Banking and Financial Services Jobs in Dedham Massachusetts

ABOUT MORGAN STANLEY

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions, and individuals. For further information about Morgan Stanley, please visit PARAMETRIC

Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.

This role is part of Parametric' s hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

ABOUT THE TEAM

The Operations Department at Parametric is comprised of skilled professionals responsible for ensuring the seamless execution of the firm's end-to-end operational processes. The team plays a critical role in supporting business functions by aligning daily production activities with broader organizational objectives. Core responsibilities include post trade operational activities subject to proper controls and procedures to deliver service that results in scale, efficiency, accuracy, and operational excellence across the firm.

ABOUT THE ROLE

The Operations Analyst role is a great opportunity for individuals interested in a career in financial operations, whether you are just starting out or looking to continue to grow. This position is a part of our Market Operations team supporting key operational processes such as trade settlement of multiple asset types and the reconciliation of many aspects of client portfolios including cost basis, impact of corporate actions, margin and collateral management. The role offers broad exposure to the operational side of investment management and provides a solid foundation for future growth within financial operations and the industry in general. It's well-suited for someone who is detail-oriented, eager to learn, has good problem-solving skills and the ability to identify processes that may be improved.

Opportunities in multiple locations - Seattle, Boston, and Alpharetta - across various teams, including:

Trade Settlement

• Identify problems that could delay the timely settlement of trades via trade confirmation review, failed trade reports, and clear communications with portfolio management, trading counterparties and custodians.

Portfolio Reconciliation

• Perform problem solving activities via daily cash and position reconciliations between internal systems and various forms of custodians including banks, clearing brokers and counterparties.

Corporate Actions

• Work with corporate action vendors and custodians to monitor the impact of corporate actions on client accounts. This includes dividends, mergers, stock splits and spin-offs; The timely and accurate capture of corporate actions is critical to successful portfolio management.

Oversights

• Conduct reviews, oversight, and audit controls targeting high-risk matters that affect portfolio management, compliance, market operations, and client reporting teams.

RESPONSIBILITIES

• Work with internal and external stakeholders and other key points of contact in a professional manner
• Research and resolve issues quickly and with a sense of urgency and accuracy, escalating to team leaders when appropriate
• Communicate with internal and external contacts regularly to resolve issues, discuss improvements, convey status and confirm closure
• Identify areas for improvement and implement agreed upon solutions to support the desired environment of continuous improvement
• Complete assigned activities, cross-train when time allows, become a subject matter expert in your area
• Ensure accurate documentation that demonstrates adherence to policies and procedures
• Participate in opportunities for Ad-hoc project work to further learning, competency and career

JOB QUALIFICATIONS

PRIMARY SKILLS

• Bachelor's degree in finance, Accounting, Economics, or a related field preferred; relevant work experience may be considered in lieu of a degree.
• Experience working with Microsoft Office Suite, with strong proficiency in Excel.
• Ability to manage high volumes of data under tight deadlines.
• Strong organizational and time management skills
• Detail-oriented and process driven with a strong focus on accuracy
• Critical thinking, analytical, and problem-solving skills
• Effective verbal and written communication skills
• Self-motivated with the ability to work independently and collaborate within a team environment.

Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste into your browser.

Salary range for the position: $60,000-$90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.

This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

GENERAL DESCRIPTION
Manages structured equity portfolios maximizing tax efficiency while tracking an index. Portfolio managers act as investment engineers - creating portfolios using optimization software to implement firm's quantitative-based strategy. The Associate Portfolio Manager must continually measure performance, manage risk and control costs.

PRIMARY RESPONSIBILITIES
- Construct optimized equity index portfolios for separate accounts
- Rebalance and transition portfolios to maximize tax-efficiency
- Construct custom benchmark data
- Monitor index changes and corporate actions
- Generate after-tax return data for both portfolios and benchmarks
- Performance attribution
- Respond to client requests for analysis
- Interact across teams including Technology, Research, Marketing, Client Service, Operations
- Participate in process improvement and technology development efforts.

