A leading financial services company is seeking a Fund Accounting & Administration Officer in Boston, MA. This role involves supervising staff, managing client relationships, and overseeing financial documentation. The ideal candidate will possess a Bachelor's degree in Accounting or Finance and have 5-6 years of Private Equity experience. Strong critical thinking, communication, and organizational skills are essential. The salary range for this position is $70,000 - $115,000 annually, with participation in a comprehensive benefits program.
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$70k-115k yearly 4d ago
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Digital Asset AML Monitoring Lead Analyst
State Street Corporation 4.1
State Street Corporation job in Boston, MA
A leading financial institution in Boston seeks a Transaction Monitoring Lead Analyst. The role involves designing and deploying monitoring models for suspicious activities related to digital assets. Candidates should possess 3+ years of experience in suspicious activity monitoring and a Bachelor's degree in a quantitative field. This position offers competitive compensation and a comprehensive benefits program including 401K and insurance coverage.
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A leading financial institution is seeking a Market Executive in Boston to lead the Applied Technology team. The role involves building relationships with innovative companies in sectors like robotics and quantum computing. Responsibilities include business development and supporting founders in their growth while managing a smaller portfolio. Ideal candidates should possess over 12 years of account relationship management experience, strong communication skills, and licenses related to securities. The company offers a competitive rewards package and values diversity and inclusion.
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$69k-114k yearly est. 3d ago
VP, Alternative Fund Services & Accounting
Jpmorgan Chase & Co 4.8
Boston, MA job
A leading global financial institution is seeking a Vice President in Alternative Fund Services to lead a Fund Accounting team. You will drive excellence in operations and be pivotal in our initiatives involving a diverse client base. The ideal candidate will have over 10 years of accounting experience, comprehensive knowledge of hedge/private equity environments, and a strategic mindset. This role offers a dynamic environment where your leadership will significantly impact our client's success and business growth.
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$130k-186k yearly est. 3d ago
Broker-Dealer Submissions Specialist
Voya Financial, Inc. 4.8
Boston, MA job
A financial services firm in Boston is looking for a Customer Service Specialist. In this role, you will support registered representatives and clients with submissions-related inquiries. You will ensure forms are complete, provide expert advice on the submission process, and foster relationships with clients. Candidates should have 1-2 years of experience in customer service and a bachelor's degree. The position is on-site in Boston and offers competitive compensation and benefits.
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A leading financial institution is seeking a Senior Client Associate in Boston to provide dedicated support to Financial Advisors and clients. The role requires a Bachelor's degree and the ability to handle client onboarding, and interactions while delivering excellent service. Preferred skills include effective communication and proficiency in Microsoft Office tools. Competitive compensation and benefits are included, with a focus on diversity and inclusion in the workplace.
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$69k-103k yearly est. 2d ago
Private Banker VP - Wealth Strategy & Growth
Jpmorgan Chase & Co 4.8
Boston, MA job
A leading financial institution is seeking an experienced Private Banker to manage and enhance client relationships. This role requires over six years in Private Banking or Financial Services and the need for Series 7, 66, and Insurance licenses. Key responsibilities include advising clients on wealth management and generating new business through targeted relationships. Candidates should demonstrate strong sales success and a deep understanding of financial products. The position offers a chance to join a collaborative team in a fast-paced environment.
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$125k-163k yearly est. 3d ago
Senior Private Banker & Wealth Advisor
Jpmorgan Chase & Co 4.8
Boston, MA job
A leading financial institution seeks a Private Banker in Boston to manage client relationships and advise on wealth management. Candidates should have over ten years in Private Banking, strong sales success, and the required financial licenses or the ability to obtain them. The role involves working closely with clients to provide a tailored service that meets their needs and objectives. Excellent communication skills and a strong community presence are essential for success in this position.
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A leading financial services firm in Boston is seeking a Performance and Risk Analytics Associate to support institutional clients with advanced analytics throughout the investment lifecycle. This role involves representing the firm at client onboardings, conducting performance analyses, and building strong relationships within complex organizations. The ideal candidate has a Bachelor's degree in a relevant field and at least 10 years of experience in performance and risk analytics, alongside excellent communication skills. Opportunities to travel periodically for client engagements are also part of the role.
