- Wellington (Boston, MA)
- **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...agency or international financial institution (eg, the IMF, World Bank , central bank ) would be viewed favorably;… more
- Santander US (Mashpee, MA)
- …as defined on a quarterly basis + Maintain compliance with all applicable bank , broker/dealer, State and Federal regulations associated with the sale of ... investment and insurance products including Santander Policy Statement governing...leads to branch personnel for the sale of other bank products and services such as deposit accounts and… more
- CIBC (Boston, MA)
- We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... you'll be doing** As a Hedge Fund Portfolio Manager, you will perform investment research across all hedge fund strategies globally. You will be responsible for… more
- JPMorgan Chase (Boston, MA)
- …that empowers institutional asset owners and asset managers to make informed investment decisions. This role offers a unique opportunity to collaborate with industry ... leaders and drive success in the investment lifecycle. Be part of a global platform that...industry. **Job Responsibilities** + Represent the team and the bank at onboardings, service reviews, and due diligence meetings.… more
- Middlesex Savings (Westborough, MA)
- …Lending Group and Community Banking after closing. Ensures compliance with Bank policy, state and federal regulation. Performs any functions, within scope ... by appropriate authority level (Officer, Senior Officer, Board of Investment ). + Reviews and interprets all loan disclosures for...closing package. + Reviews all loans for adherence to Bank credit policy relative to rate, term, collateral, etc.… more
- Beth Israel Lahey Health (Charlestown, MA)
- …Finance organization and will be responsible for the Cash Management & Commercial Bank , Capital Markets, Debt & Financing teams. In this capacity, the Assistant ... Treasurer will oversee: Cash Management & Commercial Bank Responsible for the entire treasury operations and systems, banking structure and administration, bank … more
- MAPFRE Insurance (Webster, MA)
- …functions related to corporate cash utilization, operating and custodial investment account funding, banking and merchant relationships, cash reporting, forecasting, ... compliance, bank statement reconciliations, fee analysis and project participation for...and outflows to executive management to facilitate efficient long-term investment decisions. Manage all treasury functions requirements on internal… more
- Lincoln Financial (Boston, MA)
- …projects/initiatives in support of Lincoln's open and closed end fund investment products. They will develop and maintain relationships with Custodians and ... ongoing support of our open and closed end fund investment management. They will also lead internal enterprise resources...to provide their social security numbers, date of birth, bank account information or other sensitive information in job… more
- Santander US (Saugus, MA)
- …role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers ... targets and contribute to the overall success of the bank . Your primary goal is to enhance customer satisfaction...to enhance customer satisfaction and loyalty while supporting the bank 's growth objectives. * Achieve or exceed sales targets… more
- Citizens (Boston, MA)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... reviews of submitted new account, options, and margin applications; investment and insurance business, and independently decides on approving/declining submitted… more