primary sources of information for the firm restricted lists. Key Responsibilities Determining the public or private status of an issuer and assisting with updates and changes. Receiving and supplying notice of bank loan deal opportunities to Investment Staff. Manage deal site access status and restrictions. Coordinate legal reviews of key documents. Accurately communicating issuer information to Investment Staff and Trading Desk. Updating bank loan, credit agreement and amendment reports. Tracking deals from meeting to close dates for the Trading Desk (Pipeline Report). Process Confidentiality Agreements for potentials deals. Organizing and completing deal amendments, prepayments and waivers. Creating and updating iManage information pages. Research into company/issuer affiliations. Coordinate and process amendments to credit agreements and corporate actions Works closely with Investment Staff, Trading Desk and Legal Team. Liaise with Legal Team and Trade Closers to assist with the Know Your Customer (KYC) process. Skills, Knowledge & Experience Technical & Compliance 0 to 2 years of experience required. Previous work experience in specific compliance functions, including: Control Room; Ethical Walls; or related functions a plus. Prefer experience from an investment bank or investment management firm. Proficiency in Microsoft Office products (Access, Excel, Outlook, Word). General Detail-oriented, conscientious and energetic professional with ability to think creatively. Dedicated team player with a strong sense of ownership and follow-through skills. Ability to prioritize responsibilities and work under deadlines. Ability to read and classify complex legal documents. Capacity to handle highly confidential and sensitive information. Knowledge of fixed income and credit markets is a plus. Strong interpersonal skills with capacity to interact with outside parties and personnel across all levels of the firm. Strong problem-solving skills. Undergraduate degree required.
    $90k-154k yearly est. 18d ago
  • Associate - Secondary Investing

    Opus Advisors

    Investment Banker Job 21 miles from Tewksbury

    Title: Associate - Secondary Investing Qualifications: Ideal candidates will have a minimum of 2-3 years of investment banking or related finance experience or sit within a “private funds & secondaries” group. Secondary Investing's Massive Growth: In 2013, the secondaries market generated $10B in deal volume. In 2024, secondaries deal grew to $145B (yes, you read that correctly!) It is expected to hit $1T in 15 yrs., equating to 5-10% of total transaction volume in investing. Our Client: With $138B+ in AUM and 42+ years of experience, our client is one of the world's most revered independent, global private markets investment specialists. Their global platform offers clients investment opportunities through primary fund investments, secondary investments, and direct co-investments in comingled funds or separately managed accounts. The Firm has more than 1200 employees, including more than 245+ investment professionals in 14 global offices. Over the past 42 years, more than 500 institutional investors have committed over $155 billion to funds managed by our client across global primary, secondary, direct co-investments, infrastructure and real assets, and private credit. About the Secondary Investment Team: Our client's secondary investment team has been a pioneer and leader in the secondary market since making its first investment in 1986. The team recently closed the third largest secondaries fund ever raised with $15.1B (at hard cap) for their oversubscribed Dover Street XI fund combined with a further $3.4B for secondary co-investment opportunities. There are over 50 members on the team today. They are widely considered a leader in the complex end of the secondary market, including the rapidly expanding GP-led market where the team is actively leading and structuring some of the largest transactions in the market today. This GP-led segment grew from just $5B of volume in 2013 to $59B in 2024. Once a small subset of the overall secondary market, GP-led deals have soared to account for approximately half of all the secondary deal volume since 2020. Culture: The firm enjoys an extremely special culture! Despite its large global size, it is a flat organization with an easy-going and accessible senior team. It is employee-owned and the leadership provides top level transparency/ updates on a quarterly basis. Throughout the pandemic, senior personnel had monthly check-ins with each person on the team to see how they are doing personally. Today the team enjoys lunch, happy hours, and team offsites together. The analytics are equally as rigorous in this role, but the aura is less intense than regular PE and seldom work on weekends. Role: Responsibilities will include evaluating and transacting on private equity investment opportunities in the secondary private equity market. The Associate will gain exposure to all types of secondary transactions with a particular emphasis on complex secondary opportunities including GP-led secondary transactions (both single and multi-asset); secondary direct transactions involving the purchase of portfolios of direct company interests; and structured liquidity solutions. As an industry generalist, the Associate will be responsible for evaluating companies across a variety of industries, including but not limited to, Consumer and Retail, Healthcare, Financial Institutions, Industrials, Technology, Media, and Telecommunications. The principal functions include investment analysis, due diligence, and assisting in the legal documentation and closing process. All live deals; no pitching or portco responsibility. One can easily expect to close 3-4+ deals per year! If interested in this opportunity, please reply with a copy of your resume.
    $90k-154k yearly est. 2d ago
  • Investment Associate

