- Wellington (Boston, MA)
- …Deal Teams, Investor Relations). The Fund Controller will report to the team's Manager of the Private Funds' Fund Control & Operations team. **RESPONSIBILITIES** - ... prepared by our third-party administrator, including: + Complex private portfolio company and/or private credit transactions + Waterfall and...accounting or finance; completion or progress towards a CPA, CFA , or MBA is strongly favored + 7+ years'… more
- Bank of America (Boston, MA)
- …and delivering strategic and tactical investment advice and in-depth guidance on portfolio strategies. The team delivers portfolio management solutions by ... and tools to deliver goals-based wealth management (eg, asset allocation and portfolio construction; all asset classes), and managing discretionary single asset and… more
- GE Aerospace (Lynn, MA)
- …billion of insurance company balance sheets, with a focus on the company's portfolio of alternative investments with ERAC. This role offers the opportunity to gain ... reviewing reports, updating valuations, and tracking performance metrics. + Support manager relationships across multiple asset classes and participate in meetings,… more
- Bank of America (Boston, MA)
- …to achieve competitive performance, while helping clients align their investment portfolio with their sustainability mission, objectives and/or values. The S2I team ... attribution reports, factor attribution and risk reports; contributing to portfolio commentary; interacting with broad base of internal constituents (field… more
- UMB Bank (Boston, MA)
- …Retirement Client Advisor generates new business opportunities and manages a customer portfolio defined in the business plan. This involves being the primary contact ... a book of business and building client relationships. + Partners with UMB Portfolio Management and Research to fully understand market narrative, manager … more
- Wellington (Boston, MA)
- …responsibilities include: + Meeting coordination between investment professionals and the manager 's clients to facilitate portfolio reviews and new business ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more
- Bank of America (Boston, MA)
- …and procedure, providing loan structure analysis and recommendations, and monitoring portfolio performance.The Sr. Credit Underwriter uses this client knowledge to ... Undergraduate degree in finance or accounting. + MBA or CFA preferred **Skills:** + Attention to Detail + Credit...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Boston University (Boston, MA)
- …analyses, providing timely updates to senior leadership. -Manages and leads a portfolio of special projects working directly with the Universitys academic and ... routine tasks and ad-hoc requests. Preferred Skills: + CPA or CFA certification(s) Benefits/Other Information: + Boston University's generous benefits package… more