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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Events Manager
Ngam Advisors, L.P 4.7
Ngam Advisors, L.P job in Boston, MA
Description This position will report to the SVP, Events. In this highly visible role, the incumbent will be responsible for the development and execution of end-to-end strategy for US & Latin America meetings and events. Meetings and events are defined as internal meetings, sales meetings, corporate and client-facing events. The candidate will possess the ability to deliver a high standard of meeting planning excellence to business stakeholders, clients and affiliates. In addition to sound and proven technical capabilities, the role requires strong and mature interpersonal skills at all levels internally and externally requiring a significant amount of collaboration throughout all levels of the organization. S/he should understand the business, corporate culture and be able to manage evolving priorities. S/he will be expected to contribute to broader department programs and company goals. A high level of initiative, self-motivation, flexibility, creativity and collaboration is required to develop, plan and execute successful meetings and events. This is a hybrid position located in Boston, MA.
What you will do:
In compliance with Natixis Investment Managers policies and relevant regulations, plan and organize internal and external business-related meetings and events. Collaborate with meeting stakeholders and internal partners to align and execute against strategic direction (i.e., Meeting objectives, desired outcomes, intended audience, content coordination, creative and innovative engagement techniques).
Investigate, source, negotiate, and coordinate hotel and ancillary meeting services (includes contractors, vendors, onsite staff) while managing logistics of program functions, including but not limited to space set-up, food and beverage, transportation for external and internal (employee) events.
Facilitate attendee experience through registration site design, event promotion and communications, and attendee management to support needs related to meeting attendance.
Plan, coordinate, and execute webinars from concept to completion, including speaker preparation, platform set up, live event management, and post follow-up (recordings, performance reporting).
Address all aspects of budget and billing, including development of and tracking against budgets, identification and capture of cost savings/cost avoidance efforts, reconciling master bill, coordinating payment to vendors, and managing meeting expenses.
Oversee ordering, inventory, and distribution of promotional items to ensure brand consistency and timely availability for events, sales/internal needs. Ensure cost effectiveness and alignment with marketing strategies
What you will bring:
3 - 5 years of demonstrated event management experience
Proficiency in Spanish would be an advantage
Experience with Cvent Event Management software program
Strong project management and communication skills
Solution oriented planning process
Maintain an eye toward continuous, evolving improvement and application of ideas and efficiencies for programs and internal systems
Experience with development of tactical plans to include meeting objectives and aligned activities to ensure a positive internal/external client experience.
Understand affiliate and partner guidelines as well as Natixis Investment Manager's compliance guidelines.
Learn and apply Natixis branding elements to all initiatives
Must be comfortable collaborating with C-Suite level executives
10% - 15% travel within the US/Latin America
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.
$99k-128k yearly est. Auto-Apply 60d+ ago
Head of EMEA and APAC Client Solutions-Investment Management, Alternatives
Cambridge Associates LLC 4.8
Boston, MA job
Head of EMEA and APAC Client Solutions-Investment Management, Alternatives page is loaded## Head of EMEA and APAC Client Solutions-Investment Management, Alternativeslocations: London: Zurichtime type: Full timeposted on: Posted Yesterdayjob requisition id: JR0000056**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:**Position Overview: The Head of EMEA and APAC Client Solutions is a strategic leadership role and a key member of the Global Client Solutions Leadership team. This individual is responsible for driving revenue growth and market expansion and overseeing client engagement efforts in the EMEA and APAC regions. This role leads the development and implementation of business develop strategies together with practice leadership and manages teams responsible for all phases of the prospect and client journey in the regions. They will work closely with the Global Client Solutions team to ensure a seamless client experience and contribute to the development of new client opportunities.**Job Description:****Key Responsibilities:****Strategic Leadership & Revenue Growth:*** Develop and implement the regional business development and client engagement strategy in alignment with global objectives.* Work with the EMEA and APAC GCS team and Sales Operations to identify areas of development and growth ensuring alignment with the company's growth and client service goals.* Foster a culture of excellence, collaboration, and innovation within the team.**Client Engagement:*** Establish and maintain a robust client engagement framework with appropriate resources across practice areas to enhance the client experience throughout the client life cycle.* Collaborate with investment teams, PIM, CIT and Legal & Compliance to ensure client-centric solutions and services.**Business Development & Market Expansion:*** Lead all pipeline-building activities, including lead generation, qualification, and conversion strategies within the EMEA and APAC regions.* Identify and pursue new market opportunities, emerging client segments, and innovative business channels.* Foster and manage strategic partnerships to enhance market reach and drive business growth**Operational Excellence:*** Streamline regional operations in collaboration with marketing, onboarding, and investment teams.