    Navitas Resourcing Group

    Investment Banker Job 21 miles from Tewksbury

    Investment Banking Associate About the Role My client is seeking an Investment Banking Associate focused on renewable energy, power or infrastructure. This role is ideal for candidates with a background in investment banking looking to transition into a developer role. The selected candidate will support transactions and strategic growth initiatives within capital markets, M&A, and project finance. Key Responsibilities Conduct financial modeling, valuation analysis, and due diligence for renewable energy investments. Assist in structuring and executing project finance transactions, tax equity investments, and mergers & acquisitions. Develop presentations and investment memos for senior management and stakeholders. Support deal execution, including negotiations, documentation, and closing activities. Monitor industry trends, market conditions, and regulatory developments affecting renewable energy finance. Collaborate with internal teams, investors, and external financial institutions to optimize capital structures and funding strategies. Qualifications & Experience 2-5 years of investment banking experience, with at least one year focused on energy, power, or infrastructure. Strong financial modeling and analytical skills, with experience in project finance or tax equity preferred. Excellent communication and presentation abilities. Compensation $115,000 - $130,000, with promotion potential to Manager within 1 year Target bonus of 20-25% of base salary.
    $115k-130k yearly 9d ago
  • Investment Banking Analyst - Boston

    Equiturn

    Investment Banker Job 21 miles from Tewksbury

    Job description: Investment Banking Analyst Job Overview: We are seeking motivated, detail-oriented individuals to join our expanding Boston Investment Banking team as Analysts. As an integral team member, you will support the execution of M&A transactions, capital sourcing, and our clients' strategic initiatives. This role offers the chance to work with a high-caliber team in a dynamic, collaborative environment, gaining hands-on experience and unmatched responsibility in middle-market investment banking and capital markets. Selected candidates will participate in Equiturn's growth journey, benefiting from unique exposure, upward mobility, and direct involvement within a lean, entrepreneurial team with a lively culture. Tasks and Responsibilities: Transaction Support: Assist senior team members with managing all stages of the transaction process, including due diligence, financial modeling, valuation analysis, and preparation of materials such as pitch decks and information memoranda. Financial Modeling and Analysis: Build and maintain detailed financial models to support valuation, sensitivity analyses, and scenario planning for M&A and capital-raising initiatives. Research and Market Analysis: Conduct in-depth market, industry, and company research to identify trends, assess competitive landscapes, and support strategic recommendations for clients. Deal Sourcing and Pipeline Management: Support the team in identifying and evaluating acquisition opportunities, maintaining an active deal pipeline, and fostering relationships with target companies. Deliverable Preparation: Draft, review, and refine contracts, letters, memoranda, reports, and other materials to effectively communicate Equiturn's work to internal and external stakeholders. Client Interaction: Participate in client meetings, calls, and presentations to discuss financial analysis, deal structures, and strategic alternatives, representing the firm with professionalism and credibility. Cross-functional Collaboration: Work closely with other team members across functions, contributing to internal process improvements, knowledge sharing, and team development. Leadership: Provide mentoring and coaching to the next wave of interns and analysts that may join our ranks in the future. Qualifications: Bachelor's degree in finance, economics, or a related field 0 to 1 year of relevant experience Strong attention to detail and analytical mindset Previous investment banking, private equity, or capital markets experience Proficiency in financial analysis, modeling, and valuation techniques such as Discounted Cash Flows Analysis Proficiency in Microsoft Excel and PowerPoint Excellent written and verbal communication skills, with the ability to present complex ideas clearly and succinctly Demonstrated ability to work effectively in a team environment and collaborate on cross-functional projects Proactive and adaptable, with the ability to handle multiple priorities and meet deadlines in a fast-paced environment Application Process: To be considered for this position, please submit a cover letter and resume to ******************* The base salary for this role is expected to be between $75,000 and $105,000 per year at the commencement of employment. However, base pay, if hired, will be determined on an individualized basis and is only a part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other company-sponsored benefit programs. Equiturn's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Equiturn is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). About Equiturn: Founded in 2018 in Fort Lauderdale, Florida, Equiturn is a middle-market investment bank that has experienced significant growth, expanding its presence with offices in Miami, Boston, and New York. Equiturn offers three core services: Mergers & Acquisitions (M&A), Capital Markets, and Growth Management Consulting (GMC). These services create a comprehensive, closed-loop system that allows clients achieve their growth objectives without having to leave the Equiturn umbrella. While Equiturn's services are available as standalone offerings, they are often utilized in concert. No matter the stage of a company's life cycle, Equiturn provides tailored solutions to guide them toward their goals. At its core, Equiturn is driven by a people- and client-centric approach, focusing on long-term relationships and personalized, impactful solutions. By fostering collaboration and emphasizing individual service, Equiturn empowers clients to realize their growth ambitions beyond what they may have even thought possible.
    $75k-105k yearly 3d ago
  • Investment Banking Associate

