- City National Bank (Boston, MA)
- …and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based ... * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience...to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... Wellington Management Company, LLP is one of the world's largest independent investment management firms. With over US$1 trillion in assets under … more
- Eastern Bank (Boston, MA)
- …to ensure the effective and efficient management of the Wealth Management Division's investment operations. Supports investment team by performing ... proper management of client portfolios + Participate actively in Investment Team meetings ** Investment Operations Support** + Provides generalist assistance… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... portfolio management team. The role will entail investment management , risk management and...program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence,… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence,...Management is one of the world's largest independent investment management firms. We serve as a… more
- CIBC (Boston, MA)
- …relationship management and business development teams to provide sound investment management and advisory services. Furthermore, an entrepreneurial approach ... required. + Graduate degree in a related field or CFA designation, preferred. + 10+ years of relevant experience...years of relevant experience in private equity, venture capital, investment management , or consulting. + Direct experience… more
- M&T Bank (Boston, MA)
- **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment ... Responsibilities:** + Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. Articulate current and… more
- BlackRock (Boston, MA)
- …Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and ... the intersection of taxation and investing-thus "after-tax investing". The Investment Strategist explains the Aperio Direct Indexing quantitative investment… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... a minimum of 10 years of experience within the investment management industry (including consulting, independent audit,...degree required; advanced degree or relevant certifications (FRM, PRM, CFA ) preferred. Not sure you meet 100% of our… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... field; MBA, Masters, or a professional designation ( _e.g.,_ CFA ) is a plus + Minimum 3-5 years of...Management is one of the world's largest independent investment management firms. We serve as a… more