* Champion a data-driven approach to improve processes and client outcomes.**Collaboration & Communication:*** Work closely with the Global Head of Client Solutions, sales operations, regional marketing and regional practice heads to ensure alignment and consistency in client solutions while retaining regional nuance and regulatory awareness.* Communicate effectively with internal and external stakeholders to promote the company's vision and objectives.**Qualifications:*** Bachelor's degree in Business, Finance, Marketing, or a related field; MBA or advanced degree preferred.* 15+ years of progressive experience leading a senior sales or client engagement function within the financial services industry with a data-driven culture.* Strong leadership skills with a track record of building and managing high-performing teams.* Excellent strategic thinking and problem-solving abilities.* Demonstrated ability to drive growth and innovation in a competitive market.* Strong communication and interpersonal skills.* Ability to work collaboratively across global teams and functions.* Multilingual preferred**Reporting Line:**This role reports directly to the Global Head of Client Solutions.Employees of Cambridge Associates Ltd. or an affiliated firm, are prohibited from employment or other association with any company, organization, business, or other entity that is involved in any way with the securities or financial services industry except for those entities that are directly affiliated with Cambridge Associates Ltd. Employees are prohibited from acting as a Trustee or Director of, or accepting a similar position of responsibility with, any entity that is a client of or directly affiliated with a client of Cambridge Associates Ltd. or any of its affiliated companies without prior written consent from the Chief Compliance Officer of Cambridge Associates Ltd. Employees are prohibited from serving on the investment or finance committee of any company or organization with investable funds, or likely to develop investable funds, without prior written consent from the Chief Compliance Officer of Cambridge Associates Ltd. If applying for the role, you need to inform the Recruiter if there are any potential conflicts with the above.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. Our work helps our clients do good in the world, and we embrace the opportunity to contribute to their positive impact.
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$131k-172k yearly est. 1d 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. 4d 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 2d ago
Associate Counsel
Loomis, Sayles & Company 4.9
Boston, MA job
Posted Monday, October 6, 2025 at 4:00 AM
Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $425 billion in assets under management (as of 30 September 2025) for global clients spanning more than 50 countries. We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS, the core characteristics of who we aspire to be as employees and an organization.
Loomis Sayles is committed to the continual improvement of our performance, processes and people. As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity:
About the Role
We are seeking an Associate Counsel to join our in-house legal team who wishes to make a career of providing pragmatic legal advice to our global institutional asset management business.
This position will be a key contributor to the Legal and Compliance Department with respect to a wide variety of legal and business matters and will provide day-to-day support to the senior lawyers in the group. Duties will include providing support to the General Counsel's office of senior lawyers for their negotiation of investment management agreements and private fund subscription agreements, legal research, fund formation, marketing and advertising review, assisting with regulatory audits, general corporate work, and, under the supervision of the Assistant General Counsels, participating in special projects, such as new product development.
This position will provide ample opportunity for professional growth and development, enjoying significant mentoring and guidance from senior-associate level lawyers in a collaborative, friendly environment. The ideal candidate will have a can-do attitude and excellent communication and interpersonal skills. The candidate will be eager to learn and develop their skills as an investment management lawyer.
Job Responsibilities
Under the supervision of senior lawyers:
Provide legal analysis to senior lawyers in connection with their advice on day-to-day investment management activities, such as investment management agreements, private fund formation and investment documents, and general corporate/governance matters
Assist in supporting all legal aspects of our separate account, private fund, SMA/wrap, group trust, and sub-advisory relationships
Provide initial interpretations of statutes, rules and policies applicable to the business, and work closely with colleagues in the General Counsel's office to meet the firm's business objectives within the local regulatory environment
Seek to make a positive contribution to the culture of the firm
Qualifications & Education Requirements
Juris Doctor from top-tier law school; strong academic credentials
Member of the bar in Massachusetts (preferred) or other U.S. state
1-2 years of legal and regulatory experience at a leading law firm, or at an established investment manager, hedge fund, or other financial services firm
Strong oral and written communication skills, including via phone, email and video conference
Commitment to our culture, values and approach to doing business
Additional RequirementsTechnical Skills
Familiarity with and/or interest in the legal framework applicable to registered investment advisers, including Investment Advisers Act of 1940, Investment Company Act of 1940, Securities Act of 1933, Securities Exchange Act of 1934, CFTC Rules and Regulations, and ERISA, as well as general corporate law.
