Financial Planning and Analysis Manager
Senior finance analyst job in Boston, MA
Financial Planning and Analysis Manager (Workday Adaptive) - Hybrid
Don't miss this opportunity to manage and develop your own FP&A team at a rapidly growing organization!
We are searching for a FP&A manager at a fast-paced, rapidly scaling organization in the Boston, Massachusetts area. You will have the opportunity to manage and mentor a team of finance professionals and analysts and have ownership over the annual budget, monthly forecast, and variance analysis processes.
As FP&A Manager you will:
Model and forecast future scenarios and outcomes for the organization
Hold ownership over the company's budgeting, forecasting, and variance analysis processes
Mentor, manage, and develop your own global team of analysts
Drive process improvements and automations through Workday Adaptive
You need:
5+ Years of experience with FP&A and/or corporate finance
Experience working with Workday Adaptive Planning
To have worked in a cross-functional team that influenced senior stakeholders
Experience in financial modelling and budgeting
Strong analytical, organizational, and communication skills
This role is looking to be filled ASAP, so if you are interested in this position as a FP&A Manager with Adaptive Experience, apply now!
FP&A Business Analyst - Financial Systems (Contract)
Senior finance analyst job in Boston, MA
Industry: Financial Services (Insurance / Asset & Wealth Management)
Contract Type: Contract engagement
We are seeking an experienced FP&A Business Analyst to support a major FP&A Transformation programme within a financial services organisation. This role sits at the intersection of finance and technology, supporting initiatives that enhance, automate, and optimise financial planning, forecasting, and reporting processes. You will work closely with FP&A stakeholders, system transformation teams, and technical developers to ensure financial systems deliver accurate, timely, and decision-ready insights for leadership. This is a hands-on contract role requiring strong financial acumen, systems thinking, and prior experience in financial services environments.
Key Responsibilities
Analyse FP&A projection processes including forecasting, variance analysis, and scenario modelling to identify automation and efficiency opportunities
Gather, document, and validate business and system requirements in collaboration with FP&A and technical teams
Develop and execute test plans, test cases, and UAT, with a strong focus on financial data accuracy and controls
Partner with finance teams to ensure data integrity, consistency, and governance across planning and reporting systems
Challenge existing FP&A workflows and propose practical improvements to forecasting accuracy and operational efficiency
Act as a liaison between FP&A users and technology teams, managing priorities and ensuring clear communication
Support the design and delivery of financial dashboards, KPIs, and management reports
Required Experience & Skills (Must-Have)
5-10+ years' experience in FP&A, financial systems, or business analysis roles
Bachelor's degree in Finance, Accounting, Information Technology, or a related field (or equivalent experience). An Advanced degree (MBA or similar) is advantageous but not required
Mandatory experience within the Financial Services industry, ideally:
Insurance (Life & Annuities)
Asset Management
Wealth Management
Strong understanding of FP&A processes, including forecasting, projections, scenario analysis, and variance reporting
Experience working with financial planning systems (e.g., Hyperion, Anaplan, Adaptive Insights, or similar)
Strong analytical skills with the ability to assess complex financial processes and recommend improvements
Excellent communication skills, with the ability to translate between finance and technical teams
Advanced proficiency in Excel and PowerPoint
Valid work authorisation to work in the United States is required
Candidates must have Financial Services domain experience and valid US work authorisation.
Nice to Have
Experience supporting large-scale financial system transformations
Familiarity with financial dashboards, KPIs, and executive reporting
Contract & Eligibility Information
This is a contract role
Valid US work authorisation must be in place at the start of the engagement
No contractor benefits are provided
Company-issued equipment will be supplied
Engagement is aligned to a long-term financial systems transformation programme
Finance Manager
Senior finance analyst job in Framingham, MA
Finance Manager, TJX
The Opportunity: Contribute To The Growth Of Your Career.
At TJX, our Finance organization assists with leading all areas and brands with strategic ad-hoc analysis on some of our most business-critical initiatives, along with leading critical reporting to help executives drive strategic decisions. As a manager, you will be relied on to think critically, analyze effectively, and communicate efficiently as you lead a team responsible for driving forward multiple strategic, time-sensitive projects.
Members of our Finance organization are looked upon as strategic minded leaders responsible for understanding and communicating vital information to help drive our organization forward for continued growth.
Your Impact:
Partner with different areas of our business to provide financial analysis and strategic recommendations to our CFOs and senior leadership teams
Manage & Mentor a team of Analysts / Senior Analysts to ensure effective, efficient, and accurate forecasting, financial planning, and recommendations, along with training and professional development
Oversee financial updates to CFO, COO & President, including developing / maintain of annual and long-range budget models
Develop & deliver presentations for senior leadership on critical initiatives and recommendations
Drive annual and long-range budgeting processes
Lead team on projects and new business critical initiatives
Build and maintain sophisticated financial models to support brand and corporate decision making
Collaborate cross functionally with other areas of TJX such as Supply Chain, Marketing, Real Estate, Merchandising, etc.
Potential Projects:
Develop 1, 3 and 5-year strategic financial plans and budgets
Capital Investment Decision Process - evaluate projects to determine if they meet return on investment criteria, as well as support the long-term growth of the business
Real Estate - provide store pro-forma analysis and other property evaluations for the company
Store Performance - analyze operational efficiencies and expense controls to ensure profit is optimized in each location
Marketing Campaigns - partner with Marketing to evaluate advertising and media campaigns
Merchandising Initiatives - evaluate inventory management/merchandising initiatives
Executive presentation preparation and critical metric performance reporting
Who We Are Looking For: You.
5+ years of experience in areas such as Management Consulting (i.e. Strategy), Financial Advisory (i.e. Deals, M&A, Capital Markets) and/or Corporate Finance (i.e. FP&A)
Prior experience leading others in a dynamic, fast paced environment
Excellent analytical and quantitative skills with an ability to deliver insights, recommendations, and results concisely and effectively to senior level leadership
Excellent communication and interpersonal skills, both verbal and written
Comfortable partnering closely with executive management
Demonstrated proficiency with Microsoft Office applications with strong Excel skills
Ability to prioritize projects, work on multiple engagements and constantly evolving assignments in a team environment
Benefits include Associate discount; 401(k) match; medical/dental/vision; HSA; health care FSA; life insurance; short/long-term disability; paid holidays/vacation /sick/bereavement/parental leave; EAP; incentive programs for management; auto/home insurance discounts; tuition reimbursement; scholarship program; adoption/surrogacy assistance; smoking cessation; child care/cell phone discounts; pet/legal insurance; credit union; referral bonuses. All benefits are subject to applicable plan or program terms (including eligibility terms) and may change from time to time. Contact your TJX representative for more information.
