Investment Analyst Jobs in Boston, MA
FM
$105760 - $152000
Waltham, MA
It would require helping build and produce risk and exposure reports, conducting market and portfolio research, delivering analytics driven insights that inform risks and positioning across the portfolio. Job Description: Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners.
FM
$120400 - $173100
Waltham, MA
Summary: FM Investment Operations supports the investment activity of the Investment Team across asset classes, including both internally and externally managed portfolios, multiple investing entities, and various vehicle types including mutual funds, Collective Investment Trusts, Hedge Funds, Private Funds, as well as separately managed accounts. The ideal candidate will leverage their experience within investment operations, including counterparty management, regulatory compliance and risk management exposure, strong technical proficiency, and eagerness to optimize processes to provide exceptional support to the continued growth and evolution of FM's investment management infrastructure.
Vaco LLC
$80000 - $95000
Boston, MA
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Jobot
$90000 - $110000
Cambridge, MA
Cross-functional Collaboration: Work cross-functionally with Finance, Accounting, Sales Operations, Product Management, Operations, and senior management to synthesize information, gain alignment, and stay up to date on emerging trends and developments. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Vaco LLC
$100000 - $130000
Dracut, MA
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Berkeley Research Group, LLC
$80000 - $135000
Boston, MA
Comprised of experienced, hands-on professionals that are results-oriented and data-driven, the market leading BRG Corporate Finance practice collaborates as partners with management teams and sponsors to focus on strategic options that maximize value for stakeholders. The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition.
Jobot
$62000 - $65000
Woburn, MA
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Call/Email Me Today! https://apply.jobot.com/jobs/revenue-cycle-billing-analyst-hybrid/102470102/?utm_source=CareerBuilder.
Jobot
$70000 - $80000
Boston, MA
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our platform helps providers and healthcare partners improve operational efficiency, financial visibility, and patient outcomes through modern, scalable technology.
Fidelity Investments
$80000 - $153000
Hudson, NH
Asset Management Risk, part of Fidelity’s Risk organization and aligned with Asset Management’s Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
Fidelity Investments
$80000 - $153000
Cumberland, RI
Asset Management Risk, part of Fidelity’s Risk organization and aligned with Asset Management’s Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
Rose International
$60 - $75
Boston, MA
Serve as the technical lead embedded within the Risk team, driving design and implementation of small-scale applications and proof of concepts that will improve risk analysis, develop AI-enabled workflows, and enhance reporting systems & processes. Experience Desired: Strong Python, SQL and experience using Agentic Programming tools (5+ yrs); Experience writing efficient and robust code able to process and analyze large financial datasets (5+ yrs).
Related Beal, LLC
Boston, MA
Specifically, must have at least five (5) years of experience with: Supporting FP&A for RE development, construction, property management, or similar business teams to provide financial information, reporting, and budget support; Preparing year-end tax projections and financial models for executives and senior management; Preparing monthly development funding requisitions, capital calls, and cash flow forecasts; Supporting quarterly and year-end tax, cash, and GAAP reporting, including external audit requirements; Creating reporting templates and formulate analysis-using applications such as Excel, JD Edwards, Textura, Hubble, and Yardi accounting software; Preparing and assisting in calculating waterfall distributions; Supporting system improvement initiatives, including streamlining and automating processes, converging accounting systems, and enhancing internal controls; Assist with special projects and ad hoc requests. Lead strategic financial planning and analysis for the platform and businesses within the organization, including: Lead the preparation of the annual budget and monthly forecast process; Create comprehensive business plan models with analysis on critical issues and risks and opportunities with the goal of improving cash flows and business operations; With FP&A Analyst, prepare quarterly senior management reporting packages with budget to actual variance analysis, cash flow reforecasting, and headcount reporting; Collaborate with Development and Accounting teams to prepare monthly project cash flow forecasts; and Collaborate with NY team for monthly & quarterly deliverables.
The Computer Merchant, LTD.
$60 - $62
Everett, MA
Possess the strong ability to read, analyze and interpret general business documents and governmental regulations; to write clear and legible documents, business correspondence and meeting notes; create presentations to effectively convey information and respond to questions from managers, employees, vendors, and governmental agencies. * While an hourly range is posted for this position, an eventual hourly rate is determined by a comprehensive salary analysis which considers multiple factors including but not limited to: job-related knowledge, skills and qualifications, education and experience as compared to others in the organization doing substantially similar work, if applicable, and market and business considerations.
Genesis10
$94 - $99
Boston, MA
You will work across investment technology stacks, engage directly with global stakeholders across investment, operations, products and wider technology teams and help drive technology solutions that support portfolio management and trading. Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles.