JOB REQUIREMENTS
- Bachelor's (4yr) degree w/ concentration in finance, accounting, engineering or related quantitative focus
- 3+ years of professional experience in investment management or similar is required, or equivalent combination of experience, education, and certification. Internal candidates with 2.5+ years' experience with the firm will be considered.

- Significant progress towards a CFA, MBA and/or another credential relevant to investment management or finance strongly preferred

- Strong mathematical and analytical skills
- Familiarity with academic financial theory and applications
- Working knowledge of equity risk models and portfolio optimization preferred
- Analytical writing ability

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste into your browser.

Salary range for the position: $78,000 - 140,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.

This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

ABOUT THE TEAM

The Client Relations Group (CRG) at Parametric builds meaningful relationships with clients by closely collaborating with sales teams and internal partners to deliver exceptional client service for accounts and client activities. CRG is comprised of teams and functions including Client Service (client relationship building and service), Client Experience (special client service initiates to support the client experience), Contract Management (manage contract lifecycle and record retention), and Client Operations (new account workflow, activities, billing, and audit/oversight).

ABOUT THE ROLE

The Analyst, Senior Analyst and Associate roles are responsible for working closely with Client Relations Representatives and Senior Client Relations Representatives in order to support the maintenance of client accounts and relationships within the firm.

Primary Responsibilities

• Support the maintenance of existing client accounts.
• Assist with team projects and initiatives.
• Establish familiarity with internal systems to respond to client requests - asset values, status updates, tax efficiency, account performance, etc.
• Support the coordination of responses to client requests by liaising with internal teams, and utilizing internal resources for information, paperwork, transition analyses, etc.
• Support the termination of client accounts as requested.
• Establish working relationships with Distribution and other internal teams on existing client relationships.
• Establish working relationships with external contacts for new accounts and activity for existing clients.
• Gain proficiency and understanding of the channel guides and team policies and procedures in order to mitigate risk. Assist with coverage when team members are out and cross-train to ensure coverage.
• Support the provision/refreshing of portfolio analyses with existing clients.

Job Requirements

• 4-year degree, preferably in related discipline such as economics, finance, marketing, or hospitality; work experience in lieu of degree will be considered.
• 0-4+ years proven experience working with financial services advisors / money managers.
• Introductory experience with registered investment advisors (RIAs), the Family Office community, separate accounts, unified managed accounts (UMAs), tax-efficient products, and/or indexes a plus.
• Relationship-building skills and ability to thrive in a team environment.
• Keen interest in and understanding of investment products and financial instruments such as equities and fixed income.
• Established communication skills - both internally/externally in written/oral/auditory essential.
• Familiarity with MS Office and the ability to learn additional internal/ external software programs.
• Resourcefulness, problem solving, and organization (ability to prioritize effectively)
• Willingness to work in fast-paced environment with hourly deadlines with attention to detail.
• Flexible, willing, and able to work long hours as needed.

Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste into your browser.

Expected base pay rates for the role will be between $60,000 and $90,000 per year at

the commencement of employment. However, base pay if hired will be determined on an individualized

basis and is only part of the total compensation package, which, depending on the position, may also

include commission earnings, incentive compensation, discretionary bonuses, other short and long-term

incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

We're seeking someone to join our team as a Vice President in Investment Management Legal to advise Parametric and other Investment Management businesses on derivatives-related trading agreements and related regulatory obligations.

In the Legal & Compliance division, we assist the Firm in achieving its business objectives by facilitating and overseeing the Firm's management of legal, regulatory and franchise risk. This is a Vice President level position within the Investment Management Legal team.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What you'll do in the role:

