Description Active Index Advisors (AIA) helps clients customize portfolios for specific investment objectives including tax management and values-alignment. This position is responsible for ensuring each account is onboarded and implemented according to its custom instructions. This is a hybrid position located in Boston, MA or San Francisco, CA. and requires employees to be onsite a minimum of 2 days. If based in San Francisco, this position needs to work east coast market hours (6am - 3pm PST). What you will do:
Develop an in-depth understanding of AIA's custom solutions and investment process.
Build strong relationships with advisors and provide assistance with the new account onboarding process.
Monitor and review incoming new accounts across multiple programs and platforms and coordinate with advisors, sponsors, and custodians.
Prepare new accounts to trade, including a review of necessary documentation and organizing data in Excel.
Review maintenance requests such as style changes, tax strategy changes, and adding/removing restrictions and organize data in Excel.
Follow up with sponsor firms to acquire missing cost basis information and missing special instructions.
Coordinate with Portfolio Managers and other internal teams, ensuring accounts are in good order before trading.
Review accounts after implementation to ensure that gains/losses are recognized accurately. Resolve discrepancies as needed.
Review restrictions on a periodic basis to ensure applicability and validate and resolve any conflicting restrictions.
Assist with the confirmation of client annual gain budget updates, as needed.
Manage Salesforce-based requests, dashboards, and workflows.
Identify any operational improvements, innovation or automation opportunities inside and outside the department and document and maintain procedures.
Represent AIA for any legal contract, due diligence, RFP, audit or compliance requests or reviews as needed.
Other responsibilities and projects as assigned.
What you'll bring:
Experience/Skills Required
A minimum of 3 years of relevant financial services/asset management experience or equivalent internal experience.
Series 65 required.
Proficient in MS Office (Word, Excel, PowerPoint, Outlook).
Client-focused; professional attitude; excellent interpersonal, verbal, and written communication skills.
Excellent organizational and follow-up skills, with outstanding attention to detail.
Flexibility and adaptability sufficient to work in a fast-paced environment and meet and execute multiple tasks within tight time frames.
Ability to work independently as well as collaboratively within a team environment.
Excellent problem-solving skills.
Bachelor's degree
Experience/Skills Preferred
Prior experience with Separately Managed Accounts/UMAs
Experience with Salesforce
Experience with DocuSign and creating, editing, and managing documents using Adobe Acrobat.
Knowledge of portfolio accounting systems, business intelligence tools, and relational databases.
Knowledge of tax and accounting concepts and principles.
Who we are:
We put the best interests of our clients, employees, communities, and environment first in everything we do. We're dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees - and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*.
#NatixisIMCulture
In accordance with the California salary transparency law, the expected annual base salary for this San Francisco, CA, United States-based position is $55,000.00 - $95,000.00. Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses and other Natixis sponsored benefit programs.
Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.
Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact details with Natixis Investment Managers directly.
*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.
$55k-95k yearly Auto-Apply 60d+ ago
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Business Systems Analyst
Natixis Investment Managers 4.7
Natixis Investment Managers job in Boston, MA
Description The Business Systems Analyst will be part of the IT Applications team, supporting both Product Marketing and Solutions organizations. This role bridges business needs and technology delivery, ensuring scalable, compliant, and efficient solutions for marketing automation and financial systems. Acting as a strategic liaison between business stakeholders and technical resources, the Analyst will deliver business and data analysis to enhance operational efficiency, reduce risk, and elevate the client experience. This role will have direct exposure to multiple business groups across the organization and represents an exceptional opportunity to shape the future of our marketing materials and reporting capabilities. Natixis supports a hybrid work environment; employees are on-site in the Boston office 2 days a week.
What you will do:
Drive automation of product marketing materials, including factsheets and related content
Support quarterly generation of marketing materials with strict adherence to deadlines and compliance standards
Gather and document requirements for additional automation initiatives to improve efficiency and scalability
Collaborate with Product Marketing stakeholders to ensure solutions align with branding, regulatory, and operational standards
Work with external vendors or parties to streamline the data ingestion process
Have complete oversight of the Product Automation process to ensure successful production.