    Emerald Resource Group

    Investment Banker Job 21 miles from Tewksbury

    If you're after an 80+ hour grind, this isn't the job for you. But if you have a strong work ethic and appreciate a role that lets you excel while still enjoying life, keep reading! Investment Banking Associate Responsibilities: As an Associate, you'll be apart of transactions from cradle to grave. This role offers high deal velocity, small transaction teams, and direct client interaction, allowing you to gain hands-on experience and learn at an accelerated pace. Specific responsibilities include: Pitch presentations, financial analysis, and modeling Client due diligence Drafting information memoranda and other transaction-related documentation Managing closing due diligence and post-LOI negotiations Supporting business development efforts Investment Banking Associate Requirements: At least two years of experience in investment banking, corporate development, or transactional advisory services (CPA or consulting firm experience is welcome) Strong work ethic, attention to detail, and proven process management skills Comfortable working in both team and self-directed settings Ability to thrive in a fast-paced, dynamic environment Strong written communication skills What Sets Successful Associates Apart: The best Associates are sharp, inquisitive, and driven to tackle new challenges. They have the determination to see projects through and the curiosity to keep learning and growing. This is an excellent opportunity to elevate your investment banking career with a firm that truly values its people. If you think you're a fit for this opportunity, send me an email as well, give me a call - the best candidates will do both! **************************** ************
    $84k-127k yearly est. 3d ago
  • Investment Banking Associate - Technology M&A

