• Sr. Client Portfolio Manager

    Eastern Bank (Boston, MA)
    …CT Asset Allocation Committee guidance, helps set customized asset allocation across equities, fixed income , and other asset classes according to policy targets ... Contributes to research process with regard to asset allocation, portfolio construction, risk management, identifying relative value across sectors/regions and… more
    Eastern Bank (07/26/25)
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  • Senior Systems Analyst, Investor Support

    Wellington (Boston, MA)
    …to the firm's globally located investors across Asset Allocation, Commodities, Equity, Fixed Income , Macro Analysis and Risk Management. **RESPONSIBILITIES** + ... reports in the areas of research, valuation, risk management, portfolio analysis and portfolio construction + Respond...holdings, transactions, benchmarks, etc + Must have experience with Fixed Income and Derivatives. This is the… more
    Wellington (07/22/25)
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  • Senior Corporate Tax Accountant

    Ameresco (Framingham, MA)
    …upgrades that drive cost savings, resilience, decarbonization, and innovation. Our comprehensive portfolio is built to address the challenges of today and adapt the ... role you will contribute to many aspects of both income and indirect tax. This includes assisting with identifying...and local tax returns, and extensions. + Use BNA Fixed Asset Software to maintain tax depreciation reports and… more
    Ameresco (08/13/25)
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  • Research associate, Municipal Bonds

    Manulife (Boston, MA)
    The Fixed Income Research Associate will work primarily in the municipal bond universe, providing fundamental analysis of various credits. The Investment ... flow modeling and financial reporting analysis are essential. The Fixed Income Research Associate will assist senior...than one investment strategy team; foster relationships with various portfolio management teams to effectively do so. + All… more
    Manulife (09/24/25)
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  • Tax Manager - Tax Analysis & Debt Investments

    Deloitte (Boston, MA)
    …practices, we can assist with the complex tax and reporting needs of large portfolios of fixed income investments. Work You'll Do As a Manager in this group, you ... in accounting, finance, MIS, or related field required + Practical knowledge in fixed income financial products, income tax principles, debt instruments… more
    Deloitte (09/12/25)
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  • Senior Systems Analyst

    Wellington (Boston, MA)
    …implementation tools is a plus. + Familiarity with multiple asset classes (equities, fixed income , FX, derivatives) and investment data concepts such as ... and span nearly all segments of the global capital markets, including equity, fixed income , multi-asset, and alternative strategies. As a private partnership… more
    Wellington (08/13/25)
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  • Trust Reporting Analyst

    US Bank (Boston, MA)
    …required, perform portfolio compliance tests on a selection of structured fixed income deals (trade testing). Compile monthly, quarterly and annual payment ... the proceeds of which are used to buy a portfolio of collateral such as syndicated bank loans, corporate...Preferred Skills/Experience - Basic understanding of syndicated bank loans, fixed income securities, securitization, trading or mutual… more
    US Bank (09/24/25)
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  • Investment Strategy Analyst, Solutions Group…

    Wellington (Boston, MA)
    …and span nearly all segments of the global capital markets, including equity, fixed income , multi-asset, and alternative strategies. As a private partnership ... deliver outcome-oriented strategies by integrating diversified asset allocation, multi-manager portfolio design, robust portfolio construction, and sophisticated… more
    Wellington (07/17/25)
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  • Trader, Currencies

    Wellington (Boston, MA)
    …and span nearly all segments of the global capital markets, including equity, fixed income , multi-asset, and alternative strategies. As a private partnership ... Currency Trader to focus on execution of orders from portfolio managers across our global book of business with...to add value to client portfolios through collaboration with portfolio managers and analysts. The Trader will work collaboratively… more
    Wellington (09/29/25)
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  • Director, After-Tax Wealth Strategist & Investment…

    BlackRock (Boston, MA)
    …portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income , active equity, and multi-asset. We deliver world-class ... to clients and prospects, and supports clients with complex portfolio transition and construction problems involving risk, tax, and...Risk + Strong knowledge in the following areas: + Income tax strategies + Wealth transfer planning strategies +… more
    BlackRock (08/22/25)
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