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$82k-130k yearly est. 3d ago
Market Executive, Technology, Middle Market Banking, Managing Director
Jpmorgan Chase & Co 4.8
Boston, MA job
Job Information
Job Identification 210596591
Job Category Relationship Manager
Business Unit Commercial & Investment Bank
Posting Date 02/11/2025, 11:17 PM
Job Schedule Full time
Job Shift Day
Job Description
You are customer focused, enjoy building relationships, leading teams, and providing financial advice to your clients. A role as a Market Executive on the Applied Technology team in our Innovation Economy business is for you.
As a Market Executive on the Applied Technology Middle Market Banking team, you will be responsible for growing and retaining profitable relationships within the dynamic Applied Technology sector. You will hire and direct team members in their business development efforts to grow and retain profitable banking relationships. In this role you will be expected to maintain a portfolio of your own while leading the banking team, however the portfolio size is typically smaller in recognition of management responsibilities. The Applied Technology team focuses on world changing technologies across robotics, space, quantum computing, and semiconductors, and you will support the growth of founders innovating at the intersection of hardware and software.
The Applied Technology team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
Demonstrate the ability to build a brand within your market that represents Technology banking as the āLeading Innovation Economy bank serving the best and most diverse clientsā
Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments
Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development
Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Champion a culture of innovation and a customer centric mindset
Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
Minimum of 12 years' account relationship management experience with a focus on business relationships
Understanding of Commercial Banking products and services with knowledge of the region
Ability to mobilize internal networks and resources
Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team with proficiency in building and maintaining positive client relationships
Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
Creative solution and problem solving abilities and excellent business judgment with the ability to multitask
FINRA Series 79, 63, 24 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
Bachelor's degree and formal credit training preferred
Strong technology experience; digital background preferred
Excellent organizational, influencing and interpersonal skills
Self-directed, proactive, and creative: use sound judgment and navigates ambiguity to get things done
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.
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$206k-363k yearly est. 3d ago
Product Management, Officer
State Street 4.1
State Street job in Burlington, MA
What we are looking for
As a leader in investment management technology solutions, Charles River continues to expand its offerings, specifically in the portfolio management / construction space. Reporting to Product Manager, Front Office for Product Management, you will help the workbench product specifically focused on handling client enquiries, solution client asks for ongoing implementation projects, discuss/understand new requirements and track product roadmap features. A successful candidate must have experience in fintech, front office/portfolio management related applications and experience dealing with client communications.
Why this job is important to us
The team you will be joining is a part of Charles River Development (CRD), that became a part of State Street in 2018. CRD creates enterprise investment management solutions for large institutions in the areas of institutional investment, wealth management, asset owner and alternative managers. We have created the first open front-to-back platform - State Street Alpha, that was launched in 2019. Join us if delivering next generation software solutions using emerging technologies sounds like a challenge you are up for.
What you are responsible for
o Working in a dynamic, fast-paced (agile) environment, apply expertise in specific product areas to deliver a high-quality product
o Gather requirements for the products -Research, document and prioritize product requirements
o Interact with clients: presenting new features, gathering feedback.
o Partner with development to implement and refine features
o Assist QA with feature validation
o Partner with the documentation team to ensure accurate and complete product documentation
o Provide client beta testing support
o Assist implementation and support to resolve escalated client issues
o Work with the product manager in understanding the market needs
o Prioritize and maintain the product backlog and items committed to forward roadmap by PM
What we value
These skills will help you succeed in this role:
o Ability to develop and deliver complex commercial software to demanding clients.
o Strong ability to drive results and execute amid ambiguity. The ability to innovate and problem solve is critical.
o Proven ability to successfully lead teams and functions with a track record of setting realistic yet challenging goals. Instills a strong sense of purpose while also developing a highly engaged team.
o Communicates, collaborates, and influences effectively with internal and external clients. Can articulate the product vision, roadmap, and capabilities in a clear, concise, and compelling way.
o Engages and energizes the product management/engineering organization to drive towards successfully meeting client and market needs.