This position has a starting salary range of $101,700.00 to $132,200.00 per year. Actual starting pay is determined by a number of factors, including relevant skills, qualifications, and experience. This position is eligible for an annual incentive as well as long-term incentives.
Senior Analyst- Asset Management
Senior finance analyst job in Boston, MA
Davis is a vertically integrated real estate investment, development and management firm that leverages five decades of experience, the strength of its leadership team and employees and a diversified portfolio to deliver maximum value for its investors and tenants. Headquartered in Boston and investing across the United States, Davis prides itself on taking a nimble, collaborative approach to delivering best-in-class results from complex opportunities. With $12.8 billion in gross asset value invested through real estate equity, debt and fixed-income securities, Davis today owns a real estate portfolio of approximately 15.2 million square feet of healthcare and life science, industrial, retail, office and hospitality properties and more than 5,800 residential units across the United States. For further information, visit *************************
Role & Responsibilities:
Specific responsibilities include:
• Provide support across all three verticals; Multifamily, Industrial, and Science & Technology, while allowing for specialization based on prior experience and the evolving needs of the business.
• Integral point-person that coordinates and communicates with various departments in order to execute the asset-level business plan and implement actions to create value.
• Assist senior Asset Management team professionals by conducting financial analyses on portfolio operations, including creation of cash flow, hold/sell and distribution models using ARGUS and excel.
• Assist in tracking investment performance.
• Writing, preparing and assembling Investment Committee memos with input from senior members of Asset Management team and the Vertical.
• Monitor the performance of existing investments and identify potential areas of concern or opportunity.
• Prepare quarterly valuations and reports by updating model assumptions, inputting property-level activity, and completing investor reports.
• Assist team members in dispositions or refinancing processes.
• Maintain databases, record, and assist Investor Relations in completing portfolio management activities.
• Conduct market research, data mining, and collect competitive property transaction information.
• Ensure complete and well-organized property files are maintained on Sharepoint for each Investment, including (but not limited to) weekly tracking reports, budgets, fully executed lease files, third party reports, etc.
• Prepare ad hoc analysis, documentation, and briefs for review by more senior team members.
• Assist with organizing, refining, and implementing the valuation process.
• Participate actively in the assigned Vertical - contributing to annual business plan preparation and regular investments analysis.
• Other responsibilities and requirements as required by manager or company.
Skills & Qualifications:
• Bachelor's Degree and a minimum of 2-5 years of real estate experience, with a preference for experience within the various asset classes.
• Understanding of commercial real estate industry (supply/demand, revenue and expense drivers, forecasting, reporting, leasing and marketing).
• Ability to create detailed financial models demonstrating exceptional proficiency with Excel; proven comprehension of complex analyses (e.g. different debt structures, ground leases, waterfalls, etc.).
• Ability to synthesize information, create structure for analyses, draw informed conclusions, and present to senior leaders.
• Ability to solve practical problems and manage multi-variable situations with limited standardization.
• Exceptional written and oral communication skills, with acute attention to detail.
• Project management skills and the ability to multitask and prioritize workload efficiently and effectively with little direction.
• Experience managing complex capital/redevelopment projects for an ownership group preferred.
• Ability and willingness to travel up to 20% of the time.
Compensation & Benefits:
Salary Range: $110,000 - $117,500
Compensation will include a bonus and an attractive benefits package.
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), national origin, age (40 or older), marital status, sexual orientation, gender identity/expression, citizenship, real or perceived disability or handicap, genetic predisposition, veteran status, and/or any other protected category in accordance with applicable federal, state or local law
VP, Financial Consultant - Cambridge, MA (Hiring Immediately)
Senior finance analyst job in Cambridge, MA
Regular
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Investment Professionals' Compensation | Charles Schwab
At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.
Schwabs branch team is at the heart of our firms commitment tohelping clients own their financial futures. In this exciting role, youllgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll alsohavethe ability totake charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, youll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
Whats in it for you
At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Senior BA/PM - Insurance - Contract!
Senior finance analyst job in Boston, MA
Title: BA/PM
Rate: 75-80 hr/W2 (more if CTC)
Start: asap
This is an immediate need!
Required:
-Solid PM or BA skills
-Experience with Property/Casualty Insurance (understands underwriting)
BA/Customer facing
Collaborative
Self Initiating
Agile
Ensure resources are allocated appropriately.
Stakeholder Engagement: Work closely with cross-functional teams, including IT, operations, and business units, to gather requirements, provide updates, and manage expectations.
Tool Customization: Collaborate with vendors and internal technical teams to identify enhancements to the workflow tool to meet specific business needs.
Training & Support: Develop and execute a training plan for end-users to ensure smooth adoption. Provide ongoing support and troubleshoot issues as they arise.
Change Management: Develop and implement a change management plan to drive user adoption and minimize resistance.
Senior Accountant - Financial Reporting
Senior finance analyst job in Chelmsford, MA
Senior Accountant, Financial Reporting - Real Estate - $85k - $100k
Roessel Joy has partnered with a start-up real estate company in Chelmsford, MA who is seeking to bring on a Senior Accountant to join their financial reporting team. The ideal candidate for this position is someone with strong financial reporting experience and a background leveraging Yardi.
Responsibilities of the role:
Complex financial reporting of residential properties
Flux analysis, budgeting, forecasting, budget versus actuals, etc.