    Add Talent 3.9company rating

    Investment Banker Job 21 miles from Tewksbury

    We are looking to recruit an Investment Banking Associate - Technology M&A. Our client is a boutique investment bank specializing in mergers and acquisitions (M&A) within the technology sector. They pride themselves in deep industry knowledge and personalized service, helping clients navigate complex transactions and achieve their strategic goals. As they expand their team, they are seeking a driven and talented Investment Banking Associate to join their dynamic firm. What You Can Expect Location - Boston, MA Work Type - Full time As an Investment Banking Associate, you will play a critical role in executing M&A transactions, conducting financial analysis, and providing strategic advisory services to our clients in the technology industry. You will work closely with senior bankers and collaborate with clients to deliver high-quality outcomes. Key Responsibilities as an Investment Banking Associate - Technology M&A Assist in the execution of M&A transactions from initiation to closing, including due diligence, financial modeling, and valuation analysis. Prepare detailed pitch books, offering memorandums, and other marketing materials for client presentations. Conduct market research and industry analysis to identify trends, opportunities, and competitive positioning. Collaborate with team members to develop and present strategic recommendations to clients. Manage and mentor analysts, providing guidance on their work and professional development. Liaise with external stakeholders, including legal, financial, and operational advisors, to ensure smooth transaction processes. Maintain up-to-date knowledge of industry developments and competitor activity. Essential Experience, Qualifications, and Skills Bachelor's degree in Finance, Economics, Business, or a related field; MBA or relevant advanced degree is a plus. 2-4 years of experience in investment banking, private equity, or a related field, with a focus on technology M&A preferred. Strong financial modeling, valuation, and analytical skills. Excellent written and verbal communication skills, with the ability to convey complex information clearly and persuasively. Detail-oriented, organized, and able to manage multiple projects under tight deadlines. Strong interpersonal skills and the ability to work collaboratively in a team environment. Proficiency in Microsoft Excel and PowerPoint; experience with financial databases is a plus. Why Apply? Amazing company to work for! Competitive compensation package, including performance-based bonuses. A unique opportunity to work in a fast-paced, entrepreneurial environment. Exposure to high-profile transactions and clients in the technology sector. Opportunities for professional growth and career advancement within a supportive team culture. For further information on this Investment Banking Associate - Technology M&A role apply below If you are passionate about technology and investment banking and want to be part of a dedicated team making a significant impact in the industry, we encourage you to apply! Please submit your resume and a cover letter to ************************* Add Talent is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
    $101k-145k yearly est. 11d ago
  • Investment Banking Tech Associate

    Selby Jennings

    Investment Banker Job 21 miles from Tewksbury

    Job Description: Our client is a leading Investment Bank that specializes in the technology and software sector. They are looking for strong and dynamic Investment Banking Associates to join their team. The Associate will play a critical role in executing M&A transactions within the technology and SaaS sectors. This position involves managing deal processes, conducting financial analyses, and supporting senior bankers in client engagements a critical role in Key Responsibilities: Deal Execution: Lead the execution of M&A transactions, including managing deal processes, conducting due diligence, and preparing transaction documents. Financial Analysis: Perform detailed financial analysis and modeling to support M&A transactions, including valuations, forecasts, and market assessments. Client Interaction: Build and maintain strong relationships with clients, providing strategic advice and addressing their needs throughout the transaction process. Market Research: Conduct industry and company research to identify trends, opportunities, and potential acquisition targets within the tech/SaaS sectors. Presentation Preparation: Prepare and deliver presentations, pitch books, and other marketing materials to clients and potential investors. Team Collaboration: Work closely with senior bankers and other team members to ensure seamless execution of transactions and high-quality client service. Qualifications: Education: Bachelor's degree in Finance, Economics, Business, or a related field; MBA or other advanced degree preferred. Experience: Minimum of 3-5 years of experience in investment banking, with a focus on the technology and SaaS sectors. Skills: Strong analytical and quantitative skills, proficiency in financial modeling and valuation techniques, and excellent written and verbal communication skills. Knowledge: In-depth understanding of the tech/SaaS industry, market trends, and transaction processes. Certifications: Relevant certifications such as CFA or Series 7/63 licenses are a plus. Benefits: Competitive salary and performance-based bonuses. Comprehensive benefits package, including health, dental, and vision insurance. Opportunities for professional development and career advancement within a dynamic and growing firm. Work and live in the thriving city of Boston! Apply now if interested!
    $84k-127k yearly est. 3d ago
  • Financial Representative

    Modern Woodmen of America 4.5company rating

    Investment Banker Job 29 miles from Tewksbury

    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
    $35k-53k yearly est. 17d ago
  • Financial Representative Trainee (Sales)--Boston, MA

    Mutual of Omaha 4.7company rating

    Investment Banker Job 16 miles from Tewksbury

    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. Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match. Regular associates working 40 hours a week can earn up to 15 days of vacation each year. Regular associates receive 11 paid holidays in 2025, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion. Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2025, which is prorated based on the start date. 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 Group Benefits Enrollment Counselor - Philadelphia Pennsylvania | 503634 Financial Representative Trainee (Sales) - Dallas, TX Texas | 503423 Financial Representative Trainee (Sales)- Guaynabo, Puerto Rico Puerto Rico | 503248
    $36k yearly 3d ago
  • Financial Services Representative