You will be part of the MSIM legal team, reporting to the Head of Solutions and Multi-Assets Legal and working under the supervision of senior attorneys. You will advise MSIM's Parametric business, which partners with advisors, institutions and consultants to build customized client portfolios across asset classes including equity, derivatives, fixed income, and options. You will also advise other MSIM Public Side businesses on derivatives-related trading agreements and related regulatory obligations. This position offers a unique opportunity to bridge sales and trading expertise with a funds and asset management product advisory role. MSIM's business is constantly evolving and as a global firm Morgan Stanley continues to focus on delivering investment products and solutions to our clients, so you will have opportunities to collaborate with legal teams covering MSIM's Public and Private Side businesses and Morgan Stanley's other divisions, such as wealth management and institutional securities. As such, you must be interested in and able to develop an expertise in new coverage areas. Specific responsibilities include:

• Working closely with business partners to support Parametric products, clients, and initiatives
• Drafting and negotiating a wide range of contracts, including investment management agreements and derivatives-related trading agreements (e.g. ISDAs, FCM agreements, repo agreements)
• Advising on MSIM's regulatory obligations under the Commodity Exchange Act, Investment Advisers Act, National Futures Association regulations, and other relevant laws governing the investment management industry
• Collaborating with other attorneys within Morgan Stanley's Legal and Compliance Division on a wide range of legal matters related to the investment management industry
• Assisting other legal team members and the Parametric business team with matters relating to private investment funds

What you'll bring to the role:?

• A J.D. from a nationally-recognized law school with bar admission
• Professional working experience at a reputable law firm or asset-manager
• Significant experience with swaps, futures, options and/or OTC derivative transactions, and associated legal agreements and regulatory obligations.
• Demonstrated experience drafting and reviewing a range of complex agreements, including derivatives trading agreements, investment management agreements and private funds documents.
• Deep understanding of external regulatory environments and trends relevant to asset management, including matters arising under the Commodity Exchange Act, National Futures Association rules, relevant exchange and clearinghouse rules and procedures, Investment Advisers Act of 1940, Investment Company Act of 1940, Securities Act of 1933, Dodd-Frank Act, and Employee Retirement Income Security Act of 1974.
• Experience engaging and overseeing external counsel as necessary

At least 6 years' relevant experience would generally be expected to find the skills required for this role

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste into your browser.

Expected base pay rates for the role will be between $120,000 and $205,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.

This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

Office locations: Seattle, WA; Boston, MA; Alpharetta, GA; Edina, MN

ABOUT THE ROLE
Assist the trading desk with daily trading department functions.

PRIMARY RESPONSIBILITIES

- Execute equity trades across various trading systems/platforms (Common Stock, ADRs, ETFs, Mutual Funds)
- Assist with reporting requirements internally and externally
- Maintain day-to-day relationships with a wide range of brokers, custodians, and vendors
- Additional operational responsibilities as required

JOB REQUIREMENTS
- Bachelor's Degree preferred
- 1-2 years of experience in the financial services industry
- Knowledge of capital markets
- Knowledge of APL Fiserv, VESTMARK, and Bloomberg systems a plus
- Derivatives and/or Fixed Income experience/knowledge a plus
- Proficient with Excel and VBA
- Python, SQL familiarity desired
- Ability to use ChatGPT or Co-pilot to create efficiency in your work a plus
- Strong Initiative, desire for self-improvement and continued learning
- Excellent communication, teamwork, interpersonal and conflict resolution skills

IMPORTANT NOTES ABOUT THE JOB
- Consistent with SEC regulations Parametric has a code of ethics that limits personal trading. If you actively trade your personal account, friends and family accounts you will be prohibited from doing so as an employee of Parametric.

Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste into your browser.

Salary range for the position: $70,000 - 140,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings.

Expected base pay rates for the role will be between $78,000 - $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Job Description:

Berklee is searching for an analytical and proactive Senior Finance Accountant to join our Accounting team. If you are a financial professional who thrives in a mission-driven environment and enjoys the intersection of technical accounting and innovation, this is your chance to shine. At Berklee, every spreadsheet and reconciliation directly supports our student-centered goal: providing world-class musicians and performers with the resources they need to succeed. At Berklee, your work directly supports the next generation of creative leaders.

About the Role & Responsibilities

Reporting to the Director of Accounting, the Senior Finance Accountant oversees the integrity and control of Berklee's financial records. This role is the primary lead for Property, Plant, and Equipment (PP&E), lease accounting, and bond compliance. This is a vital position that ensures our physical campus and financial assets are managed with precision.

