- Manulife (Boston, MA)
- …after implementation to ensure solutions meet defined requirements and business goals. + Training & Support: Develop training agendas & content. Provide ongoing ... and technical reports. Qualifications: + Proven experience as a CRM administrator, analyst or similar. + Strong understanding of sales and data platform capabilities… more
- Beth Israel Lahey Health (Boston, MA)
- …a job, you're making a difference in people's lives.** The Sr. Financial Analyst , Research applies the principles of research accounting within assigned areas of ... and may provide work direction and/or supervision to Financial Analyst level role. + Works at the senior level...a timely manner. + May design, lead or conduct training initiatives for other staff. + Initiates or works… more
- State of Massachusetts (MA)
- …other duties as assigned. *Supervisory Responsibilities* * Supervise the Assistant Financial Analyst , including recruitment, onboarding, and training . * Lead and ... manage account activity and reporting requirements. * Invest funds to protect principal , maximize income, and maintain liquidity. * Ensure proper protection and… more
- City National Bank (Boston, MA)
- …travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and ... HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to… more
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