Direct support to CFO and Director of Finance
Assist with upcoming Yardi implementation
Create reports for month and year end
Qualifications of the role:
3+ years accounting and/or finance experience
Strong Yardi experience, preferably through an implementation
Bachelor's degree in Accounting or Finance
Finance Analyst Intern - Summer 2026
Senior finance analyst job in Boston, MA
Program Dates: June 1 - August 7, 2026 is $26 per hour This is a Boston based opportunity with a 4 day in office expectation (Monday - Thursday) with 1 day remote (Friday) At this time, Wayfair will not sponsor applicants for employment authorization for this position for the following work visas: STEM OPT EAD, H-1B, H-1B1, E-3, O-1, J-1, or TN
Who We Are:
Do you like distilling complex problems into actionable solutions? Are you able to quantify costs, understand their business impact, and communicate the tradeoffs? Do you want to use data to identify key opportunities and drive multi-million dollar investment decisions for Wayfair's various business segments? The Strategic Finance team owns all forecasting and financial reporting for our growing global business and acts as a strategic partner to each of our business units to ensure we are supporting Wayfair's growth while also making sound financial decisions for the business. We are a diverse and fun crew - come join us!
What You'll Do:
* Prepare financial analyses/models to support leadership decision making
* Support ad-hoc analytical requests both from finance and stakeholder teams
* Identify key performance indicators (KPIs) across the business, communicate variances over time, and partner with senior leaders to drive improvements
* Automate dashboards and monthly reporting materials (including historicals & forecast) for leadership meetings through Google DataStudio and Looker
* Learn and develop in a hands on environment where you will be owning / supporting projects and receive frequent feedback and coaching
What You'll Need:
Basic Qualifications:
* Currently pursuing a Bachelors in Finance, Economics, Business or Analytics with the expectation that degree will be obtained between December 2026 and Summer 2027
* Minimum GPA of 3.0
* Must be returning to the course of study following completion of the internship
* Authorization to work in the United States without visa sponsorship by Wayfair now or in the future. Visa sponsorship includes the following work visas: STEM OPT EAD, H-1B, H-1B1, E-3, O-1, J-1, or TN
* Proficiency in working with large and/or complex data to drive actionable insights in at least 1 of the following (a) Excel or Google Sheets and (b) SQL, GBQ, or an equivalent
Preferred Qualifications:
* Interest in a Finance role that is strategy focused
* Ability to work in an environment that requires being a self starter and team player
* Ability to simplify complex data, identify core themes, and provide actionable solutions (e.g., critical thinking & problem solving skills)
* Detail oriented and enjoys tackling new challenges
* Ability to effectively communicate both to leadership within the Finance team and stakeholder teams
* Strong comfort level and appetite to use AI in daily workflower teams
Why You'll Love Wayfair:
Wayfair was selected as a top 100 Internship program for 2025 by Yello & WayUp! We take pride in delivering a best in-class experience! Our 10-week summer internship program is designed to give you a feel for what it would be like to work at Wayfair as a full-time employee. You'll be assigned real projects and contribute directly to your team's goals and objectives.
Throughout the Internship Program, we provide interns with the opportunity to engage in social and community building activities including:
* A calendar of intern events including social networking, professional development and a leadership dialogue series
* Formalized mentorship program along with an assigned reporting manager for impactful professional development and feedback
* Skills-based training
* Dialogue events with senior leaders to provide a holistic view of all functions at Wayfair
* Coffee chat opportunities for interns to get to know one another
* Volunteer opportunities
* Intern-wide innovation project designed to teach interns skills for handling ambiguous business problems
* Intern Appreciation Day celebration
* Events throughout Boston which allow interns to explore what the city has to offer including a Red Sox game, and Boston Harbor boat cruise.
Purpose & Inclusion at Wayfair:
At Wayfair, we pride ourselves on fostering an environment where every individual experiences a fair and equitable employee journey. We are committed to developing targeted resources that raise awareness around inclusion and eliminate barriers, ensuring Wayfair provides a fair and inclusive workplace experience for everyone.
Social Impact & Responsibility:
At Wayfair, we focus on helping people on their journey to home - specifically those who have lost their way from home. We do this by leveraging our best assets, such as collaborating with leading nonprofit organizations, coordinating in-kind product donations, empowering our employees to get involved through paid volunteer time off programs, and encouraging our customers to donate. This multi-faceted approach allows us to support communities in need in authentic ways that align with Wayfair's broader mission of helping everyone, anywhere create their sense of home.
Assistance for Individuals with Disabilities
Wayfair is fully committed to providing equal opportunities for all individuals, including individuals with disabilities. As part of this commitment, Wayfair will make reasonable accommodations to the known physical or mental limitations of qualified individuals with disabilities, unless doing so would impose an undue hardship on business operations. If you require a reasonable accommodation to participate in the job application or interview process, please let us know by completing our Accomodations for Applicants form.
Need Technical Assistance?
For more information about applying for a career at wayfair, visit our FAQ page here.
About Wayfair Inc.
Wayfair is one of the world's largest online destinations for the home. Whether you work in our global headquarters in Boston, or in our warehouses or offices throughout the world, we're reinventing the way people shop for their homes. Through our commitment to industry-leading technology and creative problem-solving, we are confident that Wayfair will be home to the most rewarding work of your career. If you're looking for rapid growth, constant learning, and dynamic challenges, then you'll find that amazing career opportunities are knocking.
No matter who you are, Wayfair is a place you can call home. We're a community of innovators, risk-takers, and trailblazers who celebrate our differences, and know that our unique perspectives make us stronger, smarter, and well-positioned for success. We value and rely on the collective voices of our employees, customers, community, and suppliers to help guide us as we build a better Wayfair - and world - for all. Every voice, every perspective matters. That's why we're proud to be an equal opportunity employer. We do not discriminate on the basis of race, color, ethnicity, ancestry, religion, sex, national origin, sexual orientation, age, citizenship status, marital status, disability, gender identity, gender expression, veteran status, genetic information, or any other legally protected characteristic.
Your personal data is processed in accordance with our Candidate Privacy Notice (***************************************** If you have any questions or wish to exercise your rights under applicable privacy and data protection laws, please contact us at *********************************.