Work closely with Solutions teams to understand pre-trading workflows and financial systems
Gather requirements for enhancements or integrations related to investment products and trading processes
Ensure IT solutions meet operational and compliance needs for financial systems
Act as a liaison between business stakeholders and development teams, translating requirements into user stories and acceptance criteria
Produce comprehensive documentation: business requirements, solution design, test cases, UAT materials, and end-user guides
Participate in agile ceremonies (stand-ups, sprint planning, backlog refinement)
Adhere to IT change management processes for evolving requirements
Coordinate Tier 1 support activities and triage issues or service requests
What you will bring:
4+ years of experience in Financial Services or Asset Management, with exposure to IT applications and marketing automation.
Strong understanding of financial products and terminology
Hands-on experience with Seismic (including LiveDocs) is required
Familiarity with agile tools (JIRA, Azure DevOps)
Excellent communication and stakeholder management skills
Knowledge of agile development and SCRUM practices
Exposure to marketing technology platforms and financial systems integration
Who we are:We put the best interests of our clients, employees, communities, and environment first in everything we do. We're dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees - and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*.
#NatixisIMCulture
In accordance with the Massachusetts Wage transparency act, the expected annual base salary for this Boston, MA, based position is $80,750 - $109,250. Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses and other Natixis sponsored benefit programs.
Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.
Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact details with Natixis Investment Managers directly.
*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.
A leading global investment firm is seeking a Head of EMEA and APAC Client Solutions to drive revenue growth and oversee client engagement across regions. Candidates should have over 15 years of experience in senior sales roles within the financial services sector, strong leadership and strategic skills, and prefer multilingual abilities. This role involves collaborating with global teams and implementing client-centric strategies to enhance the overall client experience.
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$131k-172k yearly est. 3d ago
Head of Enterprise Risk
Cambridge Associates LLC 4.8
Boston, MA job
Head of Enterprise Risk page is loaded## Head of Enterprise Riskremote type: Hybridlocations: Bostontime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR0000036**Firm Overview:**Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit .** Summary:**Cambridge Associates (CA) has been at the forefront of innovative investment portfolio strategies for over 40 years. Headquartered in Boston and with offices across the world, CA provides investment management services to clients around the globe. We are currently seeking a Head of Enterprise Risk to lead our risk management function globally. The Head of Enterprise Risk directs CA's risk management strategy, leading a team of risk professionals to deliver on that strategy. The role requires highly developed leadership, collaboration, and business skills. Working in partnership with the Chief Compliance Officer and our business-line risk professionals, the Head of Enterprise Risk works to assure that both internal and external risks to CA are identified, mitigated, and monitored, creating an environment of trust with our clients and our colleagues. At CA, Enterprise Risk provides valuable and influential risk insight and measurements to support strategy, governance, and operations, in alignment with the firm's Management. The Head of Enterprise Risk reports to the Chief Legal Officer and to the audit and Risk Committee of the Board of Managers.**Job Description:****Duties and Responsibilities**· Set the direction and the pace for the implementation of risk management framework, processes and practices across CA, promoting a risk culture that enables the business to accomplish both strategic and tactical goals in an environment where risks are mitigated and monitored· Lead and manage the Enterprise Risk Management team to provide proactive risk advisory and assessment services, including delivery assurance focused on top strategic initiatives, to address risk issues that could potentially impact the firm's strategic direction and/or operational effectiveness· Provide quarterly Enterprise Risk Reports to firm Management and to the Audit and Risk Committee· Serve as a lead member of the Enterprise Risk and Compliance Committee, our global risk committee, with the responsibility for recommending remediation, further assessment of functions/process areas, and escalation of risks to Management for resolution and/or further discussion.