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The Mortgage Trader will trade and manage Agency MBS specified pools, TBAs, and CMOs; evaluate mortgage markets, prepayment dynamics, liquidity, volatility, and relative value; develop investment ideas; support portfolio construction and risk management; and maintain broker-dealer relationships. The role collaborates with portfolio managers and structured finance teams and includes regular travel to Boston, New York, and industry conferences.

Supports relationship managers and institutional clients by producing investment reports, portfolio review books, fixed income commentaries, customized analyses, and consultant questionnaires. Validates internal data, gathers information from investment and research teams, communicates complex investment details clearly, and improves reporting and client-service processes. The role requires strong analytical, writing, organizational, and communication skills, familiarity with domestic and foreign fixed income securities, and the ability to manage deadline-driven deliverables.

Manage end-to-end onboarding for institutional, intermediary, high-net-worth, and retail investment clients. Coordinate documentation, investment agreements, AML/KYC reviews, due diligence, account transfers, derivative agreements, system uploads, and LEI renewals. Serve as the primary client contact while partnering with Sales, Legal, Compliance, Operations, Investment, and Client Administration teams to resolve issues, meet deadlines, and deliver a high-quality onboarding experience.

Provides technical consulting, project and vendor management, business and data analysis for investment teams. Supports investment technology and data platforms, analyzes security and account data, validates analytics and application enhancements, resolves data issues, develops risk and valuation models, queries databases, creates testing procedures, and trains users on technology tools and reports.

Provides transactional legal support to the private credit investment team by evaluating investment risks, drafting and negotiating complex loan and investment documents, advising executives, managing deal lifecycles, and supporting private credit and bank loan operations. The role also develops controls, reviews amendments and secondary transactions, coordinates cross-functional teams, monitors material non-public information, and ensures compliance with securities and corporate laws.

Paid 10-week internship for first-generation undergraduate students in investment management. Responsibilities include maintaining reports, preparing presentations, analyzing market and economic trends, manipulating data, supporting team meetings, documenting follow-ups, contributing to process improvements, and assisting with special projects. Candidates should have strong academics, an interest in finance or economics, basic investing knowledge, strong Excel and PowerPoint skills, accuracy, communication, teamwork, and deadline-management abilities.

Supports analysts and portfolio managers through equity research, data analysis, financial modeling, portfolio monitoring, reporting, valuation, and industry analysis. The role focuses on identifying undervalued small- and mid-cap investment opportunities, maintaining research on holdings, preparing analytical reports, developing real-time portfolio monitors, and completing special projects using internal and external data systems.

Reviews trade surveillance reports, identifies and escalates compliance exceptions, monitors employee access and communications, supports regulatory inquiries and audits, analyzes compliance data, develops Excel reporting, and contributes to automation and AI-driven compliance initiatives. The role also provides administrative and project support to the compliance department.

Supports payroll, benefits, employment-tax accounting, tax filings, journal entries, general ledger reconciliations, audits, and corporate tax reporting. The role also assists with budgeting and forecasting for employee-related expenses, maintains payroll and benefits data with HR, and communicates with internal stakeholders and vendors. This hybrid Boston position requires at least three years of accounting experience, strong Excel proficiency, attention to detail, confidentiality, and deadline management.

Supports the full private credit operational lifecycle, including deal execution, settlement, payoff, transaction booking, custody coordination, document review, trade compliance, issue resolution, data stewardship, and process enhancement. Partners with investment, legal, compliance, technology, fund administration, custodial, and client relationship teams to maintain accurate private market workflows and support cross-functional initiatives.