    The Moody Street Group, LLC

    Investment Banker Job 21 miles from Tewksbury

    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.
    $25k-47k yearly est. 8d ago
  • Relationship Banker - Worcester Gold Star Branch

    Jpmorgan Chase & Co 4.8company rating

    Investment Banker Job 38 miles from Tewksbury

    JOB DESCRIPTION You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements 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: ********************************************************************* ABOUT US Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans ABOUT THE TEAM Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
    $32k-50k yearly est. 60d+ ago
  • Finance Associate

    Atlantic Group 4.3company rating

    Investment Banker Job 21 miles from Tewksbury

    In this role you will gain exposure to financial processes and network with professionals to kick start your career. Responsibilities Communicating professionally and constructively to effectively resolve issues in order to minimize risk and exposure Contributing to Division or Firm process improvement activities. Balancing and reconciling of positions related to corporate action activity. Reconciliation of receivables and payables to ensure accurate client cash projections. Communication of uninstructed positions via phone call to clients. Communicate as part of a team to ensure superior client service. Participate in client presentations or calls. Identify problem items. Monitors and resolves any failed trades, cash movements, collateral settlements or corporate actions. Matches or identifies discrepancies of client's trade economic details as compared to the client's counterparty instruction. Qualifications BS/BA degree in Finance, Accounting, or relevant field Ability to communicate professionally with others in a team setting An aptitude for analytical thinking Self-Starter, proactive, and objective oriented
    $31k-51k yearly est. 15d ago
  • General Applications to our Sell-Side Investment Banking Talent Pool

    G2 Capital Advisors 3.8company rating

    Investment Banker Job 21 miles from Tewksbury

    G2 Capital Advisors (************** is a multi-product and sector-focused investment bank and restructuring firm. G2 was formed on the premise that lower middle market advisory firms could do more to help clients navigate operational or financial challenges and the complexity of M&A or capital markets transactions. G2 is not your typical investment bank or restructuring firm: we are a group of former business operators with unique industry experience and financial advisory bankers who help our clients achieve their strategic and financial goals. We are always searching for entrepreneurial, talented, driven, and intellectually curious team members to join our team in achieving success for our clients. Our services span the following key areas: Sell-Side Advisory, Buy-Side Advisory, Capital Markets, and Restructuring. We're always seeking exceptional talent to join our fast-paced, growth-driven team. If you're passionate about driving success in investment banking or restructuring and don't see the right opportunity listed, please send us your resume. We'll keep your information on file and reach out when a suitable role opens up! Please note, applicants must be authorized to work in the U.S. on a full-time basis. G2 Capital Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.
    $172k-273k yearly est. 60d+ ago
  • Equity Trader

    WMC Wellington Management Company LLP

    Investment Banker Job 21 miles from Tewksbury

    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).
    $72k-122k yearly est. 60d+ ago
  • Investment Services Intern, Summer 2025

    Arrowstreetcapital 4.0company rating

    Investment Banker Job 21 miles from Tewksbury

    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.
    $105k-158k yearly est. 12d ago
  • Interested in a future role at Kelonia? Submit your resume!

    Kelonia Therapeutics

    Investment Banker Job 21 miles from Tewksbury

    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
    $75k-128k yearly est. 60d+ ago
  • Interested in a future role at Kelonia? Submit your resume!