Requisite Qualities
Possessing excellent interpersonal skills, enjoys working both collaboratively and independently in a demanding virtual and physical environment
Demonstrating a superior work ethic, applies strong legal analysis with attention to detail
Maintaining a high degree of business ethics and professionalism, exercises sound business judgement and discretion
Loomis Sayles is committed to offering competitive and equitable compensation. Your starting salary will be based on your experience, skills, qualifications and local benchmarking. This position is also eligible for a discretionary annual incentive award, which is based on individual and company performance. In addition to your compensation, you will have access to a comprehensive benefits package designed to support your health, well-being and financial security.
EEOC and Diversity Statement
Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset doesn't completely match the job description. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
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$148k-209k yearly est. 5d 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. 5d ago
Equity Research Associate - Biotechnology
Guggenheim Partners 4.2
Boston, MA job
Guggenheim Securities * 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 interest in equity research and financial modeling, specifically in the Biotechnology sectors with a focus on oncology. The position is in New York / Boston.
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
* Experience in PK/ PD plus
* Experience with R or other modeling software packages are a plus
* Prior experience at a bio-pharmaceutical company is preferred
* Exceptional analytical, verbal, and written communication skills
Basic Qualifications
* Exceptional academic pedigree, including a higher degree in a life science field (PhD) or MD
* Ability to search, understand, and interpret scientific and medical publications and presentations
Work Location
* Currently, this role is expected to be in the New York or 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.
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 8d ago
Digital Experience - Personalization & Content Strategist
Natixis Investment Managers 4.7
Natixis Investment Managers job in Boston, MA
Description We are seeking a senior-level strategist to lead and scale personalization initiatives across our client-facing digital ecosystem, to establish and deepen first-party digital relationships with financial advisors and institutional investors. You will be responsible for shaping the strategic vision and execution of personalized experiences that drive engagement, loyalty, and conversion among our key audiences. This role requires a blend of strategic leadership, cross-functional collaboration, and hands-on expertise with the Adobe Experience Platform and its personalization capabilities.
This role will focus on delivering differentiated experiences based on firm, segment and product eligibility, while optimizing user journeys for both known and anonymous users. The strategist will work cross-functionally to ensure that digital content and tools are aligned with client's needs and business goals. This is a hybrid position and located in our Boston, MA office. What you will do:
Strategic Leadership
Define and lead the personalization strategy for financial advisors and institutional investors, aligning with broader business and marketing objectives.
Champion a data-driven approach to content personalization across the organization.
Develop and execute a personalization roadmap tailored to financial advisors, incorporating firm-specific rules and product availability.
Collaborate with marketing, UX, data, and technology teams to align personalization efforts with broader advisor engagement strategies.
User Journey Optimization
Design and optimize digital pathways for both anonymous and known users.
Identify and address friction points to improve engagement, lead generation, and conversion.
Oversee login flows and personalized content delivery for authenticated users.
Content Performance Enhancements
Audit and refine client-facing content to improve relevance, conversion rates, and satisfaction.
Leverage performance analytics to inform ongoing content strategy and personalization efforts.
Gate content appropriately based on subscription level or firm permissions, while maintaining a seamless user experience.
Execution & Platform Management
Utilize Adobe Experience Manager, Adobe Target and Marketo to design, implement, and manage personalized user journeys across digital touchpoints.
Conduct A/B testing and iterative optimization of personalization experiences to maximize impact.
Cross-Functional Collaboration
Partner with teams across channel marketing, content, UX, analytics, and technology to ensure alignment and scalability.
Serve as a thought leader and advocate for personalization best practices within the organization.
What you will bring:
7+ years of experience in digital marketing, digital product ownership, digital experience/content strategy, or personalization, ideally in financial services.
Understanding of financial advisor and institutional investor personas and the financial services landscape.
Proven experience with Adobe Experience Manager, Personalization (Adobe Target) or similar personalization platforms.
Strong analytical skills and familiarity with web analytics tools (e.g., Adobe Analytics, Google Analytics, ContentSquare).
Experience with gated content strategies and subscription-based access models.
Excellent communication, collaboration, and stakeholder management 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*.