· Partner with the Chief Compliance Officer as the ‘second line of defense', to identify and escalate risks as appropriate, and to guide the business to report, mitigate and monitor risks, and to report issues, risk events and errors in accordance with firm procedures· Align with our business-line risk professional to identify and optimize risks that could enhance our competitive business advantage, and to develop mitigation strategies to address risks that could impact our strategy and our ability to function in compliance with regulations· Partner with business leaders across our client facing business units and our support functions to drive change through the implementation of risk mitigation strategies· Support the regional and functional risk committees· Drive the implementation of our GRC (Governance, Risk and Compliance) tool in support of proactive risk management and ongoing visibility, monitoring and assessment of risks across all aspects of our business· Manage the Enterprise Risk Plan, assuring that resources are deployed accordingly and that the plan aligns with the top risk areas as identified through business area risk workshops and risk assessments· Maintain the Risk Taxonomy for the firm, driving a common risk language and a common understanding of both ongoing and emerging risks accordingly· Maintain the Global Risk Policy, as well as any required jurisdictional risk policies, and processes, assuring that updates are made as needed and in a timely manner· Provide subject matter expertise and manage the development and implementation of risk appetite measures, Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs) to effectively measure business unit objectives* Collaborate with Compliance, Internal Audit and Error Reporting functions to mature the risk culture at CA and to identify risks to our clients, our firm strategy and to our colleagues, recommending mitigations that are actionable and measurable**Qualifications**· Minimum of 15 years' risk experience required, with experience leading the Enterprise Risk function of an Investment Management firm· Deep technical understanding of risk management methodologies and maturity models, including COSO ERM framework· Demonstrated, proven, and practical knowledge of managing KRI and KPI metrics and board level risk reporting· Broad-based operational perspective and understanding of the processes and controls of an investment management firm· Experienced people manager, with a focus on staff development, coaching, timely performance assessments, and managing a relationship management model aligned with internal business partners· Deep understanding of global investment management regulatory environment· Highly developed written and verbal communication skills, with experience with board level presentations, capable of adapting messaging to various audiences clearly and succinctly· Ability to interact with and build relationships with colleagues at all levels of the organization, focusing on collaboration to achieve results in support of firm strategy and goals; including communicating with executive- and Board-level stakeholders.· Bachelor's degree required, advanced degree desirable Base salary range for this role:Pay Range Minimum:177300Pay Range Maximum:241100In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.Since our founding in 1973, we have been a market leader in building diversified investment portfolios. With 13 offices around the globe and a world-class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm.### Get in TouchIntroduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.Wherever you are in your career journey, we offer a wide range of opportunities and a truly collaborative, diverse environment.
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$161k-210k yearly est. 6d ago
Head of Product Design - FinTech Analytics Platform
Harbourvest Partners (U.K.) Limited 4.5
Boston, MA job
A global private markets firm is seeking a Vice President of Product Design to lead the design vision for an innovative analytics platform. The role involves shaping a comprehensive design function, ensuring a user-friendly experience for institutional investors. The ideal candidate should have strong UX and visual design skills, a successful track record in product delivery, and excellent communication abilities. The position offers a hybrid work arrangement and a competitive salary range from $167,000 to $283,000, along with a comprehensive rewards package.
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$167k-283k yearly 4d ago
Global Head of Enterprise Risk (Hybrid)
Cambridge Associates LLC 4.8
Remote or Boston, MA job
A leading investment management firm in Boston is seeking a Head of Enterprise Risk to lead their risk management function globally. This senior role requires extensive experience in enterprise risk, leadership skills, and the ability to navigate complex regulatory environments. The candidate will be responsible for developing risk strategies and fostering a proactive risk culture across the organization. Competitive compensation and benefits offered.
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A leading asset management firm located in Boston is seeking an Associate Counsel for its in-house legal team. The role involves providing legal support for the investment management business and requires a Juris Doctor with 1-2 years of experience. Candidates should have strong communication skills and a commitment to company values. This opportunity offers mentoring in a collaborative environment and competitive compensation.
