- Wellington (Boston, MA)
- …for differentiated thinking and ability to problem solve effectively * Strong academic credentials; MBA and/or CFA (or equivalent) is preferred Not sure you meet ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Wellington (Boston, MA)
- …writing, PowerPoint, and Excel skills are required. + Bachelor's degree required; advanced degree ( MBA , CFA , etc.) is a plus but not required. Not sure you ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- M&T Bank (Boston, MA)
- …working effectively within a team environment **Education and Experience Preferred:** MBA (Master's degree in Business Administration) CFA (Chartered Financial ... **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting… more
- Eastern Bank (Boston, MA)
- …etc. **Training and Support** **Education and Experience** + Bachelor's degree is required; CFA is preferred; MBA is advantageous but not necessary. + At ... in monthly reviews of client accounts to ensure compliance with investment objectives and models; and coordinate and communicate with Relationship Managers,… more
- FM (Waltham, MA)
- …managers on periodic, ad-hoc, and special research projects + BA or BS required; MBA , CFA , CAIA or other advanced degree related to investments, economics, ... This is a senior role, working closely with the Portfolio Manager, External Investment Management - Public Markets, Senior PM's, Chief Investment Officer (CIO),… more
- Citigroup (Boston, MA)
- …of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other advanced degree a plus. + Requires advanced ... The Investment Counselor Principal is a strategic professional who...its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the… more
- Wellington (Boston, MA)
- …in a collaborative, team-based, results-oriented environment * Strong academic credentials, MBA / CFA preferred. **LOCATION** The Equity Research Analyst, SMID/Mid ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Wellington (Boston, MA)
- …travel; * Fiduciary and client oriented mindset; * Excellent academic credentials; an MBA / CFA or advanced degree will be viewed favorably. **LOCATION** The Fixed ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Wellington (Boston, MA)
- …would be additive; * Strong academic credentials: an undergraduate degree is required; MBA / CFA would be viewed favorably; * Strong analytical skills and an ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Wellington (Boston, MA)
- …Excellent business writing and Excel skills are required; and + Strong academic credentials; MBA and/or CFA (or equivalent) is a plus. **LOCATION** The Business ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more