- JPMorgan Chase (Boston, MA)
- …Bachelor's degree in finance or economics + 3+ years of experience in an Investment and/or Wealth Management environment, particularly with a focus on client ... portfolio implementation, investment oversight/governance, and/or wealth management platform/tech experience...financial data + Ability to manage multiple projects and work well under pressure while handling large workloads and… more
- Wellington (Boston, MA)
- …will support legal coverage for client-facing activities across institutional and wealth channels, with a focus on complex investment management agreements ... tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on...of the firm. This role offers the opportunity to work within a global investment advisory firm… more
- Wellington (Boston, MA)
- …industries and investment types. They will also have interest in wealth -oriented product and more complex investment vehicles like evergreen funds. **OTHER ... PE co- investment or secondary investing. + Demonstrable ability to work both independently and to collaborate with experienced, cross-functional deal teams +… more
- JPMorgan Chase (Boston, MA)
- …the core algorithms of its technology-enabled investment platform for large investment advisory (RIA) & wealth management firms. The ideal candidate has ... **Join Us at 55ip & Help the Wealth Management Industry Move Forward** Working at 55ip...team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent… 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 objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary… more
- JPMorgan Chase (Boston, MA)
- …standing at the intersection of finance and technology-and at the cutting-edge of wealth management. We've been making rapid progress on our mission: to break down ... Our global team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation. Driven by… more
- JPMorgan Chase (Boston, MA)
- …standing at the intersection of finance and technology-and at the cutting-edge of wealth and asset management. We've been making rapid progress on our mission: to ... and Mumbai-based team has built and brought to market a tax-smart investment strategy engine, portfolio trading and rebalancing, and advisor transition services, all… more
- JPMorgan Chase (Boston, MA)
- Join Us at 55ip & Help the Wealth Management Industry Move Forward Working at 55ip means standing at the intersection of finance and technology-and at the cutting- ... edge of wealth management. We've been making rapid progress on our...team has built and brought to market a tax-smart investment strategy engine delivering intuitive experience and intelligent automation.… 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 objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary… 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 objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary… more