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$148k-209k yearly est. 2d ago
Digital Workplace Architect | Power Platform & Azure
Harbourvest Partners (U.K.) Limited 4.5
Boston, MA job
A global private markets firm is seeking a Solutions Architect to craft and refine enterprise-level solutions using Microsoft Power Platform and Azure services. This hybrid role requires strong technical architecture and business analysis skills, involving collaboration with various business units and ensuring solutions meet governance standards. The ideal candidate will lead projects aimed at improving employee efficiency and driving digital transformation in a dynamic environment.
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A leading global investment firm is seeking an experienced Managing Director to oversee private client assets, construct diversified portfolios, and manage client relationships. Ideal candidates will have at least 20 years of investment experience, strong communication skills, and a deep understanding of capital markets. This role offers a unique opportunity to lead a talented investment team and engage directly with high-net-worth clients.
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$199k-284k yearly est. 2d ago
Technical Lead: Snowflake & Data Integrations - Hybrid
Harbourvest Partners (U.K.) Limited 4.5
Remote or Boston, MA job
A global private markets firm is seeking a Tech Lead to drive technical initiatives and guide project execution. The ideal candidate will possess significant experience in engineering with expertise in Snowflake architecture and system integrations. This hybrid role offers the opportunity to work independently while mentoring others. Compensation ranges from $135,000 to $215,000, with additional bonuses and benefits based on individual performance. Join a dynamic and inclusive team at an industry-leading company.
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$135k-215k yearly 3d ago
Senior Portfolio Compliance Director (CRD)
Loomis, Sayles & Company 4.9
Boston, MA job
A leading asset management firm in Boston is seeking a Director of Portfolio Compliance. This role is crucial for ensuring compliance with client guidelines using the Charles River Compliance System. Candidates must have extensive compliance experience, strong supervisory skills, and knowledge of fixed income and equity instruments. The salary range is $165,000 - $210,000 USD plus benefits and a discretionary incentive award.
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$165k-210k yearly 2d ago
Experienced Associate - Equity Research, BioTech
Guggenheim Partners 4.2
Boston, MA job
Guggenheim is seeking an exceptional candidate to join as a sell-side Equity Research Associate to help cover the Biotechnology sector. This person will be responsible for following the progress of public/private Biotechnology companies and will support the research team in its efforts to analyze companies and make stock recommendations to institutional investor clients. In addition to a background in the life sciences, the ideal candidate will have a passion for stocks, interest in equity research and financial modeling, specifically in the Biotechnology sectors with a focus on oncology. The position is located in Boston, MA.
Essential Job Functions
* Provide support to the Senior Analyst through fundamental analysis and investment research in equity markets with an emphasis on original, bottom-up research in the Biotechnology sector
* Analyze individual Biotechnology companies to build and update fully integrated financial and valuation models
* Write comprehensive research reports and present findings; draft reports/notes on relevant investment themes, events and breaking news
* Conduct primary research through industry sources including, but not limited to, financial analysis, due diligence clinical data and industry trends, company management and strategies
* Organize physician calls for investors and investor events
* Update analyst marketing handout regularly
* Interact with Firm's institutional sales force and investor clients
* Respond to client and internal inquiries regarding research findings and directives
Preferred Qualifications
* MD, PhD., or other advanced life sciences degree
* 1-3 years of professional industry experience in industry, consulting, or similar
* Exceptional analytical, verbal, and written communication skills
* Analytical mindset, intellectual curiosity, aptitude for math/statistics
Basic Qualifications
* Bachelor's degree required
* Ability to search, understand and interpret scientific and medical publications and presentations
Work Location
* Currently, this role is expected to be in the Boston office at least 4 days per week.
Salary
* Annual base salary between $140,000 and $165,000.
* The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
About Us:
Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.
Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************.
About Us:
Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************.
Guggenheim Securities, LLC ("GS") does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.
$140k-165k yearly Auto-Apply 59d ago
VP, Wealth Transformation & Program Leader
Harbourvest Partners (U.K.) Limited 4.5
Boston, MA job
A global private markets firm is looking for a Vice President, Wealth Program Manager in Boston, MA. The role involves leading strategic initiatives for digital transformation, creating a roadmap for the Wealth business, and ensuring successful adoption of new operational processes. Candidates should have 10-15 years of experience in financial services or consulting and possess strong skills in process improvement and stakeholder management. This position offers a dynamic environment for growth and innovation.