    Keloniatx

    Investment Banker Job 21 miles from Tewksbury

    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
    $75k-128k yearly est. 13d ago
  • Investment Strategist Intern, application via RippleMatch

    Ripplematch 3.9company rating

    Investment Banker Job 21 miles from Tewksbury

    This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. 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.
    $81k-131k yearly est. 5d ago
  • Investment Strategist Intern, application via RippleMatch

    Ripplematchinterns

    Investment Banker Job 21 miles from Tewksbury

    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.
    $50k-88k yearly est. 12d ago
  • 2025 Investment Banking Summer Analyst - Boston

    Equiturn

    Investment Banker Job 21 miles from Tewksbury

    Job title: Investment Banking Summer Analyst Commitment: 20 hours per week (At least 8 hours in-person) Equiturn, a middle-market investment bank, is offering an Investment Banking Summer Internship Program for undergraduate students ready to immerse themselves in the intensity of Investment Banking. This program is designed to challenge and refine your skills through unparalleled exposure to live high-profile transactions especially in M&A and Capital Markets. Only a subset of our most exceptional interns will be offered a paid Junior Analyst position to continue beyond summer. What Sets This Program Apart: High-level of Live Deal Engagement: Work directly with seasoned investment bankers on live transactions across industries, from initial pitch to deal closure. Expect to engage in complex financial analysis, target sourcing, client meetings, and complex financial strategies shaping the corporate landscape. Collaborative, hands-on environment: Equiturn is a small, boutique, yet collaborative team which offers opportunities for hands-on engagement with significant responsibilities despite being an intern. Client Exposure: Gain real-world client experience by observing senior bankers, participating in client calls, and contributing to deal negotiations and closings. You will learn how to deliver value and navigate the pressures of high-stakes client engagements. Pathway to a Career: The top-performing interns will be offered a paid Junior Analyst position at Equiturn, launching their careers in one of the most competitive fields in finance. Successful Junior Analysts can see a full-time return offer before their graduation. Tasks and Responsibilities: M&A: Perform valuation analysis on acquisition targets using various financial models to ensure a comprehensive understanding of the company's financial value and health. Conduct meticulous acquisition target search and analysis to present hyper-fit acquisition targets Evaluate the operational performance of potential acquisition targets and identify potential post-acquisition synergies. Participate in due diligence by preparing question lists, organizing materials, and conducting financial, operational, and legal diligence analyses. Capital Markets: Aid clients in securing capital for business development, acquisitions, and other financial needs. Conduct research and internal database examination to identify fitting capital providers to approach for a capital sourcing project. Prepare targeted outreach materials, including emails, teasers, information memorandums, and data rooms, to effectively market the transaction to potential financiers. Draft responses to financier questions, participate in pitches, and support the closure. Business Development: Using web tools, search engines, and other methods, identify companies and industries with high potential for M&A activity and capital needs. Conduct outreach directly to the executives of companies that have been identified as having potential demand for Equiturn's M&A and/or Capital service offerings. Qualifications: A minimum cumulative GPA of 3.5 Strong attention to detail and ability to multitask Excellent research and analytical skills Strong written and verbal communication Proficiency in Microsoft Excel and Powerpoint or Canva Demonstrated passion in finance and investment banking Previous finance or IB-related experience is preferred Application Process: Applications will be reviewed on a rolling basis and we strongly encourage you to apply as soon as your resume is ready. After receiving your application, you will be contacted by the recruitment team and asked to complete a take-home case study. Upon completion, you will have 2 rounds of interviews if selected to move forward. About Equiturn: Founded in 2018 in Fort Lauderdale, Florida, Equiturn is a middle-market investment bank that has experienced significant growth, expanding its presence with offices in Miami and Boston. Equiturn offers three core services: Mergers & Acquisitions (M&A), Capital Markets, and Growth Management Consulting (GMC). These services create a comprehensive, closed-loop system that allows clients achieve their growth objectives under the Equiturn umbrella. While Equiturn's services are available as standalone offerings, they are often utilized in concert. No matter the stage of a company's life cycle, Equiturn provides tailored solutions to guide them toward their goals. At its core, Equiturn is driven by a people- and client-centric approach, focusing on long-term relationships and personalized, impactful solutions. By fostering collaboration and emphasizing individual service, Equiturn empowers clients to realize their growth ambitions beyond what they may have even thought possible.
    $65k-103k yearly est. 6d ago

Learn More About Investment Banker Jobs

How much does an Investment Banker earn in Tewksbury, MA?

The average investment banker in Tewksbury, MA earns between $100,000 and $309,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average Investment Banker Salary In Tewksbury, MA

$176,000
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