Boston University
$100000 - $125000
BOSTON, MA
Formed in 2007, The Boston University Investment Office, along with the Investment Committee of the University’s Board of Trustees, is charged with managing the University’s pooled long-term endowment assets for the current and future support of operations and with preserving the long-term purchasing power of the Endowment. Team-oriented with ability to work independently and collaboratively in an organized fashion to produce highly accurate work products while multi-tasking, managing competing deadlines, and working with different colleagues simultaneously.
TM Capital Corp
Boston, MA
This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations.
Armory Group, LLC
Boston, MA
Through its consulting and advisory affiliate, Armory Strategic, LLC, Armory provides clients with a wide variety of financial and operational services, including general strategic advisory, interim management, performance improvement, cost reduction, and transaction support. Through its investment banking affiliate, Armory Securities, LLC, Armory provides clients with a wide range of financial advisory services from mergers and acquisitions, debt or equity financing, special situations and restructuring services.
Daley and Associates
$35 - $45
Boston, MA
Build and maintain strong relationships with vendors, custodians, and other financial institutions, proactively addressing service issues and staying informed about market and industry developments. The ideal candidate will have 3+ years of investment operations, portfolio administration, and reconciliations experience in investment management or the financial services industry.
Daley and Associates
$23 - $24
Boston, MA
Key words: entry level, bachelor’s degree, finance, investment operations analyst, investment accounting analyst, portfolio accounting analyst, portfolio operations analyst, trade operations. For immediate consideration, interested and qualified candidates please forward updated resume in a Word document to: hgorman@daleyaa.com.
Daley and Associates
$30 - $40
Boston, MA
The Investment Product Reporting Analyst will work collaboratively with Product Reporting and Client Operation teams and will produce, update, and maintain product-related marketing materials and client reporting, including factsheets, performance commentary, presentations, and product summaries. The ideal candidate will have 1-3+ years of client reporting, content management, or related marketing and communications experience in investment management or financial services.
Daley and Associates
$35 - $45
Boston, MA
We are seeking candidates for a Senior Investment Operations Analyst role with a highly successful investment management firm based in Boston, MA. This position is responsible for researching and resolving discrepancies between the firm’s records and those of client custodians, prime brokers, and accounting agents.
G MASS
$50000 - $70000
Andover, MA
Responsibilities: Ensure the timely settlement and ongoing operational management of private debt and private equity assets, including deal facilitation, settlement processing, income accounting, and cash wire controls. Strong working knowledge of loan-based products, including term loans, revolvers, delayed draws, and privately originated debt and equity.
Boston Children's Hospital
Boston, MA
Assisting in new manager due diligence by participating in calls and meetings, researching the opportunities, and assessing potential portfolio fit. Monitoring existing portfolio investments including performance, risk / exposures and news flow across asset classes.
Daley and Associates
$115000 - $130000
Boston, MA
A Boston-based Investment Management firm is seeking a Senior Tax Analyst to support the tax function across a complex investment platform consisting of hedge funds and commitment-based venture funds. This role offers strong exposure to partnership taxation, alternative investments, and complex fund structures within a fast-paced, collaborative environment.
Daley and Associates
$30 - $40
Boston, MA
The ideal candidate will bring 1-3 years of experience in financial services operations or compliance, demonstrate strong analytical capabilities, and have a clear interest in leveraging technology to enhance processes and efficiency. This role sits within the firm’s Compliance team and focuses on supporting the ongoing administration, oversight, and continuous improvement of the Code of Ethics program.
Veterans Sourcing Group
Boston, MA
The analyst will work on analyzing data profiles and data cleansing and quality check requirements, working with the dev team to build and enhance data pipelines while maintaining proper quality and control around the data sets. The primary responsibilities are to analyze enterprise and vendor datasets, understand data characteristics and methodologies, and collaborate across business and technology teams to manage data onboarding and data lifecycle.
The RMR Group
$115000 - $135000
Newton, Massachusetts
Analyze portfolio performance by reviewing tenant/operator financial statements, statistical reporting, and key performance indicators, and conduct variance analysis on budgets, forecasts, and actual results to identify trends, performance drivers, risks, and operational improvement opportunities across senior living assets. RMR has been recognized by The Boston Globe as a “Top Place to Work”, by the Environmental Protection Agency (EPA) as an “ENERGY STAR Partner of the Year” and ranked by the Building Owners and Managers Association (BOMA) as having one of the highest number of BOMA 360 designated properties in its portfolio.