Key Responsibilities:

• Capital Asset Management: Oversee the purchasing, tracking, depreciation, and reporting for all PP&E. You'll review capital accounts within Workday, manage routine inventories, and provide monthly depreciation forecasts.
• Lease Accounting (ASC 842): Manage rental income and lease reconciliations. You'll ensure rent expenses, right-of-use assets, and liabilities are recorded in strict accordance with ASC 842 standards, keeping pace with FASB changes.
• Bond Compliance: Handle bond-related accounting and assist leadership with annual reporting and compliance requirements.
• Reporting & Audits: Support the Director of Accounting with annual filings (such as 3ABC and Census Bureau surveys) and prepare comprehensive work paper packages for the fiscal year-end audit.
• Month-End Close: Assist the Assistant Controller with journal entries and reporting to ensure a smooth and accurate close process.
• Process Improvement: Create and update procedural manuals to ensure the accounting team remains efficient and innovative.

What You'll Bring

We are looking for an organized teammate who can work independently and make sound decisions in a fast-paced environment.

Key Requirements:

• Bachelor's degree in Finance or Accounting.
• 5+ years of accounting experience (experience in higher education or non-profits is a plus).
• Strong technical knowledge of ASC 842 lease standards.
• Proficiency in modern accounting software and spreadsheet applications (experience with Workday is highly desirable).
• A detail-oriented mindset with the ability to manage multiple projects simultaneously.
• Excellent interpersonal and communication skills to collaborate with colleagues and constituents across the institution.

Berklee Culture & Benefits

Berklee's mission is to educate, train, and develop the world's most inspired and innovative artists. You'll be part of a passionate, diverse, and global community dedicated to this vision.

Here, you'll find:

• A mission-driven culture where your ideas matter and your impact is visible.
• A diverse and inclusive community committed to lifelong learning and collaboration.
• Generous Paid Time Off (PTO) and paid holidays, including a winter break, to support work-life balance.
• Comprehensive health, dental, and life insurance plans.
• Tuition benefits for you and your family, including free or discounted courses.
• Retirement planning with a 403(b) plan and matching contributions.
• Access to unforgettable performances, guest artists, and events.

Join us in ensuring the financial foundation of the future of music and performance!

Hiring Range: $95,000 to $113,000; salary dependent on relevant experience and education.

Please visit the Total Rewards page to learn more about the benefits of working at Berklee.

This document does not create an employment contract, implied or otherwise, other than an "at will" employment relationship.

Diversity, Equity, Inclusion & Equal Employment Opportunity at Berklee:

We support an inclusive workplace where everyone excels based on personal merit, qualifications, experience, ability, and job performance. Berklee affirms that inequality is detrimental to our faculty, staff, students, and the communities we serve. Our goal is to make lasting change through our actions. Berklee is committed to providing fair and equitable consideration of all employees and applicants without regard to race, color, religion, ancestry, age, national origin, place of birth, gender, sexual orientation, gender identity or expression, disability, genetic information, or status as a member of the armed forces or veteran of the armed forces, or any other category protected by federal, state, or local law.

As part of this commitment, Berklee will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Team at or call 617-747-2375.

*Currently enrolled Berklee students are not permitted to apply for staff or faculty positions.*

Duration: 12 months contract

Job Description:

Requirements:

We are looking for a Senior Fund Administrator with minimum 5 years of mutual fund accounting/administration experience

This individual will support a broad spectrum of fund administration and treasury services. The Fund Administration specialist will assist in the preparation and review of a variety of reports, analysis, and administrative tasks related to overseeing the day-to-day operations.