#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 43d ago
Vice President, Wealth Program Manager
Harbourvest Partners (U.K.) Limited 4.5
Boston, MA job
In our collegial environment that's marked by low turnover and high energy, you'll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences. The will be accountable for a portfolio of strategic initiatives spanning organizational, process, and overall Firm strategy focused entirely on the Wealth business. Additionally, the VP Wealth Program Manager will develop a three-year roadmap. They will also build a program of initiatives to accelerate HarbourVest's digital transformation and grow the Wealth business. This will include assessing, measuring, and prioritizing business and operational processes to drive HarbourVest's transformation to digital ways of working and deploying technology solutions to automate processes. The VP, Wealth Program Manager will also implement a robust change management program that will be employed during projects to drive strong adoptions of new ways of working along with a post project health process to ensure that change has been successfully adopted and benefits are realized.**Vice President, Wealth Program Manager****The ideal candidate is someone who is:**Work with Wealth leadership to find opportunities to drive transformation through process improvement, automation, implementation of technology, and re-imagining of operational models Lead analysis of client and internal value chains to catalog business processes including identifying new processes based on unique business process requirements and develop business cases and execution plans for maximum impact of leadership roles in Wealth Management, Finance or Consulting, Asset Management experience is highly desirable but not Strong communication and stakeholder management experience Experience in enterprise transformation initiatives Experience in delivering multiple projects in parallel within a program Proficiency in using data and metrics to drive decision making and link operating performance to the firm's long-term objectives **Education Preferred** Bachelor of Arts (B.A) or equivalent experience **Experience** 10-15 years of proven experience in Financial Services or Consulting, preferably at a large institution. HarbourVest is an independent, global private markets firm with over 43 years of experience and more than $146 billion of assets under management as of June 30, 2025. Our interwoven platform provides clients access to global primary funds, secondary transactions, direct co-investments, real assets and infrastructure, and private credit. Our strengths extend across strategies, enabled by our team of more than 1,270 employees, including more than 230 investment professionals across Asia, Europe, and the Americas. Across our private markets platform, our team has committed more than $64 billion to newly-formed funds, completed over $66 billion in secondary purchases, and invested over $49 billion in direct operating companies. We partner strategically and plan our offerings innovatively to provide our clients with access, insight, and global opportunities.
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$144k-191k yearly est. 1d ago
Portfolio Compliance Associate
Cambridge Associates LLC 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:
As a unit of the Compliance Department, the Portfolio Compliance Associate is responsible for monitoring all portfolios managed by Cambridge Associates Outsourced Chief Investment Officers (OCIOs) for compliance with the firm and client's investment guidelines.
Job Description:
Primary Responsibilities
* Establishing a thorough understanding of client investment policy statements, the policies of Cambridge Associates and CA Capital Management
* Creating and maintaining appropriate Excel models to monitor portfolio compliance both pre - and post-trade
* Ensuring all transaction-based compliance issues are properly investigated, documented, and incorporated into monthly reports
* Assist the Portfolio Compliance Manager in proposing policy amendments to address identified risks and/or inefficiencies
* Working with other departments within the firm to complete various regulatory filings in a timely manner
Secondary Responsibilities
* Serving as a policy resource to members of the investment, legal, management and operational teams
* Providing coverage for absent Portfolio Compliance team members
* Staying abreast of industry trends through personal research, networking, and conference attendance
* Performing other ad hoc requests as assigned
Qualifications
* 1 - 3 years of relevant work experience within the financial services industry, preferably in an investment compliance or audit environment preferred
* Bachelor's degree in business, finance, or related field with a record of high academic achievement
* Advanced proficiency in Microsoft Excel
* Strong quantitative, analytical, and communication skills, as well as a keen attention to detail
* Familiarity with the major asset classes and their role in an investment portfolio
* Prior experience with Charles River, Bloomberg AIM, or Eze Castle compliance software is a plus, but not required
* Demonstrated problem solving skills, multi-tasking abilities, and sound judgment
* A demonstrated ability to work independently and as part of a team
Base salary range for this role:
Pay Range Minimum:
66500
Pay Range Maximum:
86500
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.
$140k-182k yearly est. 9d 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 5d ago
2027 Guggenheim Securities Investment Banking Summer Analyst - Boston Technology
Guggenheim Partners 4.2
Boston, MA job
We are seeking exceptional Analyst Interns to join our Investment Banking team in Boston. Analyst interns will join our highly collaborative team responsible for providing advisory services to private equity firms and corporate clients with an emphasis on sell-side M&A advisory engagements. The team focuses on high growth segments of the market, including Software and FinTech. Analysts will have the opportunity to work with colleagues across M&A advisory team, including Atlanta, Chicago, and New York.