o
Education and Preferred Qualifications
o Bachelor's degree in software engineering, finance or similar discipline
o 2+ years of experience within investment management line of business
o Good understanding of financial investment products across asset classes
o Understanding of investment management workflows and CRIMS highly desirable
o Prior industry experience with portfolio risk and analytics, either with risk vendor or an asset management firm
o Excellent communication skills (verbal and written), good interpersonal skills, ability to gather and understand requirements in the financial sector
o Proven organizational skills with attention to detail
o Strong analytical and problem-solving skills
o Flexibility with schedule and ability to work beyond regular business hours
o Demonstrated planning and scheduling skills
o Ability to work on multiple initiatives simultaneously and deal with the inevitable surprises that are part of a dynamic environment
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investments research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity, and Social Responsibility. We truly believe our employees' diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Salary Range:
$65,000 - $113,750 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit
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About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$65k-113.8k yearly Auto-Apply 7d ago
Investment Banking- United States - 2026 ReEntry Program
Jpmorgan Chase & Co 4.8
Boston, MA job
JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial & Investment Bank
The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Group Overview:
Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products.
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
$110k-200k yearly Auto-Apply 49d ago
Senior Real Estate & ATM Network Strategist
Jpmorgan Chase & Co 4.8
Boston, MA job
A leading financial services firm in Boston is seeking a Senior Transaction Manager to optimize real estate for branches and ATMs. The role involves market analysis, negotiation of leases, and collaboration with partners. With 10+ years in real estate and strong analytic and negotiation skills, you will drive strategy in a fast-paced environment. Travel up to 50% is required, and a Bachelor's degree is mandatory, with an MBA preferred.
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$90k-143k yearly est. 2d ago
2027 | Americas | Boston | FICC and Equities, Sales and Trading | Summer Analyst
Goldman Sachs Group, Inc. 4.8
Boston, MA job
About the program
Our Summer Analyst Program is a nine to ten week summer internship for students pursuing a bachelors / graduate degree. You will be fully immersed in our day-to-day activities.
As a participant, you will:
Attend orientation where you'll learn about our culture, as well as the benefits and responsibilities of being a member of the firm
Receive training designed to help you succeed
Have the opportunity to work on real responsibilities alongside fellow interns and our people
Each applicant has the opportunity to apply to up to 4 separate business / location combinations in any given recruiting year. Any additional application will be auto withdrawn. In order to apply to an additional opportunity, you must withdraw a current application that has not been turned down.
A single applicant should not create multiple email addresses to apply to additional opportunities
About the division
Global Banking & Markets (Public) / FICC and Equities (Sales and Trading) enables our clients to buy and sell financial products, raise funding and manage risk. We make markets and facilitate client transactions in fixed income, equity, currency and commodity products.
We make markets in and clear client transactions on major stock, options and futures exchanges worldwide. Through our global sales force, we maintain relationships with our clients, receiving orders and distributing investment research, trading ideas, market information and analysis.
Job Info
Job Category Summer Analyst
Locations Boston, Massachusetts, United States
Areas of the Firm Global Banking & Markets
Anaplan Salary Range Lower Limit 110,000
Anaplan Salary Range Upper Limit 110,000
Healthcare & Medical Services
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees' priorities.
Health
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-theāart onāsite health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature onāsite fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a preāapproved amount).
Benefits at Goldman Sachs
We offer onāsite child care centers that provide fullātime and emergency backāup care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of classāleading benefits our firm has to offer.
Learn More
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$82k-117k yearly est. 5d ago
Part Time (30 Hours) - Associate Banker - (New Build) - Saugus, MA
Jpmorgan Chase Bank, N.A 4.8
Saugus, MA job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Base Pay/Salary
Saugus,MA $22.50 - $27.60 / hour
$22.5-27.6 hourly 8d ago
Head of Technology Risk Oversight, Managing Director
State Street 4.1
State Street job in Boston, MA
Who we are looking for
It is an exciting time to join State Street Corporation (SSC) in the Enterprise Technology Risk Management (ETRM) organization. ETRM is responsible for thought leadership, oversight, monitoring, and advisement around the discovery and remediation of Technology Risk and Cyber Risks across the enterprise.