Daley and Associates
$75000 - $85000
Boston, MA
Key words: Fund Accountant, Investment Operations Analyst, Investment Accounting Analyst, trade settlement, Portfolio Accountant, Trade Operations Analyst, asset reconciliation, trade operations, foreign exchange, trade reconciliation, Fund Administrator, Investment Accountant, Portfolio Administrator. For immediate consideration, interested and qualified candidates please forward updated resume in a Word document to: hgorman@daleyaa.com.
The Quest Organization
Boston, MA
The firm manages acquisitions, development, construction, leasing, and operations in-house and is building toward a private REIT platform with institutional-grade reporting and governance. This is a high-visibility role working directly with the Principal, owning underwriting, development budgeting, and portfolio-level reporting.
Encore Fire Protection
$80000 - $95000
Needham, Massachusetts
The Financial Analyst will be an individual contributor reporting to the Finance Manager, working closely with the CFO and VP of Finance, and other members of the finance organization with a focus on enhancing our financial reporting and analysis in addition to improving processes. With a team of over 2,200 dedicated employees, we provide innovative, customized fire suppression, fire sprinkler, and fire alarm solutions that protect lives and properties every day.
Shine Associates, LLC
Boston, MA
The firm invests throughout the United States in single property transactions and multiple property portfolios whereby the investment strategies are based on property-level operational enhancements as well as those with pricing advantages that arise from distressed, complex, and dislocated scenarios. The firm institutes a “cradle-to-grave” investment management philosophy and is seeking an Analyst who will play an active role in the origination team providing underwriting support for new equity and debt transactions for the firm’s various investment funds.
UKG
$102300 - $130000
Lowell, MA
Partner with cross functional teams in the design, development, testing and implementation activities relating to reporting and system enhancements while identifying opportunities for improvement in efficiency and effectiveness of business operations. With the world's largest collection of workforce insights, and people-first AI, our ability to reveal unseen ways to build trust, amplify productivity, and empower talent, is unmatched.
Axon
$116280 - $142120
Boston, MA
The actual base pay is dependent upon many factors, such as: level, function, training, transferable skills, work experience, business needs, geographic market, and often a combination of all these factors. Join forces with key stakeholders including Product, Sales, Supply Chain, Finance/Accounting, Legal, and People Operations to perform thorough diligence and seamless deal execution.
Vaco LLC
$29 - $29.68
Boston, MA
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Allego
$75000 - $100000
Waltham, MA
By combining learning, content, and performance enablement into a single integrated experience, Allego drives measurable impact across sales and customer facing organizations. This role will partner closely with leaders in functions such as G&A, R&D, Sales, Customer Success, and Operations to improve financial visibility, support investment decisions, and strengthen forecasting accuracy.
JPMorgan Chase
$68200 - $90000
Boston, MA
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
JPMorgan Chase
$100000 - $110000
Boston, MA
As a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.
Longfellow Investment Management Co
$100000 - $140000
Boston, MA
Longfellow Investment Management Co., LLC (LIM)is an independent, 100% employee-owned investment firm managing over $23 billion in fixed income, equity, and alternative investment strategies. This role is central to our investment process, requiring close collaboration with portfolio managers and traders to drive asset-backed security (ABS) strategy and selection.
Daley and Associates
$40 - $45
Boston, MA
Key words: Fund Accountant, investment operations, asset reconciliation, trade operations, foreign exchange, trade reconciliation, trade settlement, fund administration, swap, portfolio accountant, portfolio accounting analyst, custodian bank. The ideal candidate will have a minimum of 2+ years of experience in custody/trade operations and/or fund accounting in the financial services and/or asset management industry(s) and have strong reconciliation skills.
Highmark Health
Boston, MA
Participate in the full software development life cycle by actively taking a lead role on agile scrum teams in various roles, including, but not limited to, Scrum Master, Business Technical Analyst, User Interface designer, Capability Manager, or Tester, based upon experience and need. + Communicate in an exemplary manner with team members, customers, partners and management, including assisting with or conducting requirement walkthroughs and sprint reviews, reporting project status, enabling vendor solutions and providing accurate and concise documentation.
Vestmark, Inc.
$90000 - $95000
Wakefield, MA
As we embark on our next stage of growth and evolution, Vestmark Advisory Solutions seeks a Quantitative Analyst to work as a member of the Quantitative Portfolio Management team to implement personalized direct indexing strategies, assist Portfolio Managers in the day-to-day management of portfolios, and support analytical and operational needs of the investment management team. In addition to base salary, Vestmark offers a comprehensive total rewards package, which includes equity-based grants for all new hires, company-paid medical premiums of 90%, a competitive time-off program, and other variable compensation, if eligible.
Vestmark, Inc.
