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investment analyst in Boston

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  1. Tax Advisor at Loring, Wolcott & Coolidge Trust, LLC

    Understanding of Investment Management concepts. Partner with Business Analysts and Application Developers to utilize the most effective technology and work...

  2. Product Marketing Analyst at FirstFuel Software, Inc.

    O Support the evolution of FirstFuel’s customer-driven approach to product development prioritization and investments....

  3. Business and Shopper Insights Analyst at Kayem Foods, Inc.

    The Business & Shopper Insights Analyst will create both standardized and custom reports, conduct quantitative product and sales analysis....

  4. Entry-Level Finance Associate and Analyst at Solomon Page Group

    Premier Manhattan Investment Bank seeking enthusiastic and polished finance professionals for Financial Analyst position. Entry Level Financial Analyst....

  5. Experienced Investment Banking Associate - Consumer at Piper Jaffray

    1 year of Investment Banking experience at the Associate level or 3 years of experience at the Investment Banking analyst level is required....

    Ads
    1. ABL Relationship Manager 1 (Senior Analyst)

      Job Title: ABL Relationship Manager 1 (Senior Analyst)Job ID Number: 5186550Schedule Type: Reg-TimeWork Hours: 40Location: Boston,MAQualifications: Job DescriptionWells Fargo Capital Finance is the trade name for certain senior secured lending services of Wells Fargo & Company and its subsidiaries.Wells Fargo Capital Finance (WFCF) offers traditional asset-based financing, specialized senior ...

    1. Consultant Database Associate, RFP Writer at TIAA-CREF

      Strong knowledge of Investments preferred. Enter new investment products into the consultant databases upon request of sales or consultant relations....

    1. Research Analyst - Retirement

      Our client is a Boston-based research firm analyzing asset management markets globally. Founded in 1991, the firm’s clients include the world’s largest asset managers, banks, brokerages, and insurers.This Research Analyst - Retirement position is based in the Boston office, and it reports into the Associate Director responsible for Retirement research. The Retirement practice covers research ...

    1. Associate Analyst Information & Business Services at Wells Fargo

      Associate Analyst, Information & Business Services. 2+ years of research and/or investment banking experience. Equity Research Associate Analyst – Information &...

    1. Client Service Analyst Retirement Plans

      The Client Service Analyst is part of a service team responsible for the policy management and execution of service plans to achieve a high level of satisfaction with retirement plan clients.  With a highly successful Boston based insurance agency, you’ll work closely with the managing director and sales executives who consult with clients on retirement planning.  You’ll be involved with ...

    1. Associate Solutions Analyst at Eze Software Group

      Analysts are responsible for providing relationship support to our clients who are amongst the top Hedge Funds, Institutional Wealth Managers and financial...

    1. Institutional Client Relations Manager 3

      Job Title: Institutional Client Relations Manager 3Job ID Number: 5159849Schedule Type: Reg-TimeWork Hours: 40Location: Boston,MAQualifications: Job DescriptionManage sophisticated Tier 1 clients, providing expertise in various investment strategies, relationship management and the ability to retain and growth business with existing clients. Partnering with all internal business groups. ...

    1. Investment Associate at Fidelity Investments

      Assist with transaction structuring, negotiating investment terms and performing due diligence on investments. Devonshire Investors is a private investment firm...

    1. Systems Analyst, SQL, Investments, Brokerage, Finance

      Similar opportunities in Marlborough.Bachelor’s degree or equivalent in Computer Science, Business, Economics, Finance or related subject plus two to five years business analysis or systems analysis experience in the investment management or financial services environments.Leading Brokerage company.ResponsibilitiesThe Client Applications Senior Systems Analyst, a member of the broader Client ...

    1. Talent Management Associate (Financial industry experience required) at IMP Consulting

      The ideal candidate will have a proven track record of recruiting business analysts, project managers, implementation managers, and technical talent for...

    1. Global Finance IT Director

      The Functional Finance Team is an integral part of the worldwide Finance organization providing insight supported by  meaningful, accurate, financial information to help guide the decision making process. The team partners very closely with the leadership of all of our Global Functions, senior finance management, and local, regional and global finance colleagues across the organization.  As a ...

    1. Associate Business Analyst at BNY Mellon

      Assists more senior Business Systems Analysts in the smooth implementation of projects. BNY Mellon can act as a single point of contact for clients looking to...

    1. Investment Analyst

      We are looking for a motivated and driven individual who is looking to grow their career. The Investment Analyst serves as a key member of the team responsible the oversight of substantial hedge fund, private equity, and real assets investments.Job Description: Involve in asset allocation studies such as capital markets research on asset classes.Evaluate potential new investments and perform ...

    1. INVESTMENT ASSOCIATE, Investment Office at Boston University

      Four to six years of experience in investment management, investment banking, or consulting; Working with the Investment Analysts and Office Manager, the...

    1. Agile Project Manager

      Wolters Kluwer Health’s Clinical Effectiveness (CE) organization is a fast-growing and innovation-driven healthcare information technology (HIT) provider working on the front lines of clinical care. Our talented team of physician editors, technologists, and product visionaries collaborate to provide advanced clinical decision support solutions that measurably improve clinical effectiveness by ...

    1. Portfolio Associate (Grossman) at Eaton Vance

      Participate in sell-side analysts meetings and Company management visits, summarizing and communicating findings to investment counselors....