We are looking for an seasoned Technology Risk Leader with more than 15 years' experience in financial services and/or technology industry. The qualified candidate should be well versed in identifying, managing and monitoring technology risks across Technology Resiliency, Technology Change Management, Obsolescence, IT Asset Management and Technology Risks related to Third parties. The position interacts with all levels of management and senior level executives in IT viz. CTO, CIO, Chief Architect etc. Therefore, exceptional interpersonal and communication skills are required. Candidates must demonstrate strong initiative, be able to perform well under pressure and be capable of managing multiple and diverse assignments.
The successful candidate will report in to the Global Head of Technology and Cyber Risk, who reports directly into the Chief Risk Officer and lead a team of seasoned ETRM Technology Risk professionals to provide Second Line of Defense (SLoD) services to Global Technology Services First Line Organization. This role will require periodic communications with internal audit and regulators in the financial services domain and therefore, prior experience with regulators is strongly desired. Experience with Cyber and Information Security, Cloud Risk Management (AWS, Azure), Enterprise Architecture is a plus.
Why this role is important to us
ETRM plays an important role in the overall success of the organization and our mission is to establish a world class Technology Risk Management program that aligns business and technology risk to enable effective decision making. The organization is going through large transformations and you will lead key technology risk assessments on material projects and ensure the identified risks are being prudently managed. This position will also include providing thought leadership and support to both your peers in ETRM and your stakeholders in the business and corporate areas. You will need to periodically participate in meetings with our key regulators and provide support and advise to your stakeholders during regulatory exams and regulatory finding validations.
What you will be responsible for
Your mission is to act as the ETRM advisor to the IT organization and first line of defense (FLOD) control function on matters relating to the IT risk posture of State Street as benchmarked against applicable laws and regulations, rules, standards and best practices. More specifically, you will be:
Ensuring technology risks and non-compliance with internal and external standards are proactively identified, prudently managed, and effectively challenged
Identifying/assessing/monitoring risks and supporting FLOD in planning/executing controls and additional compensating controls
Participating in various risk governance forums and executing real time oversight and challenge
Monitoring technology risk appetite, reporting breaches, escalating exceptions and challenging risk acceptances
Providing an independent opinion on FLOD Technology risk management, recommending appropriate improvements
Participate in the adoption of the Enterprise Technology Risk Framework for technology processes
Interacting with the Enterprise Process Owners for the Technology Processes and foster deeper and integrated FLOD/SLOD relationships and embedded risk management
Communicate and drive effective implementation of ETRM risk management policies, framework, tools, guidelines and standards across the business ensuring technology risks are identified and managed effectively.
Provide strategic leadership, vision and on-going support to the First line of Defense (FLOD) and IT leaders regarding information technology best practices and trends
Advise IT and FLOD in prioritization of risks, risk initiatives, risk mitigation alternatives
Review and appropriately challenge technology risk decisions, direction, and initiatives under taken by the FLOD providing an independent voice to the risk management process
Provide support and advise to ETRM and your stakeholders for regulatory exams and regulatory findings
Collaborate with and support regional (APAC and EMEA ETRM) peers in matters related to technology risks
Deliver assigned ETRM services annual book of work (risk assessments, continuous monitoring, issues management, reporting etc) through the established risk leads within the team and engaging the ETRM India Service Center of Excellence
Utilize available Enterprise Risk and Operational risk management tools (NBPRA, MRI, RCSA, KRI's, Incident data, Loss event data) in conjunction with other environmental changes to proactively monitor the Technology control environment and identify and address potential weaknesses and/or gaps in a timely manner
Keep abreast of new products, services, technologies and applications as well as their respective impact on the organization's risk profile
Serve as a subject matter expert in technology risk, controls, compliance, best practices
What we value
These skills will help you succeed in this role
Collaborative
Ability to influence, obtain buy in and drive implementation of decisions
Strategic mindset linking multiple aspects and initiatives to drive a wholistic view of the risk and control environment
Excellent Communication skills
Leading and developing team
Being an effective mentor and coach
Ability to be a strong voice for review and challenge while continuing to maintain positive relationships with business stakeholders
An ability to be a leader within their team, as well as be a leader amongst your peers
Education & Preferred Qualifications
Minimum 15 years of experience in the financial, and or technology industries
This position requires interacting with āCā level suite, so superior communication, interpersonal, negotiation, presentation and intergroup skills are critical for success
Ability to translate technical issues into risk terms that business can understand is absolutely necessary
Experience with regulatory exams and responses is strongly desired
Advanced degree or undergraduate in technology disciple or equivalent
Thought leadership around technology risks a must
Experience in risk management, compliance or audit, including but not limited to experience in design & implementation of control frameworks
CRISC, CISSP, TOGAF, CCSK is appreciated but not mandatory
Working knowledge of industry and regulatory risk and control standards and frameworks - FFIEC, DORA, NIST-CSF, 800-53, COBIT, CCM etc is expected
Salary Range:
$170,000 - $282,500 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit
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About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$170k-282.5k yearly Auto-Apply 4d ago
Quant Researcher & Developer
Jpmorgan Chase & Co 4.8
Boston, MA job
JobID: 210670287 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $150,000.00-$224,000.00 Join Us at 55ip & Help the Wealth Management Industry Move Forward Working at 55ip means standing at the intersection of finance and technology-and at the cutting-edge of wealth management. We've been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation. Driven by strategic partnerships with world-class asset management firms, such as BlackRock and J.P. Morgan, we've experienced breakthrough growth over the last year. Today, over 110 financial advisor firms with $90 billion in assets (and counting) are using 55ip.