$70000 - $85000
Wakefield, MA
The role requires daily processing, issue investigation, and proactive communication with brokers, custodians, portfolio managers, and internal operations and technology teams to maintain accurate fixed income workflows, strong operational controls, and high-quality client service. Vestmark's Outsourced Services (VOS) team is seeking a Fixed Income Operations Analyst with strong experience in fixed income products, trade workflows, and settlement processes to support our Outsourced Service Clients in Wakefield, MA.
G MASS
$40000 - $50000
Andover, MA
You’ll act as a key point of contact for client onboarding and regulatory data processes, supporting Bayview with end-to-end KYC reviews, interpreting documentation and ensuring high-quality delivery across a portfolio of requests. We’re supporting a major financial services provider in hiring an Onboarding Analyst to sit within their Managed Services team, working closely with an Investment Management firm.
Massachusetts Institute of Technology
Cambridge, MA
TAX ANALYST, MIT Investment Management Company (MITIMCo), will provide critical support to the Associate Director of Finance in ensuring tax compliance for MIT’s investment entities; providing real time information of projected tax liabilities related to MIT’s investments; working with MIT’s Vice President for Finance (VPF) office by providing information needed to support tax compliance for MIT and its retirement and welfare benefit plans; managing MIT’s regulatory risk and filings for various domestic and international jurisdictions; ensuring accurate financial reporting of investments in MIT’s annual Treasurer’s report and its ERISA Plans; facilitating the issuance of financial statements for MIT’s special purpose investing entities; contributing to MIT’s mission of advancing education and research through strong financial stewardship; working closely with MITIMCo’s Investment Accounting & Operations (IAO) and Portfolio Reporting Solutions (PRS) teams; working with the Associate Director of Finance and central MIT’s tax team to provide timely, accurate, and complete information for preparation of tax returns; and assisting in the review of tax returns prepared by outside consultants to ensure accuracy related to investment activities. REQUIRED: Bachelor's degree in accounting, finance, or related field; a minimum of five years of experience in asset management and private funds financial and tax accounting, both liquid and illiquid strategies; knowledge of GAAP accounting requirements and tax rules as they apply to investment companies and private fund structures; advanced problem-solving and creative critical thinking skills; ability to organize and manage multiple projects and prioritize competing needs; excellent interpersonal, organizational, and communication skills; strong Microsoft Office skills.
Waters Corporation
Milford, MA
We collaborate with customers around the world to advance the release of effective, high-quality medicines, ensure the safety of food and water, and drive better patient outcomes by detecting diseases earlier, managing routine infections, and combating antibiotic resistance. Waters Corporation (NYSE:WAT) is a global leader in life sciences and diagnostics, dedicated to accelerating the benefits of pioneering science through analytical technologies, informatics, and service.
Formlabs
$95000 - $155000
Boston, MA
Work closely with product, creative, support, and sales teams to bring new products to market, build campaigns, and ensure a seamless customer experience. and launches of new product. Experience with marketing email platforms (e.g., Marketo, Klaviyo), CRM systems (e.g., Salesforce), analytics tools (e.g., Google Analytics, BigQuery), ecommerce platforms (e.g., Shopify).
Orison Solutions
Boston, MA, Massachusetts
The Business Systems Sr Analyst follows the organization's system-development life cycle while working to release projects and maintenance items for the benefit of our clients and internal business partners. Work closely with project team members, business users, QA, developers, and other technology professionals in an Agile environment to ensure that project deliverables are completed on time and within budget.
Citizens
Boston, MA
The Boston Corporate Finance Bankers are “Industry Coverage Experts” who originate and execute debt, M&A, and equity transactions across various industries through capital raising and strategic advisory solutions. Analysts work closely with the team’s junior and senior professionals preparing, analyzing, and executing investment banking related transactions, primarily within the U.S. middle market.
Colony Capital
$120000 - $135000
Boston, MA
The ideal candidate brings strong analytical rigor, exceptional project and stakeholder management skills, and a proactive, solutions-oriented approach to improving workflows, data infrastructure, advisor adoption of processes, and the overall effectiveness of both the PCG and the firm’s marketing and sales engine. This role supports the operational, analytical, and strategic functions that allow advisors and client teams to deliver an exceptional client experience, ensure service model consistency, optimize resource planning, and accelerate advisor growth and business development effectiveness.
Daley and Associates
$30 - $40
Dedham, MA
The Cash Flow Analyst will serve as a central figure in the firm's operations team, overseeing the daily lifecycle of cash movements and maintaining liquidity precision across global portfolios. We are currently seeking candidates for a Cash Flow Analyst role with a highly-successful investment management firm located in Dedham, MA.