Guggenheim offers an unparalleled opportunity to work as part of small transaction teams on major strategic assignments providing meaningful exposure to senior bankers and client representatives. Candidates should be top performers who are willing to work hard in an unstructured environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued. Our 10-week internship program is designed for students interested in pursuing a career in investment banking with an emphasis on M&A advisory. The program includes formal training, mentoring programs, networking and social events, community service events and a strategic advisory project that provide our interns with a unique experience and invaluable look into our culture and the investment banking business.
Interns become important members of our deal teams and work as a junior analyst on a variety of interesting strategic advisory assignments. You will have significant exposure to senior bankers and client representatives as well as the ability to create meaningful relationships with junior bankers.
In a client services business like ours, our team members are the product, the service and the offering. We will provide best-in-class Investment Banking training-formal and hands-on-as you develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more.
We are seeking highly motivated individuals with exceptional quantitative and communication skills looking to jump-start their career through hands-on training and experience at a growing firm. The Investment Banking unit will source most of its full-time analyst class from the internship program.
Essential Job Functions
* Support deal teams in developing, maintaining and using financial models
* Perform financial and valuation analysis such as discounted cash flow analysis, multiple valuation analysis
* Perform company and industry research and gain in-depth understanding of sector trends, client challenges and strategies in order to develop innovative and creative solutions for our clients
* Prepare client presentations and interacting with senior bankers, clients, lawyers and accountants
* Develop an in depth understanding of M&A deal processes
Preferred Qualifications
* Commitment to meet the demands of high volume and high-end client services
* Effective communicator - verbal, written and virtual
* Excellent analytical skills and attention to detail
* Strong interest in problem solving and client services
* Resourcefulness, intellectual curiosity, enthusiasm and a genuine interest in finance
* Desire to join a rapidly growing, entrepreneurial platform
* Demonstrable experience with Microsoft Excel, PowerPoint and Outlook
* Significant level of maturity and the ability to work under pressure as a part of a small team with top company executives and senior management
* Highly organized, with the initiative and ability to multitask and work with limited supervision on a team
Basic Qualifications
* Must be on track to receive a Bachelors, Masters or equivalent degree in December 2027 or Spring 2028
Salary Details
* A salary based on an annual rate of $110,000 per year.
* The base salary amount represents the anticipated salary for this position. Actual base salaries may vary depending on factors such as location and experience. The salary 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.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ******************************************* or ************.
$110k yearly Auto-Apply 10d ago
Intern
Cantor Fitzgerald 4.8
Boston, MA job
8-week internship program designed for current college students, undergraduate or graduate seeking a career in commercial real estate. Partaking in the program is intended to provide well-rounded knowledge of the commercial real estate business, across multiple service lines, as well as valuable professional skills, earned by working alongside talented professionals at Newmark's Boston office.
SKILLS, EDUCATION AND EXPERIENCE:
Current college junior, senior, or graduate level student
Detail oriented with excellent communication, presentation and organizational skills
Ability to problem solve
Ability to work creatively and collaboratively in a team
Intermediate knowledge of PC applications such as MS-Excel and MS-Word.
Salary: $14/hr. - $15/hr.
The hourly rate is between $14 and $15 per hour, and the anticipated annual base compensation range for this position will be $29,120- $31,200 inclusive of required overtime
Working Conditions: Normal working conditions with the absence of disagreeable elements.
Note: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
ESSENTIAL DUTIES:
Inputting and organizing data in IDEAL
Collaborate with brokers, clients and research department to gather data, such as sale and/or lease comparables and market leasing data/statistics
Assist in the development of presentations, proposals and offering memorandums
Provide effective and consistent customer service to clients, management and local staff
May perform other duties as assigned
$14-15 hourly Auto-Apply 2d 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.
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$134k-170k yearly est. 5d 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
Principal Full Stack Python Developer
Ngam Advisors, L.P 4.7
Ngam Advisors, L.P job in Boston, MA
Description Natixis Investment Managers is seeking dynamic and experienced Principal Full Stack Python Developer to lead our platform development to support Direct Indexing & Solutions business systems. This team is responsible for building and maintaining platforms that power direct indexing strategies, trade optimization, and scalable account management. As a member of the technical staff, you will lead the implementation of systems and collaborate closely with the portfolio managers and portfolio strategists, to deliver innovative solutions in the rapidly evolving space of direct indexing. This position can be located in either Boston, MA or San Francisco, CA. This is a hybrid position and does require employees to be in the office a minimum of 2 days a week (preferably Tuesday and Wednesdays).