If we look a little different, it's because we are. We're entrepreneurs, product pros, investment scientists, and customer advocates who aim to deliver an exceptional experience-and have fun doing it. Like lots of companies, we've got a deep bench of smart, talented, creative people, but our superpower is something else: hustle. That extra push when others would quit, that new approach nobody else has tried, that ability to thrive at 30,000 feet or dig into the details-and to do it all with humility, empathy, and respect. As we enter an exciting new chapter as a separately-branded subsidiary of J.P. Morgan, we're looking for top talent-with hustle-to join us on our path to becoming an industry standard.
Overview
The 55ip Quant team is looking for a quantitative professional to research, implement, test, and maintain the core algorithms of its technology-enabled investment platform for large investment advisory (RIA) & wealth management firms. The ideal candidate has a background in optimization and statistical modules using software design constructs and tools. The candidate will be motivated, a problem solver, and an effective team player looking to make a significant impact in supporting research projects and who can grow as an independent researcher.
Responsibilities
* The end-to-end research, development, and maintenance of investment algorithms
* Contribute to development and maintenance of optimization models
* Take part in building out the research and development framework
* Thoroughly vet investment algorithmic results
* Contribute to the research data platform design
* Investigate datasets for use in new or existing algorithms
* Participate in agile practices
* Liaise with stakeholders to gather & understand the functional requirements
* Take part in research & code reviews
* Develop code using high quality standards and best practices, conduct thorough end-to-end unit testing, and provide support during testing and post go-live
* Support research innovation through the creative and aggressive experimentation of cutting-edge hardware, advanced analytics, machine learning techniques, and other methods
* Collaborate with technology teams to ensure appropriate requirements, standards, and integration
Requirements
* Experience in a quantitative role
* Proficient in Python, Git and Jira
* Professional experience with commercial optimizers (Gurobi, CPLEX) is a big plus
* Master's degree in computer science, computational mathematics, or financial engineering
* Excellent mathematical foundation and hands-on experience working in the finance industry
* Proficient in quantitative, statistical, and ML/AI techniques and their implementation using Python modules such as Pandas, NumPy, SciPy, SciKit-Learn, etc.
* An understanding of or exposure to financial capital markets, various financial instruments (such as stocks, ETFs, Mutual Funds, etc.), and financial tools (such as Bloomberg, Reuters, etc.)