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$144k-191k yearly est. 3d ago
Senior Digital Media Strategist
Natixis Investment Managers 4.7
Natixis Investment Managers job in Boston, MA
Description We are looking for a forward-thinking senior digital media strategist to shape Natixis' presence across paid and organic channels-including search engine marketing (SEM), answer engine optimization (AI), programmatic advertising, social media, YouTube, and podcasts. This role will play a key part in driving innovation and visibility in emerging AI-powered search environments. The ideal candidate brings deep expertise in media planning, performance marketing, and platform optimization. This is a hybrid position based in our Boston, MA office.
What you will do:
Strategy & Innovation
Develop and lead integrated media strategies across programmatic, SEM, social, YouTube, podcast platforms, and AEO in conjunction with marketing managers, vendors, and media partners.
Drive innovation in how we appear in AI-powered search environments (e.g., Google SGE, Bing Copilot, ChatGPT), optimizing content and media for visibility and engagement.
Stay ahead of trends in media consumption and platform evolution, identifying new opportunities for brand growth.
Execution & Optimization
Oversee media planning, buying, and execution across all channels, ensuring alignment with brand and performance goals.
Partner with SEO, content, and tech teams to implement AEO best practices across owned and paid assets.
Manage agency relationships and internal teams to deliver high-impact campaigns.
Measurement & Insights
Define KPIs and measurement frameworks for each media channel, including emerging AEO metrics.
Deliver regular performance reports and insights to senior leadership.
Collaborate with analytics teams to refine attribution models and optimize media mix.
Leadership & Collaboration
Lead vendor partner relationships and collaborate cross-functionally with marketing managers, content and design teams, journey optimization, and digital delivery.
Foster a culture of experimentation, agility, and continuous learning.
What you will bring:
Experience/Skills Required
8+ years of experience in digital media strategy, with proven success across programmatic, SEM, social, and video/audio platforms.
Experience with AEO, SEO, and content optimization for AI-powered search environments.
Strong understanding of media platforms including Google Ads, Meta, DSPs, YouTube, Spotify, and podcast networks.
Analytical mindset with experience using media analytics tools (e.g., GA4, Adobe Analytics, SEMrush, Conductor).
Excellent leadership, communication, and stakeholder management skills.
Experience/Skills Preferred
Experience in financial services, fintech, or other regulated industries.
Familiarity with brand safety, compliance, and privacy standards in digital advertising.
Who we are: We put the best interests of our clients, employees, communities, and environment first in everything we do. We're dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees - and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*.
#NatixisIMCulture
In accordance with the Massachusetts Wage transparency act, the expected annual base salary for this Boston, MA, based position is $90,000.00 - $145,000.00. Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses and other Natixis sponsored benefit programs.
Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.
Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact details with Natixis Investment Managers directly.
*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.
$90k-145k yearly Auto-Apply 46d ago
Internal Wholesaler/ Investment Consultant
Ngam Advisors, L.P 4.7
Ngam Advisors, L.P job in Boston, MA
The Investment Consultant is an internal sales associate who partners with field sales professionals to provide client service, build relationships and promote Natixis' solutions to financial advisor clients. This is a hybrid position is located in Boston, MA.
What you will do:
Provide proactive sales support and client service within a defined territory via phone, email and virtual meetings.
Work as a partner with field sales to develop and execute a sales strategy to meet or exceed sales goals.
Create a strong follow up process and daily sales plan to foster sales leads and deliver on client expectations.
Document relevant client interactions in the client relationship management (CRM) system.
Leverage data intelligence to create targeted sales and service campaigns.
Develop strong market and product knowledge to effectively communicate and demonstrate credibility with clients.
Ensure timely completion of tasks for assigned marketing and sales campaigns.