Easy ApplySenior Investment Operations Analyst
Senior finance analyst job in Waltham, MA
**Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners. These owners, who share the belief that the majority of property loss is preventable, represent many of the world's largest organizations, including one of every four Fortune 500 companies. They work with FM to better understand the hazards that can impact their business continuity to make cost-effective risk management decisions, combining property loss prevention with insurance protection.**
**Summary:**
FM Investment Operations supports the investment activity of the Investment Team across asset classes, including both internally and externally managed portfolios, multiple investing entities, and various vehicle types including mutual funds, Collective Investment Trusts, Hedge Funds, Private Funds, as well as separately managed accounts.
Investment Operations is seeking a highly motivated and detail-oriented **Senior Investment Operations Analyst** to play a lead role in supporting and expanding FM's Order Management System ("OMS") life cycle. OMS support and expansion consists of researching new market trading opportunities, counter-party management, aggregate and segregate portfolio compliance, along with various related activities.
The ideal candidate will leverage their experience within investment operations, including counterparty management, regulatory compliance and risk management exposure, strong technical proficiency, and eagerness to optimize processes to provide exceptional support to the continued growth and evolution of FM's investment management infrastructure.
This role requires excellent communication and organizational skills, strong problem-solving abilities, and the ability to thrive in a small team environment where individual and small group collaboration are critical.
**Schedule & Location**
This position is an exempt, full-time office-based position in Waltham, MA and Boston, MA.
**_Internal Portfolio Support_**
+ Analyze, maintain and remedy daily post-trade processing and reconciliation for equity and fixed income trades, ensuring timely matching, settlement, and updates to core systems (e.g., Bloomberg AIM).
+ Facilitate onboarding and ongoing engagement with trading counterparties to ensure seamless trade execution and connectivity.
+ Support the expansion of trading instruments in developed and emerging markets.
**_Compliance Monitoring_**
+ Expand the compliance and monitoring structure through daily, weekly, and monthly portfolio oversight and internal reporting through Bloomberg AIM or other available resources.
+ Configure and maintain compliance rules within Bloomberg AIM, ensuring thorough testing, documentation, and adherence to change management protocols.
**_System Setup & Maintenance_**
+ Set up and maintain accounts and assets within core systems for both internally and externally managed portfolios.
+ Oversee data integration processes including start-of-day (SOD) position reviews and ongoing updates of non-custodied assets within core systems.
**_Process Optimization & Automation_**
+ Collaborate with team members and external parties to identify and implement opportunities to streamline operational workflows and activities to improve efficiency and reduce risk.
**_External Manager Oversight_**
+ Support reconciliation and oversight of external manager trading activity and performance data, ensuring accuracy and consistency across systems.
**_Reporting & Documentation_**
+ Maintain ownership of various internal reporting deliverables and support monthly/quarterly management reporting processes.
+ Ensure key processes and controls are well documented, maintained and where applicable enhanced, ensuring a high degree of operational transparency and audit readiness.
**_Project & Initiative Support_**
+ Participate in cross-functional projects and strategic initiatives aimed at enhancing investment operations capabilities and infrastructure.
**Required Work Experience**
+ 5-10 years of experience in investment operations, preferably within an institutional asset management or insurance company setting, consisting of an OMS and Trade Compliance focus.
+ Strong understanding of post-trade processing and settlement across various markets and asset types.
+ Strong technical proficiency and experience, preferably working with database development.
+ Previous experience and exposure to portfolio accounting requirements and deliverables, highly desired.
**Required Education**
+ Bachelor's degree in Finance, Economics, Accounting, or related field.
**Required Skills**
+ Excellent analytical, organizational, and communication skills.
+ Desired experience in leading transition management initiatives intra and inter-departmentally.
+ Ability to proactively work individually and collectively in a small team-oriented environment.
The hiring range for this position is $117,280 - $168,600 annually. The final salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FM's comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more.
FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.
Investment Operations Senior Analyst
Senior finance analyst job in Boston, MA
About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit ***********************
POSITION OVERVIEW
The Investment Operations Analyst will help support $190bn+ in assets across various asset classes, including fixed income, illiquid credit, asset backed securities and real assets. The individual will focus on supporting these asset classes through a variety of functions outlined below:
* Develop a broad understanding of all asset classes invested in by Global Atlantic
* Support day-to-day reviews of investment guideline compliance reports
* Assist with ongoing automation efforts
* Launch of new sidecar compliance processes
* Help respond to client inquires
* Run ad-hoc analysis / scenario-based testing for our Investments Team
QUALIFICATIONS
* Bachelor's degree with 0-2 years of relevant experience preferred (for recent college graduates, bachelor's degree in Economics, Finance, Accounting, or a related field)
* Understanding of Fixed Income asset
* Interest in finance/investments, with basic accounting knowledge. Interest in operational, accounting, and legal aspects of investments.
* Strong analytical and problem solving skill set
* Ability to work with Portfolio Managers and senior management
* Excellent communication and interpersonal skills to work in a fast paced, team environment
This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
Global Atlantic EEOC Statement
Global Atlantic is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
The base salary range for this role
$72,000-$136,800 USD
Privacy Statement
Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to *****************
Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.
Easy ApplySr Analyst, AI Enablement Strategy - Liberty Mutual Investments
Senior finance analyst job in Boston, MA
The Company
Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate.
Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises.
LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best.
Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI
This is a range posting between a Sr. Analyst and Associate position and level will be determined by hiring team based on experience.
The Position:
We are seeking an AI Enablement Strategy Senior Analyst to join LMI, reporting to the Director of the AI Collective, to help shape the AI strategy of a globally invested, multi-strategy investment firm. In this role, you will help define and execute our AI enablement strategy, drive curiosity driven experimentation, and foster culture change that empowers our investment business units. You will translate AI capabilities into strategic initiatives, ensure secure and ethical deployments, and measure impact against business objectives.
Responsibilities:
Strategy & Governance:
Help build the AI adoption roadmap, governance framework, and success metrics alongside AI Collective and GIS leadership.
Stakeholder Enablement:
Lead cross functional workshops, perform needs assessments, and advise teams on AI best practices.
Experimentation:
Plan, launch, and iterate quick turn pilots that surface scalable, high value use cases.
Curiosity & Tool Proficiency:
Showcase hands-on experimentation with GenAI tools; articulate how they work, where they break, and how you've used them in prior projects.
Capability Building:
Create playbooks, training, and self-service resources to raise AI literacy across the organization.
