- Wellington (Boston, MA)
- …the ability to incorporate top-down perspectives such as sector and macro views. The investor will be able to consider those ideas through a highly analytical and ... flexibility and openness to continue learning, evolving and growing as an investor is required. **OTHER QUALIFICATIONS** A successful candidate should have the… more
- CIBC (Boston, MA)
- …and independent board, and annual 15C report. The employee will provide investor relationship support, assist with the all internal and external audits, and ... of alternative investments, security analysis and industry related expertise + Experience in investor relations is a plus _At CIBC, we offer a competitive total… more
- Deloitte (Boston, MA)
- …of estimated payment, withholding and composite tax calculations as well as investor packages + Researching and analyzing state tax legislation and assisting with ... impact on compliance and investor reporting process. + Assisting with tax consulting projects including tax planning, restructuring, and due diligence + Assisting… more
- JPMorgan Chase (Boston, MA)
- …internal investment initiatives + Prepare/Review of fund, share class, and investor allocations including calculations of management and performance fees/carry + ... Thorough knowledge of the hedge/PE Fund environments including accounting for investor allocations, share classes, and complex investment and securities processing +… more
- Grant Thornton (Boston, MA)
- …call and distribution processes, ensuring accurate tracking and reporting of investor activity. + Maintain investor capital accounts, including commitments, ... contributions, preferred returns, and carried interest. Analytically review monthly/quarterly investment and fund performance data + Take ownership of the NAV production and dissemination delivery + Prepare and review financial statements for funds + Work… more
- Grant Thornton (Boston, MA)
- …and distribution processes, ensuring accurate allocation of cash flows and timely investor communication. + Maintain and reconcile investor capital accounts, ... including tracking commitments, contributions, preferred returns, and carried interest. + Collaborate with external auditors and tax advisors to support year-end audits and K-1 preparation. + Lead and mentor a team of fund accountants, providing guidance,… more
- Wellington (Boston, MA)
- …and management reporting + Handle a broad set of responsibilities focused on investor cash flow and transfer agency oversight + Assist Business, Investor ... Relations, and Compliance teams, among others, providing information and data to respond to queries and performing ad hoc analyses based on the funds' or investors' activity + Develop and manage relationships with Wellington's centralized teams and external… more
- BJs Wholesale Club (Marlborough, MA)
- …also work cross-functionally with other teams across the organization including Investor Relations, Legal, Human Resources, Tax, and Financial Planning and Analysis. ... the preparation and review of the quarterly earnings release and support Investor Relations with quarterly deliverables, tie-outs, etc. + Assist the organization… more
- Sanofi Group (Cambridge, MA)
- …is a key part of what we do. We are looking for a team-oriented investor , who values a collaborative work environment, to help execute on SV's therapeutic investment ... will have broad exposure to company management teams, Sanofi R&D colleagues, investor conferences, and other resources that Sanofi Ventures utilizes to make… more
- Main Street Bank (Marlborough, MA)
- …origination and managing the pipeline in accordance to secondary market, private investor , private mortgage insurance, FHA, and Main Street Bank Portfolio policies, ... statements and Loan documents. standard mortgage documents, underwriting guidelines and investor policies and procedures WORKING CONDITIONS AND PHYSICAL EFFORT: The… more