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Fanning Personnel
Boston, MA, United States
•Set-up derivatives in the pricing and risk systems •Coordinate the review of daily market values •Prepare and review daily reports •Liaise between the firm's trading and operations teams •Support the firm's trade allocation, foreign exchange, and corporate actions processes •Respond to trading and investment related questions as well as assist wit
Job Source: Fanning PersonnelDELOITTE
Boston, MA
Position Summary Do you have the right skills and experience for this role Read on to find out, and make your application. Financial Services Investment Operations Risk Management Senior Consultant Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which include the design and implementation of busine
Job Source: DELOITTEDeloitte
Boston
Position Summary Financial Services Investment Operations Risk Management Senior Consultant Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which include the design and implementation of business strategies and product offerings, operating models or structural change management, technology and proce
Job Source: DeloitteFanning Personnel
Boston, MA, United States
• Post and reconcile trades, income collection and corporate actions. • Process and monitor account transfers. • Process cash receipts and manage cash utilizing established money market funds. • Process personal and charitable stock gifts. • Perform daily reconciliations of custody accounts. • Act as a backup to other members of the Operations
Job Source: Fanning PersonnelMount Holyoke College
Boston, MA, United States
Apply now Job no: 493841 Work type: Staff Full-time Location: Boston, MA Categories: Business/ Accounting/Finance, Institutional & Business Affairs Position Type: Staff Full-time Weeks per year: 52 Work Schedule: Monday through Friday,9:00 a.m. to 5:00 p.m. Department Summary & Job Purpose: The Mount Holyoke College Investments Office
Job Source: Mount Holyoke CollegeWellington Management
Boston, MA, United States
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative cult
Job Source: Wellington ManagementDivcoWest Properties
Cambridge, MA, United States
Founded in 1993, DivcoWest is a multi-disciplinary real estate investment firm headquartered in San Francisco, with offices in Los Angeles, Menlo Park, Cambridge, Washington DC, Austin, and New York City. Known for our long-standing relationships and track record of success in innovation markets, DivcoWest combines entrepreneurial spirit with an in
Job Source: DivcoWest PropertiesGlobal Atlantic Financial Group Opportunities
Boston, MA, United States
Position Overview: Serve as the Assistant Vice President overseeing the Investment Operations teams supporting Global Atlantic’s $25B Specialty Finance portfolio. The ideal candidate will be able to multi-task under pressure with minimal supervision. Experience managing multiple direct reports across multiple workstreams is a plus. Responsibiliti
Job Source: Global Atlantic Financial Group OpportunitiesBoston, MA, United States
CAREERS THAT CHANGE THE WORLD
OUR CULTURE
Cambridge Associates believes culture is central to your success and ours.
We believe in a vibrant, values-driven culture that is supportive, inclusive, and diverse. Here, we celebrate the individual while we support global connectivity. At CA, collaboration wins, kindness matters, and your success is our priority.
o We foster an inclusive and diverse environment that enables all individuals to engage and bring their full selves to work.
OUR CLIENTS
Cambridge Associates believes our clients come first.
Our clients are the most compelling endowments, foundations, pensions, private clients and institutional investors around the globe. We lock arms with them to meet and exceed their investment objectives, so they can change the world.
OUR PEOPLE
Cambridge Associates believes we do our best when you do your best.
At CA, we are only as successful as you are. We actively recruit and invest in the most dynamic and diverse talent and then empower you to succeed. By leveraging your unique skills, developing your individual career goals, and building a collaborative global community of connected, diverse individuals, we build a community that is stronger together.
But enough about us. Tell us about YOU
o Are you a bold individual seeking an opportunity to contribute to a value-based, collaborative environment in some of the most exciting cities around the globe?
o Are you eager to work for an organization committed to diversity, inclusion, sustainability, and Corporate Social Responsibility?
o Do you strive to work in an environment that encourages innovation and teamwork?
o Are you a thought leader who cares about making a difference in the world while contributing to an amazing culture?
o Do you value a challenging professional opportunity where you can leverage your skills, gain a valuable foundational in finance and investment, and build a long-term career development plan?
o Are you seeking a competitive salary a robust and comprehensive benefits program, and a variety of attractive benefits and perks?
Analyst, Investment Operations - Advisory
RESPONSIBILITIES
•Responsible for managing workflows and trade queues of alternative asset, mutual fund, ETF transactions and direct investments for multiple client relationships.
•Organize and prepare private fund transaction documents with precision and timeliness for client execution, ensuring compliance with firm policies and processes; resolve trade-related issues promptly.
•Interface directly with clients by building and maintaining outstanding relationships and providing superior client service in addressing their queries, requests and concerns.
•Monitor and action fund correspondence for client relationships in a timely manner.
•Provide transaction processing support to internal stakeholders, clients, fund managers and custodians.
•Verify completion of transactions and reconcile discrepancies with fund managers and custodians.
•Adhere to and maintain procedures and documentation of trade execution processes; remain current on new or evolving internal processes.
•Help to identify opportunities to reduce risk and increase scalability of existing processes through controls, procedures and technology enhancements.
•Take ownership of your professional growth by seeking out additional learning opportunities, attending relevant workshops, and staying up to date with industry trends.
QUALIFICATIONS
•1 to 3 years work experience, ideally in investment operations, preferably in alternative investment asset classes.
•Undergraduate degree in accounting, finance or business.
•Excellent MS Excel and Word skills are required.
•A team-oriented individual with strong interpersonal, organizational, communication skills, and attention to detail who can also easily pivot to working independently when required to do so.
•Ability to work in a fast-paced environment and manage multiple competing priorities within deadlines.
•Able to problem-solve to achieve positive outcomes.
Want to learn more?
Click HERE to learn more about how Cambridge Associates lives our firm values every day. (https://www.cambridgeassociates.com/about-us/firm-values/)
Click HERE to learn more about Cambridge Associates invests in diversity and inclusion. (https://www.cambridgeassociates.com/about-us/diversity-inclusion/)
Click HERE to learn more about our commitment to Corporate Social Responsibility. (https://www.cambridgeassociates.com/about-us/corporate-social-responsibility/)
EQUAL OPPORTUNITY EMPLOYMENT The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.
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Email Alert for Analyst, Investment Operations - Advisory jobs in Boston, MA, United States
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