Meet or exceed daily, weekly and monthly sales activity targets.
What you will bring:
Bachelor's degree or equivalent work experience.
SIE, Series 7 & 63 licenses (or equivalent) or Series 6 and 63 (with a commitment to obtain the SIE and Series 7 upon hire) are required. Previously held series 7 and 63 licenses that are inactive will be considered, provided that all required exams are retaken and passed within three months of being hired.
Minimum 1 year of experience in financial sales or financial services industry.
Proven ability to build and maintain relationships both internally and externally
Ability and desire to learn about financial markets and financial solutions.
Understanding of sales technology tools a plus (i.e. Seismic, Salesforce, Y Charts, MPI etc).
Ability to work in team environment and build partnerships to achieve common goals.
Excellent time management, prioritization and organizational skills, with a proven track record of delivering effective results.
Strong written and verbal communication skills
Who we are:
We put the best interests of our clients, employees, communities, and environment first in everything we do. We're dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees - and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*.
For additional insight on working at Natixis, visit: ************************************************
#NatixisIMCulture
Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training,
promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry,
religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical
or mental disability, or any other status protected by law.
*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are
not eligible for benefits.
Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and
does not send employment offers through social media channels. We take security and privacy seriously. If you have been
contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the
communication, please verify the contact details with Natixis Investment Managers directly
$66k-92k yearly est. Auto-Apply 60d+ ago
Global Client Solutions Summer Analyst
Cambridge Associates 4.8
Boston, MA job
Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.
Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit ****************************
Summary:
Resume, Cover Letter and Unofficial Transcript are required to complete your application.
Cambridge Associates' Global Client Solutions (GCS) team drives the sales and client relationship management needs of CA's business around the world. The Global Client Solutions Summer Analyst position will join the Boston GCS team for 10 weeks and gain immediate exposure to business development and client relationship management within the investment and financial world.
Job Description:
Position Specifics:
Location of Position: Boston, MA
Program Length: 10-week program from June 1 to August 7, 2026 (open to rising seniors: Class of 2027)
Required for Application: Resume, Cover Letter and Unofficial Transcript
Office Requirement: Summer Analysts are expected to work in their assigned office at least 4 days per week with the option to work from home 1 day per week.
Expected Hours: Summer Analysts are expected to work 40 hours per week
Base Pay/Salary: Boston, MA: $25 / hour
Additionally, offer includes sign-on bonus.
A Typical Day as a Summer Analyst:
The GCS Summer Analyst program is structured as a rotational program to provide broad exposure to key business functions and ensure mentorship opportunities. The program is split into three phases, reflecting the core responsibilities across the GCS team: lead cultivation, client acquisition, and relationship deepening.
Phase one involves market mapping, qualifying prospects, preparing outreach campaigns and tracking engagement metrics for pipeline development.
Phase two involves supporting the development of prospect/client proposals/presentations, observing and participating in introductory prospect/client calls, coordinating logistics for client onboarding, and analyzing feedback from prospect/client interactions to inform acquisition strategies.
Phase three involves learning the client lifecycle, assisting in relationship-building activities, learning to identify and quantify client risk, and supporting issue resolution.
Collaborate with senior members of Global Client Solutions, Investment Directors, and subject-matter experts in departments across the firm
We Offer:
Mentor-based culture and real-time feedback for growth opportunities
Hands on training and experience in business development, client relations, and presentation delivery in the investment service industry
High exposure to firm leadership through projects, presentations, networking, team-based environment, and leadership lunches
Opportunities to sit in on and participate in firm, department, and practice level meetings as well as client and prospect business development strategy sessions and mock presentations
Access and ability to attend meetings with top-tier investment managers
Virtual and/or in person outings and events to promote team collaboration and corporate citizenship
Requirements:
Bachelor's degree candidate (all majors) with a record of high academic achievement
Demonstrated interest in finance, investments, entrepreneurship and/or in sales, business development, or client relations
Excellent communication, interpersonal, writing and analytical skills, strong attention to detail and ability to be proactive, project manage, and prioritize
Familiarity with computer databases and programs, especially Microsoft Excel, Word, and PowerPoint
Must be eligible to work in the US without sponsorship or restriction now or in the future
Base salary range for this role:
Pay Range Minimum:
0
Pay Range Maximum:
0
In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.