Project Management:
Maintain detailed project plans, track adoption KPIs, and brief senior leadership on progress.
Risk & Compliance:
Partner with Technology, Compliance, and Legal to deliver secure, ethical, and scalable AI solutions.
Qualifications
5+years in asset management or financial services, with hands-on work in AI strategy, analytics, or digital transformation.
Demonstrated passion for curiosity-driven experimentation and can speak to personal GenAI projects, favorite tools, and lessons learned.
Practical knowledge of modern AI platforms, large language models, and MLOps concepts.
Proven ability to manage complex, multi stakeholder projects from ideation through rollout.
Excellent written and verbal communication skills; adept at translating technical concepts for diverse audiences.
Bachelor's degree required; advanced degree a plus.
About Us
Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.
At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve.
We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: ***********************
Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.
Fair Chance Notices
California
Los Angeles Incorporated
Los Angeles Unincorporated
Philadelphia
San Francisco
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Auto-Apply(2027 Bachelor's/Master's graduates) Accounting/Business/Finance Consulting Analyst/Associate Intern (Summer 2026)
Senior finance analyst job in Boston, MA
If your background is in Accounting, Business, or Finance, learn more about internship opportunities at Charles River Associates!
Charles River Associates is a leading global consulting firm that provides economic, financial, and business management expertise to major law firms, corporations, and governments around the world. CRA advises clients on economic and financial matters pertaining to litigation and regulatory proceedings, and guides corporations through critical business strategy and performance-related issues. Since 1965, clients have engaged CRA for its combination of industry experience and rigorous, fact-based analysis that provide clients with clear, implementable solutions to complex business concerns.
Practices seeking to hire candidates with this profile include (hiring locations listed):
Finance (Chicago, Boston)
Our Finance experts work on valuation issues (shareholder class actions and other corporate valuation disputes), as well as matters focused on the functioning of financial markets and institutions (alleged market manipulation and insider trading).
Forensic Services - Forensic Accounting (Boston, Chicago)
Our Forensic Services practice uses cross-trained forensic professionals to assist companies and their counsel in independently responding to allegations of fraud, waste, abuse, misconduct, and non-compliance.
Intellectual Property (Houston, New York)
Our Intellectual Property team provides expert witness testimony regarding economic damages as well as non-litigation consulting services including valuation and compliance for all types of intellectual property to assist clients in achieving their strategic and financial objectives.
Learn more about our work by reviewing our Services and Industries on our website.
Position Overview
Our Summer Analyst/Associate Internship program mirrors the analyst experience to give you an understanding of our business and experience project work at Charles River Associates. Throughout the 8-10 week program, Analyst/Associate Interns work alongside senior colleagues to deliver live client consulting projects within the practice area. Along the way, you'll benefit from professional development and wellness support programs, social events to connect you with peers and a collegial work environment. Successful interns will be offered a full-time position following graduation.
During the internship program, you may work on many aspects of a project:
Work alongside, and in a collaborative environment with, talented and diverse colleagues, including PhD-trained economists, finance and accounting professionals (CFAs and CPAs), and valuation experts;
Conduct economic and industry research while analyzing client materials to build an understanding of a case's issues;
Perform/develop financial and economic analyses or valuation models to support case theories and present those results to colleagues and clients;
Program, build models, and perform regression analyses using languages such as Excel, Stata, R, Python, SQL, or SAS;
Investigate accounting irregularities and respond to allegations of fraud, misconduct, waste, and abuse;
Use your accounting and financial skills to prepare analyses of financial data, including financial models, for litigation and expert reports and testimony;
Investigate and analyze financial evidence, including financial records and transactions, to identify trends and anomalies, and clearly and concisely organize and summarize your findings;
Leverage your database skills to effectively analyze large data sets;
Communicate with team members, clients, and other professionals, to share investigative and analytical findings, and assist with the drafting of written reports to summarize procedures performed and findings.
Check out our blog about
a typical day at CRA
and how you can make an
impact
!
Desired Qualifications
Bachelor's or Master's degree candidates graduating in December 2026/Summer 2027 with an academic focus in Accounting, Business, Finance, or a related area;
Solid working knowledge of finance, accounting, and economic methodologies;
Command of a broad range of research and quantitative analysis skills (including strong Excel skills);
Familiarity with generally accepted accounting principles, corporate governance, and regulatory environments;
Experience in gathering, standardizing, and analyzing voluminous transactional data;
Experience in data analysis and intelligence gathering, including querying and mining large data sets to discover transaction patterns, examining financial data, and filtering for targeted information;
Curious and analytical thinkers who bring creative approaches to non-standard problems;
Effective written and oral communication skills;
Demonstrated high level of initiative and leadership;
Strong teamwork and collaboration capabilities;
Excellent time management and task prioritization skills;
Clear and demonstrated interest in consulting through coursework, work experience, activities, or attendance at CRA recruiting events.
To Apply
To be considered for a position in the United States, we require the following:
Resume - please include current address, personal email and telephone number;
Cover letter - please describe your interest in CRA and how this role matches your goals. Also, please note if you have interest in a particular practice and/or a location preference;
Transcript - may be unofficial.
If you are interested in applying for one of our international locations, please visit our Careers site to view and apply for available jobs.
Please also note that candidate resume review will commence October 15, and continue on a rolling basis until positions are filled.
Career Growth and Benefits
CRA's robust skills development programs, including a commitment to offering 100 hours of training annually through formal and informal programs, encourage you to thrive as an individual and team member. Beginning with research and analysis skill building, training continues with technical training, presentation skills, internal seminars, and career mentoring and performance coaching from an assigned senior colleague. Additional leadership and collaboration opportunities exist through internal firm development activities.
We offer a comprehensive total rewards program including a superior benefits package, wellness programming to support physical, mental, emotional and financial well-being, and in-house immigration support for foreign nationals and international business travelers.
Work Location Flexibility
CRA creates a work environment that enables our colleagues to benefit from being together in the office to best deliver on our promise of career growth, mentorship and inclusivity. At the same time, we recognize that individuals realize a range of benefits when working from home periodically. We currently ask that individuals spend 3 to 4 days a week on average working in the office (which may include traveling to another CRA office or to a client's location), with specific days determined in coordination with your practice or team.
