- City National Bank (Boston, MA)
- * INVESTMENT CONSULTANT* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and ... net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting… more
- 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...+ Learning Agility: Lifelong learner. Progress towards/willingness to complete CFA /CAIA. + Passion for technology, risk, and portfolio construction:… more
- 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...program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence,… more
- CIBC (Boston, MA)
- …excellence, we provide clients with access to public and private market investment opportunities across asset classes, backed by deep expertise and a collaborative ... be doing** We are seeking a highly motivated Senior Investment Analyst to join our Private Equity and Venture...required. + Graduate degree in a related field or CFA designation, preferred. + 10+ years of relevant experience… more
- Eastern Bank (Boston, MA)
- …in monthly reviews of client accounts to ensure compliance with investment objectives and models; and coordinate and communicate with Relationship Managers, ... ensure the effective and efficient management of the Wealth Management Division's investment operations. Supports investment team by performing variety of… more
- 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...program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence,… more
- FM (Waltham, MA)
- …This is a senior role, working closely with the Portfolio Manager, External Investment Management - Public Markets, Senior PM's, Chief Investment Officer (CIO), ... with a primary focus on public equities investments with our external investment management partners. The assets under collaborative management would be $3Bil. or… more
- 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...program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence,… 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. Our ... investment solutions, tailored to the unique return and risk...degree required; advanced degree or relevant certifications (FRM, PRM, CFA ) preferred. Not sure you meet 100% of our… more