    1. Senior Analyst - Financial Advisors / Wholesaling

      Our client is a Boston-based research firm analyzing asset management markets globally. Founded in 1991, the firm’s clients include the world’s largest asset managers, banks, brokerages, and insurers. This Senior Analyst position is based in the Boston Office in the Intermediary practice and reports to the Associate Director, Intermediary. The practice focuses on trends related to financial ...

    1. Product Development Associate at GfK, Boutique Research

      You will be exposed to the top investment managers globally and gain a clearer understanding of the investment research process....

    1. Jr PM/BA - Finance

      Position Title: Project Manager/Business Analyst Business Line: Finance and Accounting Reports to: Director of Project Management Basic Purpose: This position will work alongside the Director of Project Management & the organizations other senior team members to learn the art of project management and business analysis here. We are looking for a candidate that possesses the right ...

    1. Market Information Data Analytics - Experienced Associate at PRICE WATERHOUSE COOPERS

      MIDA's team of business analysts and software developers create proprietary applications to meet the needs of these sectors worldwide....

    1. Systems Analyst, SQL, Investments, Brokerage, Finance

      Similar opportunities in Marlborough.Bachelor’s degree or equivalent in Computer Science, Business, Economics, Finance or related subject plus two to five years business analysis or systems analysis experience in the investment management or financial services environments.Leading Brokerage company.ResponsibilitiesThe Client Applications Senior Systems Analyst, a member of the broader Client ...

    2. Client Service Analyst -Retirement Plans

      Client Service Analyst -Retirement PlansThe Client Service Analyst will be part of a service team responsible for the overall satisfaction of our retirement plan clients. The Analyst will work closely with the Vice President and Director of Retirement in managing our book of retirement plan consulting clients. The Retirement Plan Division of the firm provides fiduciary governance, investment ...

    3. Database Analyst/Administrator

      Client’s Asset Management Operations is seeking a Database Analyst who will support all database operations on all Microsoft SQL Server databases that house data essential for the investment process. The database environment includes a number of relational and dimensional models supporting web based, desktop, and commercial applications. The successful candidate will participate in the ...

    4. Financial Analyst - Private Equity

      The Analyst will work closely with the team’s top management, providing in-depth fundamental analysis and due diligence in support of potential activist investments. Responsibilities:Focus on regional and international private equityDetermine risk based on portfolio analysisFinancial modelingDevelop and create presentations, financial updates and complex financial modelsSupport Month End ...

    5. Business Process Analyst

      The Business Process Analyst's rolde is to devise and design business process requirements for all IT related business, financial, and operations systems critical to core organizational functions. This includes researching and analyzing data in support of business functions, process knowledge, and systems requirements. The Business Process Analyst is also responsible for proactively ...

    6. Financial Analyst or Investment Analyst

      Young Financial Analyst1 year of investment exp or strong internships at financial firm!Worked at a good investment or mutual fund firm.Exp with marketing, client services, sales at a mutual fund/investment is a PLUS!!Excel is neededMust have graduated from a strong college.Must be able to start within 1 week.Must be local to Boston and interview face to face!Required education:Bachelor's

    7. Market Data / Reference Data / Security Master Business Analyst

      Market Data / Reference Data / Security Master Business Analyst1-2 years of overall Market Data / Reference Data / Security Master - Reuters, Bloomberg, etc1-2 years of Business Analyst. Will consider H1B candidates that are looking for Visa transfer and/or Green cards. Must be working at a well known Mutual Fund or Investment firm for the past 2 years!Technical RequirementsMinimum of 1 year ...

    8. Senior Financial Analyst

      SummaryWe are currently seeking a Senior Financial Analyst to join our growing team! The Sr. Financial Analyst will work directly with senior management and is responsible for preparing mission critical financial and operational analytics used to support strategic decision making and day-to-day management of the company.  The position offers the opportunity to be an integral member of a team ...

    9. Sr Business system analyst

      Top 70B+ Investment Manager looking for Sr Business system analyst- The person will participate at various levels in all technology related initiatives from inception to implementation and support. Through in-depth knowledge of the business, this position will document business processes, develop needs analysis, document functional & technical specifications, perform system & user acceptance ...

    10. Senior Corporate Actions - Business Systems Analyst

      Senior Corporate Actions Business Analyst Overview                              3-5 years of Ccorporate Action, Trade Operations, Trade Settlements5-7 years as a Business AnalystStrong exp at financial, investment or mutual fund firm.Responsibilities                   Interact with investment professionals to proactively identify opportunities for new/improved systemsWork with business ...

      1. Adobe AEM Technical Architect at Perficient Inc

        You will work closely with clients, developers, system administrators, project managers, business analysts and end users to build a state-of-the-art Digital...

      2. VP New Product Development at EDKO Executive Search

        A manager and an analyst. Develops metrics to track and predict expected return on PD investment. The VP, New Product Development heads ongoing new product...

      3. Financial Planning & Analysis Sr. Associate at Root Capital

        “Lending Analyst – Marrero, Marc”). Root Capital is a nonprofit social investment fund that grows rural prosperity in poor, environmentally vulnerable places in...

      4. IMD, PWM, Wealth Management Professional, Analyst/Associate, Boston at Goldman Sachs

        Execute, process and reconcile trading and other investment related transactions. PWM professionals develop customized investment strategies and offer a full...

      5. External Knowledge Services (EKS) - Global Coordinator at McKinsey & Company

        Business acumen - Thorough understanding of accounting and general business concepts, such as budgeting, recovery, and return on investment....