$25 hourly Auto-Apply 14d ago
Senior Legal Administrator - Mutual Funds
Natixis Investment Managers 4.7
Natixis Investment Managers job in Boston, MA
Description This person is responsible for evaluating, monitoring, and resolving issues in connection with providing legal administrative services to client(s) assigned, including: disclosure/ registration services, corporate secretarial/ governance services and other regulatory or legal support required. This is a hybrid position located in our Boston, MA office.
What you will do:
Disclosure/Registration
Coordinate the preparation of regulatory filings for mutual funds assigned
Develop a full understanding of the funds assigned and the regulatory framework involved
Draft/edit various disclosure documents required for assigned funds, including prospectuses (using Prospectus Builder web-based program), SAIs, supplements, proxy and information statements, 24f-2s and Part C
Review various disclosure documents required for assigned funds, including shareholder reports and N-CENs
Identify, research and recommend solutions for issues raised in preparing/reviewing disclosure documents including comments from reviewers
Coordinate with publishing and/or designated printer for filing documents using EDGAR system as required
Develop, maintain and monitor tickler files and calendars to coordinate workflow and adhere to project timelines, due dates and regulatory deadlines
Corporate Secretarial/Governance
Coordinate the preparation of various memoranda and other documents relating to mutual fund corporate governance matters assigned
Develop a full understanding of the funds assigned and the regulatory framework involved
Coordinate the compilation of Board and/or Committee materials
Draft/edit various documents required by governance actions scheduled or taken, including charter documents, contracts, and procedures
Review Board and/or Committee materials prepared by others
Identify, research and recommend solutions for issues raised in preparing/reviewing governance documents including comments from reviewers
Develop, maintain and monitor tickler files and calendars to coordinate workflow and adhere to project timelines, due dates and regulatory deadlines
Other
Special projects as assigned, which may include one or more of the following:
Fidelity Bond or Massachusetts Annual Voluntary Associations filings
Coordinator for trustee website
Content Management library administrator
What you will bring:
5+ years of mutual fund paralegal/legal administration experience preferred
Proficiency in legal requirements of mutual fund governance and registration required
Excellent organizational, problem-solving and communication skills
Proficiency with Microsoft Office products and legal research tools
Project management skills
Associates or Bachelors Degree or comparable business experience
Who we are: We put the best interests of our clients, employees, communities, and environment first in everything we do. We're dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees - and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*.
#NatixisIMCulture
In accordance with the Massachusetts Wage transparency act, the expected annual base salary for this Boston, MA, based position is $90,000.00 - $120,000.00. Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses and other Natixis sponsored benefit programs.
Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.
Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact details with Natixis Investment Managers directly.
*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.
$90k-120k yearly Auto-Apply 60d+ ago
Global Private Client Solutions Director
Cambridge Associates LLC 4.8
Boston, MA job
A global investment firm in Boston is seeking a Client Director for their Global Client Solutions team. This role focuses on cultivating client relationships, driving new business, and delivering exceptional service to high-net-worth clients. The ideal candidate has over 8 years of experience in relationship management or wealth consulting and possesses excellent communication skills. A comprehensive benefits package is included.
#J-18808-Ljbffr
$134k-170k yearly est. 2d ago
Software Engineering Intern
Cambridge Associates 4.8
Boston, MA job
Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.
Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit ****************************
Summary:
The Software Engineering team at Cambridge Associates builds and maintains the internal and client-facing applications that power our investment research, portfolio management, and operations. We work closely with product managers, UX designers, and QA to deliver high-quality, impactful solutions for our colleagues and clients.
