Investment Analyst Jobs in Newton, MA

Shape the future of finance by leveraging your expertise in Workday Financials to optimize processes, drive analytics, and support strategic initiatives. Collaborate with teams to design solutions tha...

Unlock potential by managing client relationships and fiduciary responsibilities. Engage with co-trustees and clients to interpret trust documents, ensure compliance, and support complex account manag...

Champion innovative clinical trials as a Sub-Investigator, enhancing research through virtual and in-person patient interactions, administering investigational products, and ensuring compliance with p...

Lead the charge in retirement plan document management, ensuring compliance and best practices are implemented across the firm's operations while training teams and advising on ERISA and Internal Reve...

Advance your career by overseeing regulatory filings and governance materials for fund clients, collaborating with the SEC, and leading projects in a dynamic environment. Join a team focused on compli...

Transform the finance function for a high-growth AI healthcare service in the US, ensuring payroll, compliance, and reporting are effectively managed while building in-house capabilities to support st...

Transform marketing compliance by reviewing and approving diverse advertising materials. Collaborate with teams to ensure alignment with regulations, enhance processes, and support the overall complia...

Oversee the strategic management of complex financial instruments, leading product innovation and execution for Diverse Asset classes. Enhance client partnerships while navigating market demands in a...

Take ownership of regulatory reporting and fund administration activities for over 300 funds. Validate, analyze, and streamline data collection while collaborating with internal teams and external par...

Join a team that's dedicated to client retention and risk management, focusing on generating revenue while handling credit operations with a moderate level of supervision. Build strong relationships t...

Analyze and support financial reporting processes, ensuring timely and accurate deliverables as part of a dynamic corporate accounting team. Engage with multiple functions to enhance accounting operat...

Shape the future of Private Equity by defining strategic platform goals, modernizing operations, and enhancing client services. Collaborate with cross-functional teams to drive innovative solutions an...

Drive growth and efficiency for managed account servicing, overseeing daily operations and ensuring optimal performance for institutional clients in the wealth management sector...

Analyze business processes to identify trends and drive operational improvements. Collaborate with teams to create data-driven reporting solutions and insights using SQL, Snowflake, and visualization...

Unlock potential by managing high-net-worth client relationships and delivering tailored financial strategies. Collaborate with specialists to grow your practice and enhance client experiences through...

Champion client success by enhancing wealth management practices for high-net-worth individuals. Manage relationships, deliver tailored strategies, and collaborate with internal teams to drive client...

Champion innovative project management solutions while leading cross-functional teams and driving strategic initiatives to enhance our Alternatives Fund Services. Play a pivotal role in defining proje...

Help us drive business growth by advising Private Equity investors and unlocking strategic opportunities in the SaaS & software sectors. You will lead projects, mentor future leaders, and maintain key...

Join a team that's committed to delivering comprehensive financial analysis and budget management. You will support various financial planning efforts, oversee capital and operational budgets, and ens...

Join a team that develops and executes marketing strategies to connect employees with financial support, leveraging insights to enhance engagement and drive growth within Employee Planning programs. Y...

Transform engagement by designing multi-channel marketing programs that connect employees' financial needs with tailored solutions. Collaborate cross-functionally to create impactful strategies driven...

Execute the acquisitions lifecycle for research resources, ensuring efficient processes through vendor communication, contract administration, and invoice management. Collaborate with the team to main...

Lead the charge in crafting an innovative institutional client experience event strategy, managing execution, and optimizing outcomes to drive client relationships and enhance brand impact in the fina...

Manage the development and execution of a comprehensive event strategy that enhances client relationships and drives measurable business outcomes in the institutional finance sector, while overseeing...

Shape strategic employee communications to keep colleagues informed, engaged, and connected. Drive initiative planning and execution, collaborating with teams to reinforce culture and promote recognit...