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4 Days AgoSaved
In-Office
Boston, MA, USA
90K-180K Annually
Mid level
90K-180K Annually
Mid level
Financial Services
Serve as a primary client-facing contact for investor and fund operational requests across Wellington-sponsored funds. Coordinate onboarding/offboarding, KYC, subscriptions/redemptions, reporting and transfer agency issues. Maintain accurate investor and fund data, escalate risk issues, and collaborate with internal teams to ensure compliant, timely execution. Support process improvements, regulatory reporting, audits, and change management initiatives to enhance investor experience and operational controls.
4 Days AgoSaved
In-Office
Boston, MA, USA
120K-225K Annually
Senior level
120K-225K Annually
Senior level
Financial Services
Lead oversight of quarterly NAV and financial statement processes for assigned private funds, manage capital calls/distributions, cash and fee oversight, and coordinate annual audits. Partner with internal teams and external administrators/auditors, contribute to product launches and process improvements, perform technical accounting research, mentor junior staff, and lead operational and systems projects to support private equity and private credit funds.
Top Skills: AlteryxExcelPower BITableau
4 Days AgoSaved
In-Office
Boston, MA, USA
90K-180K Annually
Senior level
90K-180K Annually
Senior level
Financial Services
Join a U.S. Small and Micro-cap equity portfolio team to conduct bottom-up fundamental research, build multi-year financial models, recommend securities, and monitor holdings. Apply and integrate advanced AI/LLM, NLP, and ML techniques to enhance idea generation, data synthesis, and research workflows while partnering closely with portfolio managers.
Top Skills: Generative AiLarge Language Models (Llms)Machine LearningNlp
4 Days AgoSaved
In-Office
Boston, MA, USA
120K-225K Annually
Senior level
120K-225K Annually
Senior level
Financial Services
Lead technical architect for Salesforce Sales Cloud and Force.com applications. Provide architectural ownership, design standards, and mentorship; ensure integrations, data modeling, security, and platform health across globally distributed teams within a regulated financial services environment.
Top Skills: Agentic Development ToolsApexForce.ComLightning Web ComponentsRestSalesforce PlatformSalesforce Sales CloudSoap
4 Days AgoSaved
In-Office
Boston, MA, USA
80K-150K Annually
Senior level
80K-150K Annually
Senior level
Financial Services
Support HR Relationship Managers and investment teams on talent management, performance and compensation processes, HR reporting/analytics (including DEI trends), onboarding, global mobility, and project-managing strategic talent initiatives.
Top Skills: ExcelOnenotePowerPointTeamsWord
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4 Days AgoSaved
In-Office
2 Locations
80K-150K Annually
Mid level
80K-150K Annually
Mid level
Financial Services
Support global trade and electronic communications surveillance by analyzing alerts, investigating potential insider trading or market manipulation, documenting findings, escalating issues, enhancing surveillance programs and tooling, collaborating with Compliance/Legal/IT, monitoring regulations, and supporting audits and regulatory inquiries.
4 Days AgoSaved
In-Office
2 Locations
90K-180K Annually
Senior level
90K-180K Annually
Senior level
Financial Services
Lead content strategy, creation, and digital experience for private markets. Produce multi-format thought leadership, manage editorial workflows and compliance, partner with investment, sales, and marketing teams, and optimize distribution and performance using analytics and modern (including AI-enabled) content tools to support fundraising and brand objectives.
4 Days AgoSaved
In-Office
2 Locations
90K-180K Annually
Senior level
90K-180K Annually
Senior level
Financial Services
Conduct fundamental company, sector and industry research in Apparel & Retail; generate differentiated investment insights and stock recommendations; manage client assets as a Portfolio Manager; build proprietary data sets and valuation frameworks; influence portfolio managers and collaborate across teams to generate alpha.
4 Days AgoSaved
In-Office
Boston, MA, USA
120K-225K Annually
Junior
120K-225K Annually
Junior
Financial Services
Execute FX, rates, and commodities orders for global portfolios while seeking best execution, managing risk, collaborating with portfolio teams, and contributing market insights to add portfolio alpha. Leverage technology and analytics to improve efficiency, monitor liquidity and compliance, and support global trading operations across Boston, London, and Hong Kong.
Top Skills: MatlabPythonQlikRSQLTableau
4 Days AgoSaved
In-Office
2 Locations
80K-150K Annually
Senior level
80K-150K Annually
Senior level
Financial Services
Support annual fund financial statement audits and regulatory filings; perform daily/weekly/monthly reporting and client reporting; liaise with auditors, custodians, and fund administrators; drive process improvements, internal controls, and documentation; support fund-related projects and systems efficiencies using IT/BI tools.
Top Skills: AccessAlteryxExcelSQLTableau
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