Our Commitment to Equal Employment Opportunity
Charles River Associates is an equal opportunity employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, status as a protected veteran, or any other protected characteristic under applicable law.
The city of New York, the District of Columbia, and the state of California require CRA to include a good-faith estimate of the wage range for this role. This range is specific to individuals applying to work in our New York, California, and Washington DC offices and considers several factors including but not limited to experience, education level, and expertise. A good-faith estimate of the base wage range for this role is $30 - $36 per hour; actual total compensation may also include benefits and bonus.
Auto-ApplyFinancial Analyst Intern, application via RippleMatch
Senior finance analyst job in Boston, MA
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent.
About RippleMatch
RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers.
Requirements for the role
Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field.
Basic understanding of financial concepts, including financial modeling, valuation, and analysis.
Proficiency with Excel and experience with financial analysis software and tools.
Strong analytical skills, with the ability to interpret financial data and generate insights.
Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines.
Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members.
Attention to detail and a commitment to accuracy in financial reporting and analysis.
Eagerness to learn and adapt in a fast-paced environment.
Initiative to take on projects and a proactive approach to problem-solving.
Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.
Auto-ApplySenior Investor Services Analyst
Senior finance analyst job in Boston, MA
The Senior Investor Services analyst is an integral individual within the Gen II operations team. The role requires meticulous attention to detail, as well as strong time management and organizational skills that thrive in a fast-paced, deadline driven environment. The candidate will primarily be responsible for providing Investor Services functions to the Gen II sponsors and client service teams.
Primary Responsibilities Will Include
Acknowledge, review and/or respond to client inquiries in a prompt manner while coordinating with internal and external teams, as needed.
Review and/or process investor on-boarding documentation (Subscription, Tax, and AML documentation)
Review and/or process subsequent investor activity and changes to investor static data (Partner transfers, name changes, contact and wire instruction updates)
Review and/or maintain investor records across multiple internal and external systems
Review and/or prepare ad-hoc, monthly, quarterly, annual reporting, and capital activity notices for sponsor funds and investors
Review and/or prepare investor audit confirmations and monthly recurring deliverables
Disseminate and/or review fund & investor correspondence (capital call, distribution, partner capital statement and other sponsor communications) across various investor portal platforms
Track incoming capital call wires and prepare capital distributions payments across various client accounts
Progressive responsibilities to include training of less experienced associates, and first level review of deliverables
Ensure all work is completed in line with the service level agreement
Liaise with the client service team to ensure efficient and excellent client service experience for Gen II's sponsors
Ensure deliverables are executed in line with Gen II best practices, policies, and procedures
Participate in special projects
Operate efficiently in a deadline-driven, high volume, and everchanging environment
Qualifications and Skills
Bachelor's degree, degree in Business Administration or Economics is a plus
2-4 years' experience in the financial services Industry
Proficiency with Microsoft 365
Private Equity or Hedge Fund Investor Services background a plus
Demonstrate strong customer service/client relationship skills
Ability to manage multiple tasks and projects with differing deadlines
Impeccable attention to details
Excellent verbal and written communications
Experience with Investor Portals (Intralinks/Investment Café/Allvue/InvestorVision) a plus
Experience with Allvue CRM a plus
The salary range for this position $70,000-$95,000, in addition to a discretionary bonus and comprehensive benefits package. Please note that the actual salary offer within that range will depend on the candidate's experience level.
Work Arrangement
All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of two (2) days a week in our office and three (3) days remotely.
About The Company
Gen II Fund Services, LLC is one of the largest global independent private equity fund administrators, administering over $1 trillion of private capital on behalf of its clients with 14 offices across the US, Canada and Europe. Gen II offers private fund sponsors a best-in-class combination of people, process, and technology, enabling fund sponsors to effectively manage their operational infrastructure, financial reporting, and investor communications. The Gen II team is the most experienced and longest tenured team in the private equity fund administration industry, with broad expertise across buyout, funds of funds, real estate, energy, infrastructure, credit, co-investment, hybrid funds, feeder funds, venture capital, retail, and managed accounts.
Key Facts:
Administering over $1T in assets
Servicing nearly every significant investor in the asset class
Institutional grade infrastructure and SSAE 18 (SOC-1, Type 2) certification, ensuring confidence in our processes and operating model
The most experienced and best performing team in the industry
https://gen2fund.com/candidate-privacy-statement/
Financial Analyst Internship Summer 2026
Senior finance analyst job in Framingham, MA
TJX Companies
At TJX Companies, every day brings new opportunities for growth, exploration, and achievement. You'll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. Whether you're working in our four global Home Offices, Distribution Centers or Retail Stores-TJ Maxx, Marshalls, Homegoods, Homesense, Sierra, Winners, and TK Maxx, you'll find abundant opportunities to learn, thrive, and make an impact. Come join our TJX family-a Fortune 100 company and the world's leading off-price retailer.
Job Description:
What you'll discover during a Summer Internship at TJX:
Opportunity to make an impact and contribute to a specific team
Volunteer, executive-led speaker series, and networking events
Challenging, collaborative, team-based environment
Inclusive culture where all Associates feel welcome, valued, and engaged
Career growth opportunities - with successful completion of this experience, you may be presented a future offer to return to TJX!
Hybrid work model
- housing benefits for those who qualify
What you'll do:
Our Finance Department prepares and owns the reporting, trend, and ad hoc analysis to all areas of our business. While each group has their own area of expertise, they are all looked upon as leaders with vision, responsible for understanding and communicating the data that drives our organization and makes us a global leader.
Opportunities are available across a variety of Corporate Finance areas including Business Planning & Analysis and Financial Control.
As a Finance Intern, your responsibilities may include:
Hands-on training to facilitate learning with guided mentorship
Group project in collaboration with other interns to analyze and evaluate business opportunity
Contributing to business strategy
Identifying and evaluating ongoing profit-generating opportunities
Providing business and analytical project support for critical finance initiatives
Collaborating with experienced financial professionals to manage and execute projects to be used in developing TJX strategy
Performing your own analysis projects
Working cross functionally within other areas of TJX, such as Store Operations, HR, Real Estate, and Marketing
Creating and presenting projects, reports, and communications for Senior Management
Who we are looking for:
We are looking for students who are highly motivated self-starters and who possess the ability to prioritize effectively, be proactive and flexible, and demonstrate a strong bias for action in a fast-paced, professional environment.