What you will do:
Proficient in implementing applications to support Portfolio Management, Security Management and Operation systems.
Responsible for providing technical expertise in development and integration in the Team's current development framework.
Ensure high-quality software delivery through agile methodologies, CI/CD practices, and robust testing.
Collaborate with architecture and infrastructure teams to ensure scalability, security, and performance to manage rapid account growth.
Partner with Portfolio, Client Service and Operations teams to define and prioritize features. Develops comprehensive documentation for multiple applications for several corporate initiatives.
Establishes effort estimates for projects of moderate scope.
What you will bring:
Experience/Skills Required
Bachelor's degree in computer science or a related field.
8+ years of experience and 5+ years with senior level programming and architecting responsibility, preferably in financial services. Demonstrated experience in a senior or lead developer in application development.
Proficiency in Python, Python libraries and Python frameworks (e.g., Django, Flask, Pandas, NumPy).
Strong knowledge of front-end technologies (e.g., JavaScript, HTML, CSS).
Experience with databases (e.g., SQL, NoSQL) and data storage solutions.
Experience with version control systems (e.g., Git).
Understanding of RESTful APIs and web services.
Experience in using AWS services like SNS, SQS, CloudFormation, lambda.
Experience in deploying code on AWS platform.
Experience with build and deployment tools like Jenkins, Gradle and Maven.
Experience in Agile development methodology.
Experience in working with pre-Trading systems, Journal tool and Transition Analysis Tool
Performing code reviews for other team members and technical directions to the team members.
Exceptional verbal and written communication skills, with the ability to effectively interact with stakeholders, management, and technical teams.
Experience/Skills Preferred
Strong communication and teamwork abilities.
Attention to detail and a commitment to delivering high-quality software.
Knowledge of direct indexing, or tax-aware portfolio construction.
Familiarity with Vestmark (or related TAMP) a plus.
Experience in leading agile teams.
Previous experience in Java is a plus
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, please 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.
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.
In accordance with the California salary transparency law, the expected annual salary for this San Francisco, CA, United States-based position is $130,000 - $170,000. Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. However, annual pay if hired will be determined on an individualized basis.
$130k-170k yearly Auto-Apply 60d+ ago
Financial Planning & Analysis Intern
Cambridge Associates LLC 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:
Financial Planning & Analysis Internship
POSITION SPECIFICS
Location of position: Boston, MA
Required for application: Resume
Hours/Compensation: Interns are expected to work 40 hours per week from early June through mid-August. $22.50/hr
Financial Planning & Analysis (FP&A) Internship Program
Cambridge Associates (CA) is looking for a Financial Planning & Analysis (FP&A) Intern for its Finance department located in Boston, MA. The candidate must be actively enrolled in an undergraduate program at an accredited local College or University majoring in Accounting or Finance. Under the supervision of our FP&A team members, the candidate can expect to participate in data analysis, financial reporting, forecasting, budgeting and other ad hoc financial analysis requests.
Job Description:
Responsibilities:
* The candidate will support the FP&A team broadly and gain exposure to the full spectrum of analysis and reporting that is provided to business unit and firm leadership
* Activities and responsibilities will range from in-depth data analysis, building and updating financials, updating financial reporting packages, adjusting and reviewing monthly forecasts, participating in the budgeting process and participating in conversations with stakeholders (both within the Accounting & Finance and more broadly within the organization)
* Additional responsibilities may include ad-hoc requests as they arise and supporting other FP&A team objectives such as standardizing processes, documenting existing procedures and finding new and innovative ways to leverage the technology available (namely the Oracle environment).
Qualifications:
* Must be working towards a degree in accounting, finance, or a related field
* A high level of integrity, accuracy, dependability, enthusiasm, and confidentiality
* Proficient in Microsoft Office applications (Excel, Word, and PowerPoint)
* Ability to work 40 hours per week
* Must be authorized to work in the U.S. without Visa sponsorship
OUR CLIENTS, CULTURE & PEOPLE
Cambridge Associates is a global investment firm and aims to help clients implement and manage custom investment portfolios. We believe our clients come first. Our clients are the most compelling endowments, foundations, pensions, private clients and institutional investors around the globe. Ours is a long-term business with long-term client relationships. We bring a deep knowledge of portfolio management best practices to the clients we serve.
Cambridge Associates believes culture is central to your success and ours. Here, we celebrate the individual while we support global connectivity. At Cambridge, collaboration wins, kindness matters, and your success is our priority.
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.