* Experience in direct-indexing products is a big plus
* Strong communication (written and oral) and analytical problem-solving skills
* Strong sense of attention to detail, pride in delivering high quality work and willingness to learn
* Knowledgeable in SQL
* Agility: Able to shift gears and react quickly to timely requests
* Hustle: Self-motivated, proactive, responsive-ability to think strategically but also willing to dig into the details and tactics
About 55ip
55ip is a financial technology company whose purpose is to break down barriers to financial progress. Wealth management enterprises and financial advisors use 55ip's tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip's intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients. At the heart of the experience is 55ip's ActiveTax Technology, which includes tax-smart transitions, management, and withdrawals. 55ip is becoming the industry standard by connecting to platforms where advisors manage their client accounts, enhancing workflow and reducing the need to move the assets. More information is available at ******************
$150k-224k yearly Auto-Apply 60d+ ago
Senior Fund Accounting & PE Administration Associate
State Street Corporation 4.1
State Street Corporation job in Boston, MA
A leading financial services firm in Boston seeks a Senior Associate to manage financial reporting and fund performance analysis. Responsibilities include maintaining general ledgers, preparing financial statements, and performing analytical reviews of investment data. The ideal candidate should hold a CPA certification or be in pursuit of it, with strong organizational and communication skills. The role offers a salary range of $52,000 - $94,120, along with comprehensive benefits.
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You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as aCommercial Banker is for you.
As a Commercial Banker on the Healthcare, Higher Education & Non-Profit (HHN) Commercial Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Healthcare, Higher Education & Non-Profit.
The Healthcare, Higher Education & Non-Profit team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
Manage and develop relationships with non-profit clients whose annual revenue ranges from $50 million to $150 million.
Champion a culture of innovation and a customer centric mindset by serving as a Relationship Manager for HHN customers and prospects
Develop new, and deepen existing, HHN relationships by focusing on key commercial banking solutions (e.g. credit, treasury, liquidity) and partner with other lines of business and business segments (e.g. Public Finance, Asset Management, and Consumer Banking) to develop fulsome relationships for the firm
Stay current with HHN industry trends to identify opportunities for innovation or strategic partnerships and bring thought leadership to our HHN customers and prospects
Serve as an ambassador for the firm by bringing the full resources of JPMorgan Chase to our HHN customers and prospects (e.g. Corporate Responsibility, ESG, DEI)
Mentor junior members on the HHN team, including Analysts and Associates, to contribute to the long-term success of our business and to assist with talent development
Required Qualifications, Capabilities and Skills
5 plus years' direct lending or credit support related experience, with a focus on business relationships
Understanding of Commercial Banking products and services
Knowledge of the local market
Ability to collaborate with internal partners and resources
Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Sales management and business development skills
Preferred Qualifications, Capabilities and Skills
Bachelor's degree and formal credit training preferred
Excellent verbal, written and listening communication skills
Strong creative solution and problem solving abilities
Proficiency in building and maintaining positive client relationships
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.
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$78k-130k yearly est. 3d ago
State Street Enterprise Risk Management - Market Risk Internship - Summer 2026
State Street Corporation 4.1
State Street Corporation job in Boston, MA
The position is for a Market Risk Intern within the Global Market Risk Group, which is part of Enterprise Risk Management (ERM) . The Global Market Risk Group is responsible for risk oversight of State Street Markets trading businesses. State Street Markets engages in a variety of capital markets business activities, including sales and trading in foreign exchange markets and securities financing activities.
This position is for a self-motivated Market Risk Analyst with a strong technical and quantitative aptitude providing market risk oversight as part of the Market Risk team. The candidate will contribute to the establishment and maintenance of best practices and governance policies, pertaining to report compilation, data integrity, and distribution.
Key responsibilities:
* Support the Market Risk Team with reporting (daily, weekly, monthly, ad hoc) and general BAU functions
* Provide risk oversight & escalation for global FX trading business, including daily monitoring of market risk measures, trading activity and counterparty credit exposures.
* Develop framework for FX risk guidelines, limit structures, and other governance items.
* Real-time engagement with FX trading desk and senior management (CRO) to monitor current trading, hedging strategies and recognize market developments.
* Actively identify, evaluate, measure, communicate, enhance and enforce risk.
* Support in ad-hoc requests by senior management and the regulators
Skills:
* Technical: Excel, PowerPoint, Word. SharePoint is a plus. Python, VB/macro development also a plus.
* Soft skills: Attention to detail, organized, proactive, not afraid to escalate issues/ask questions
* Organizational: Good communication skills and the ability to follow a structured approach to work
What we do
State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we are making our mark on the financial services industry. For more than two centuries, we have been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance, and savings plans, among other benefits. You will have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We genuinely believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer.
Salary Range:
$41,600 - $65,000 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit ******************************************
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
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Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.