Key Qualifications:
Current juniors or sophomores
Students pursuing a bachelor's degree in Finance, Accounting, or Economics (other majors may be considered)
Genuine interest in a Corporate Finance career
Additional qualifications include:
Strong communication skills
Ability to work in a team setting as well as individually
Experience working with numbers
A high level of curiosity
Strong quantitative and analytical skills
Detail oriented
Proficiency in Excel (i.e., pivot tables, charts, v-look up, etc.)
What to expect from our interview process:
Learn more about TJX by attending virtual recruiting events
Virtual one-way interview (HireVue)
Virtual behavioral interviews
Offer to join TJX and Welcome to the TJX Family!
With our corporate office located in Framingham, MA, reliable transportation is required as TJX is not easily accessible to public transportation. A variable work schedule is part of the role based on the needs of the business.
This position has a starting pay range of $23.50 to $25.50 per hour. Actual starting pay is determined by a number of factors, including relevant skills, qualifications, and experience.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
In addition to our open door policy and supportive work environment, we also strive to provide a competitive salary and benefits package. TJX considers all applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, gender identity and expression, marital or military status, or based on any individual's status in any group or class protected by applicable federal, state, or local law. TJX also provides reasonable accommodations to qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local law.
Address:
550 Cochituate Road
Location:
USA Home Office Framingham MA 550 Cochituate Rd
Strategic Corporate Financial Analyst
Senior finance analyst job in Spencer, MA
Our award-winning client is seeking a Strategic Corporate Financial Analyst to join their team. Our client is a purpose-driven leader in coated and laminated films and adhesives, with a global reach and a rich history of innovation. We offer a dynamic work environment where you'll gain exposure to three distinct businesses and have the chance to shape the future of the Holdings company.
Responsibilities:
Utilize your spreadsheet expertise to build complex financial models, conduct in-depth analyses, and support strategic decision-making.
Collaborate with internal stakeholders, including family members, to ensure financial health and support business growth initiatives.
Continuously learn and develop your expertise through ongoing training and access to industry resources.
Required Qualifications:
Bachelor's Degree in Accounting, Finance, or Business (required).
1 to 5 years of relevant work experience (prior experience in private equity or investment banking a plus).
Strong analytical and problem-solving skills with a keen eye for detail.
Excellent communication skills to present complex financial information clearly and concisely.
Proficiency in financial modeling, including pro forma statements and advanced Excel functions.
Experience with a General Ledger System and financial reporting software (preferred).
Ability to work independently and as part of a team in a fast-paced environment.
Commitment to a high standard of safety and adherence to company policies.
The client offers a competitive compensation package, generous benefits, and the opportunity to make a lasting impact in a dynamic family-owned company.
Senior Investment Operations Analyst
Senior finance analyst job in Waltham, MA
Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners. These owners, who share the belief that the majority of property loss is preventable, represent many of the world's largest organizations, including one of every four Fortune 500 companies. They work with FM to better understand the hazards that can impact their business continuity to make cost-effective risk management decisions, combining property loss prevention with insurance protection.
FM Investment Operations supports the investment activity of the FM Investment Team across asset classes, including both internally and externally managed portfolios, multiple investing entities, and various vehicle types such as separate accounts, mutual funds, CITs, hedge funds, and private funds.
We are seeking a highly detail-oriented and proactive Senior Investment Operations Analyst to support the continued growth of our externally managed portfolio, playing a lead role in coordinating the onboarding and set-up of new managers, supporting ongoing transaction activity and capital movements, as well as providing detailed cash forecasting and oversight. The ideal candidate will take a collaborative and hands-on approach to driving efficient execution of these activities, developing strong working relationships both internally, as well as with our key service providers and external investment managers, ensuring proactive, concise, and transparent communication.
This role requires excellent organizational skills, deep experience supporting investment activity across multiple vehicle types including both public and private assets, and the ability to thrive in a small, collaborative team environment.
**Schedule & Location**
This position is an exempt, full-time office-based position in Waltham, MA and Boston, MA.
**External Manager Onboarding & Lifecycle Support**
- Lead operational onboarding of external managers across FM investment portfolios, including separate accounts and pooled fund types (mutual funds, CITs, hedge funds, private funds, etc.)
- Interface with external managers, administrators, transfer agents, and custodians to establish accounts, prepare subscription documents and related KYC information, and coordinate detailed funding mechanics through completion ensuring seamless execution.
- Lead bi-weekly internal onboarding meetings, track action items, and provide proactive weekly updates to ensure transparency across workstreams.
- Support ongoing administrative aspects related to the external portfolio including KYC updates, maintenance, and provision of contact lists, authorized signers lists, etc.
- Assist in operational due diligence of external managers in collaboration with senior Investment Operations team members.
**Cash Forecasting & Reconciliation**
- Support daily cash forecasting and reconciliation processes, integrating internal and external portfolio activity with FM operational flows to produce actionable forecasts for senior management.
- Drive enhancements to the cash forecasting process through automation, improved data integration, and robust quality controls.
**Capital Activity Oversight**
- Provide ongoing support for capital call and distribution activity across FM's private investment portfolio, coordinating with external service providers to ensure timely execution of transaction activity.
- Ensure accurate setup and maintenance of new private investments within FM's core systems and service providers.
**Reporting & Controls**
- Contribute to monthly and quarterly management reporting deliverables.
- Maintain and enhance documentation of procedures and internal controls.
- Participate in team projects and strategic initiatives.
**Required Work Experience**
- 5-10 years of relevant investment operations experiences supporting multi asset class investments including privates market investments.
- Deep knowledge of investment operations across various asset, account, and vehicle types and related transaction processes.
- Hands-on experience supporting private asset portfolios including capital call and distribution processing.
**Required Education**
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
**Required Skills**
- Exceptional attention to detail and organizational skills.
- Strong communication and problem-solving abilities.