:
THE OPPORTUNITY
We are seeking a motivated and curious intern to join our software engineering team for the summer. You will have the opportunity to work on real projects-either shipping production features or building proof-of-concept tools (including AI-powered solutions)-that directly support our business. You'll gain hands-on experience with our modern technology stack and learn how enterprise software is built, tested, and deployed in a collaborative, agile environment.
Interns are expected to work 40 hours per week during the summer (June-August). The individual is expected to be onsite 1 or 2 days each week in the Boston or Arlington office.
Job Description:
RESPONSIBILITIES
Collaborate with engineers, product managers, and designers to build and deliver new features or proof-of-concept projects.
Contribute to backend and/or frontend development using technologies such as .NET, Java, Python, React, and JavaScript.
Work in a modern cloud environment leveraging AWS, serverless architectures, and infrastructure-as-code tools.
Participate in the full software development lifecycle, including requirements, design, coding, testing, and deployment.
Use AI-powered development tools to enhance productivity and explore innovative solutions.
Learn and apply best practices for code quality, security, and maintainability.
QUALIFICATIONS
Some prior software development experience (coursework, personal projects, internships, or open-source contributions).
Familiarity with object-oriented programming (e.g., Java, C#, Python) and/or modern web development (JavaScript, React).
Interest in cloud technologies and modern development practices.
Strong communication and collaboration skills; able to work both independently and as part of a team.
Eagerness to learn, adapt, and contribute in a fast-paced environment.
Base salary range for this role:
Pay Range Minimum:
0
Pay Range Maximum:
0
In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.
Description The Compliance Analyst - RIA provides registered investment adviser compliance support to the Legal and Compliance Department. The position will primarily assist with the administration of the Code of Ethics Compliance Program; assess, draft, and perform on-site audits for policies and procedures; and report exceptions or concerns to management. The Analyst will manage the Adviser calendar to ensure routine monthly tasks, filings, and reporting obligations are completed while developing a full understanding of the adviser's structure, offerings, operations, and compliance activities. This individual will also work cooperatively with other team members to provide supplemental/back-up support when needed and will be responsible for special projects as assigned. This is a hybrid position based in Boston, MA. What you will do:
Provide administrative support to the Code of Ethics program, including creating new employee accounts, providing employee support with respect to personal trading and completing certifications. Monitor and establish new brokerage accounts and troubleshooting issues with the vendor and account feeds.
Conduct testing for adherence with various Compliance policies and procedures.
Identify potential policy/procedural weaknesses and recommend improvements.
Assist in periodic training on policies, trends and regulations related to advisory compliance.
Provide supplemental/backup assistance to other Compliance areas as necessary.
Compile and submit regulatory filings and disclosures (13f, 13g, ERISA coverage, 15C)
Handle/coordinate annual mailing of ADV and privacy policy to SMA sponsors/clients.
Coordinate Responses to annual 15C and Board Material requests
What you will bring:
Bachelor's degree
3+ years of compliance and/or relevant financial service experience preferred.
Experience with Microsoft applications, Excel and Power BI viewed favorably.
Strong interpersonal skills, problem solving and analytical capabilities.
Excellent organizational skills and attention to detail.
Effective writer with the ability to interact with individuals from all levels of the organization.
Ability to work independently and manage multiple priorities concurrently.
Experience with Compliance Technology or Power BI viewed favorably.
Flexibility and willingness to assist all areas of Legal & Compliance if circumstances required.
FINRA Series 7 & 24 viewed favorably.
Who we are: We put the best interests of our clients, employees, communities, and environment first in everything we do. We're dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees - and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*.
For additional insight on working at Natixis, visit: ************************************************
#NatixisIMCulture
In accordance with the Massachusetts Wage transparency act, the expected annual base salary for this Boston, MA, based position is $70,000.00 - $90,000.00. Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses and other Natixis sponsored benefit programs.
Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.
*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.
Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact details with Natixis Investment Managers directly.
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Ngam Advisors, L.P. may also be known as or be related to NATIXIS INVESTMENT MANAGERS, Natixis Global Asset Management LP and Ngam Advisors, L.P.