Investment Specialist Jobs in Boston, MA

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Financial Planning Specialist  

Claire Myers Consulting - Boston, MA, United States

and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive, fee-based financial planning, fee-based investment advisory

from: linkedin.com - 8 days ago

Finance Specialist  

The Hollister Group - Boston, MA, United States

Are you looking for finance experience this summer? Our client, a large Investment Management firm, is seeking a Finance Specialist to play a vital role in supporting their finance and global data

from: linkedin.com - 13 days ago

Managing Director, Investment Banking - Capital Raise Specialist  

Synergy Management Group - Boston, United States

We are currently executing a rapid and efficient angel/seed-stage capital raise and are seeking an experienced Investment Banker with...

from: zoho.eu - 2 days ago

Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)  

Avantax Planning Partners - Boston, MA, United States

, and in Broker/Dealer business, including Retirement Plans, Annuities, etc. Partner with Client Development Specialists who create plans for the CPAs to identify leads, and opportunities for existing clients

from: linkedin.com - 28 days ago

Managing Director Investment Banking, Healthcare Services  

Sage Search Partners - Boston, MA, United States

sector bankers, sponsor coverage and product specialists on transaction development. Experience 10+ years of work experience in Investment Banking *Will help with relocation.

from: linkedin.com - 24 days ago

RESEARCH ASSOCIATE, LONG/SHORT EQUITY, HEDGE FUND GROUP  

Wellington Management Company, LLP - Boston, United States

opportunities within the technology and consumer sectors globally. This individual will work as part of a highly collaborative team. They will be a specialist focused on conducting investment research, providing Competitive

from: efinancialcareers.com - 8 days ago

Operational Specialist  

Cypress HCM - Boston, MA, United States

Operations Specialist (Financial) Location: Boston, MA Hybrid: 3 days onsite Employees: 500| Team Size: 10-15 Industry: Law Firm The Operations Specialist will provide analytical support

from: linkedin.com - 29 days ago

Senior Trust Officer  

Citizens - Boston, United States

of investment, financial planning, insurance, and tax services. The STO will also serve as the specialist in partnership with CCPW professionals to attract and retain new clients. They will perform these duties Competitive

from: efinancialcareers.com - 12 days ago

AP/AR Specialist  

Phaxis LLC - Boston, Massachusetts

An Investment Banking/Brokerage Firm is looking to add a AP/AR Specialist to their team - reporting drectly to the VP of Accounting. Must Haves: BA Degree (preferably in related field) 2+ years

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from: resume-library.com - 11 days ago

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Senior Audit Associate  

Creative Financial Staffing - Boston, MA

Senior Internal Auditor - Hybrid role! About the Company: Global Investment Manager Our client has long-term portfolios across public and private fixed income, real estate, and specialist equity $100,000 - $120,000/Year

from: careerbuilder.com - 4 days ago


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