- Ability to manage multiple priorities and collaborate effectively across teams.
- Proven team player comfortable working in a small, dynamic team environment.
The hiring range for this position is $117,280 - $168,600 annually. The final salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FM's comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more.
FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.
Investment Operations Senior Analyst
Senior finance analyst job in Boston, MA
About Global Atlantic
Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit ***********************
POSITION OVERVIEW
The Investment Operations Analyst will help support $190bn+ in assets across various asset classes, including fixed income, illiquid credit, asset backed securities and real assets. The individual will focus on supporting these asset classes through a variety of functions outlined below:
Develop a broad understanding of all asset classes invested in by Global Atlantic
Support day-to-day reviews of investment guideline compliance reports
Assist with ongoing automation efforts
Launch of new sidecar compliance processes
Help respond to client inquires
Run ad-hoc analysis / scenario-based testing for our Investments Team
QUALIFICATIONS
Bachelor's degree with 0-2 years of relevant experience preferred (for recent college graduates, bachelor's degree in Economics, Finance, Accounting, or a related field)
Understanding of Fixed Income asset
Interest in finance/investments, with basic accounting knowledge. Interest in operational, accounting, and legal aspects of investments.
Strong analytical and problem solving skill set
Ability to work with Portfolio Managers and senior management
Excellent communication and interpersonal skills to work in a fast paced, team environment
This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
Global Atlantic EEOC Statement
Global Atlantic is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
The base salary range for this role $72,000-$136,800 USD
Privacy Statement
Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to *****************
Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.
Auto-ApplySenior Analyst, Direct Lending - Liberty Mutual Investments
Senior finance analyst job in Boston, MA
The Company
Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate.
Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises.
LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best.
Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI
The Position
LMI is actively searching for a Senior Analyst to join the Direct Lending team. This individual will be an integral member of the leveraged financed platform within the Global Credit Markets business. Dedicated to the Direct Lending strategy, this Senior Analyst will have responsibilities that provide for significant ownership of the end-to-end private credit investment process including sourcing, underwriting and ongoing portfolio monitoring of private loans.
Responsibilities:
Contribute as an integral member of the team to invest in private debt financings across the capital structure, with an emphasis on unitranche, first lien, and second lien loans
Support the investment process from start to finish, working closely with Team Leaders and Credit Research to conduct company and industry research, develop investment recommendations, and to manage loan positions post-closing of the initial investment
Contribute to the preparation of the investment committee memorandums (complete with financial projections) and support Team Leaders in the presentation of the team's investment recommendations to internal investment committees
Assist Team Leaders in the evaluation, structuring, and negotiation of economic and legal terms at both the term sheet stage and during final documentation
Actively monitor the performance of existing investments and maintain relationships post-close with key investment participants, including the Borrower / Sponsor and Agent; provide detailed updates to team members during scheduled portfolio reviews and as needed on an ad-hoc basis
Collaborate cross-functionally with additional LMI teams including Legal, Finance, Accounting and Risk Management to execute transactions and manage the portfolio
Engage externally with other market participants (e.g. other direct lenders and buyside investors, bankers, advisers, and third-party consultants) as part of the overall investment process
Support relationship coverage with private equity firms across the lower, middle, and large market, as well as other deal sources to help meet the team's origination targets
Qualifications
3+ years of experience, including a minimum of 1+ years in investing, preferably within the direct lending / private credit space
Previous experience in underwriting and monitoring credit investments
Proven ability to interact with, assess, and build relationships internally as well as externally, with Borrowers, Sponsors and other market participants
Previous experience with credit agreement documentation and/or other relevant legal documentation
Ability to identify company, industry, and market risks and opportunities, and to evaluate risk mitigation strategies
Excellent communication skills (written and verbal) with an ability to clearly articulate relevant key learnings and insights derived during the due diligence process
Self-starter with a willingness to be flexible and take on additional responsibilities depending on the needs of the business
Strong academic credentials and a demonstrated track record of successful work experience
Proven ability to work collaboratively in team environments
About Us
Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.
At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve.
We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: ***********************
Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.
Fair Chance Notices
California
Los Angeles Incorporated
Los Angeles Unincorporated
Philadelphia
San Francisco
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Auto-ApplySenior Analyst, Investment Accounting
Senior finance analyst job in Boston, MA
About Global Atlantic
Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit ***********************
POSITION OVERVIEW
Global Atlantic is seeking a candidate to join the Investment Accounting COE team and support the review of the reconciliation between Clearwater and GL ensuring accuracy, integrity and adequate substantiation of the investment balances supporting the GAAP and STAT Investment Controllership areas within Investment Accounting.
This individual would be required to bridge the operations and the accounting for investment activity to support the accounting and reporting. This position will also support cross functional initiatives related to process enhancements and redesign related to achieving concurrent and consistent delivery of investment results across multiple basis.
Responsibilities include, but are not limited to:
Assist with the preparation of investment-related reconciliations for US GAAP and statutory reporting purposes
Support the Investment Accounting team with the clearing and reconciliation of investment-related transactions processed in various financial subledgers
Team with Investment Accounting third-party service providers and finance-wide stakeholders to ensure timely clearing and proper recognition of investment-related transactions in the general ledger
Support monthly monitoring and substantiation of investment-related suspense accounts
Provide support for audit requests
Assist with ad-hoc projects as needed
QUALIFICATIONS
BS in Finance, Accounting, Economics, Business, or a related major. CPA, MBA preferred
4+ years relevant professional experience in Investment Accounting with experience in reconciliation and general ledger processes or Investment Operations
Strong understanding of investment accounting principles under US GAAP and STAT
Excellent computer skills, including MS Excel, knowledge of Hyperion query tools (FCC, Essbase), Peoplesoft platforms and data analysis tools is a plus.
Strong focus on process improvement and automation and analytical skills
Ability to successfully handle competing priorities and multiple deliverables
Experience with Clearwater Analytics or similar investment accounting platforms preferred
Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office.
Global Atlantic's base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic's total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives.
The base salary range for this position is $80,000-$110,000.
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This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
Global Atlantic EEOC Statement
Global Atlantic is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
The base salary range for this role $59,000-$112,200 USD
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Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.
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