Responsibilities:

• Monitor and review the creation and analysis of expense budgets.
• Prepare, review, and validate fund accruals and payments.
• Facilitate the preparation Board materials.
• Oversee the activities of third-party fund accounting and custodian providers to ensure proper adherence to service levels.
• Review fund cash, currency and asset reconciliations and aging of receivables.
• Research and document errors and remedial actions to prevent future errors.
• Assist in the review new investments, including complex securities and derivatives to ensure proper classification and accounting treatment.
• Perform and/or review benchmark analysis of Fund NAVs, yields, distribution rates versus internal and external benchmarks.
• Assist in the monthly reviews of regulatory filings, including N-PORT and N-CEN.
• Supervise staff and coordinate the detailed review of reporting for consistency, accuracy and compliance with policies and procedures.
• Act as a liaison with other departments including Legal, Investment Operations, Performance & Analytics and Portfolio Management.
• Maintain a working familiarity with applicable laws, regulations and interpretation of governing financial statements and disclosure, including the Investment Company Act of 1940, the Internal Revenue Code, GAAP, Regulation S-X and other applicable requirements.

Experience:

• Bachelor’s Degree in Business, Accounting or Finance.
• 5 years of mutual fund accounting/administration experience.
• Supervisory experience.
• Familiarity with advanced Excel formulas.
• Strong attention to detail and ability to manage multiple priorities and deadlines.
• Strong oral and written communication skills.
• Ability to work independently and take ownership for responsibilities.
• Ability to work well in and contribute to a team environment.

About US Tech Solutions:

US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity,

national origin, disability, or status as a protected veteran.

Recruiter Details:

Name: Nikhil

Email:

Internal Id: 26-03909

Our client is seeking a strategic and people-focused leader to drive the delivery and growth of our client’s professional development portfolio. This role leads a team of project managers responsible for delivering high-impact programs that enhance client outcomes and support revenue growth.

The Senior Manager will oversee product performance, client engagement, and operational excellence—ensuring scalable delivery, continuous improvement, and cross-functional alignment. This leader will partner closely with Sales, Product, Technology, BI, Finance, and Marketing to optimize program value, elevate the client experience, and inform the roadmap and go-to-market strategy.

Key responsibilities include:

• Coaching and developing project managers to ensure consistent, high-quality execution
• Driving product performance through data-informed decision-making
• Enhancing client engagement and supporting renewals
• Leading process improvements to scale delivery and improve operational efficiency
• Providing strategic insight on performance, trends, and growth opportunities
• 3 days onsite in Boston/2 days remote (Location convenient to public transportation, Red, Green, and Orange line MBTA)

Ideal candidates bring 7+ years of experience in professional development, L&D, product delivery, or program management—along with proven team leadership, strong business acumen, and the ability to influence cross-functional stakeholders.

If you have these skills and you are looking for a permanent opportunity, please forward your resume today!

At Wegmans, our cashiers make sure customers end their shopping trips with a positive experience. In this role, you'll provide proactive incredible customer service as you assist customers in both traditional checkout and self-checkout lanes. You'll leave a lasting impression and transform first-time shoppers into loyal Wegmans customers!

What will I do?

• Engage customers in friendly conversation while making eye contact and smiling; proactively offer additional assistance, thank customers for shopping at Wegmans
• When on register, efficiently and accurately scan items and process payments
• Properly bag items to ensure products arrive at their destination in the condition they left the store
• When in self-checkout area, manage traffic flow, direct customers to available lanes, ensure the lanes are in good working order and assist customers with system troubleshooting
• Maintain a clean, organized, and well-stocked work space

At Wegmans, we've always believed we can achieve our goals only if we first fulfill the needs of our people. Putting our people first and offering competitive compensation, comprehensive benefits and a wide range of meaningful perks is just the beginning of what defines a rewarding career at Wegmans.

Comprehensive benefits*

• Paid time off (PTO) to help you balance your personal and work life
• Higher premium pay rates for working overtime, on Sundays, or on a recognized holiday
• Health care benefits that provide a high level of coverage at a low cost to you
• Retirement plan with a 401(k) match
• A generous scholarship program to help employees meet their educational goals
• LiveWell Employee & Family program to support your emotional, work-life and financial wellness

Our employees have put us high on Fortune 100 Best Companies to Work For list every year since it was first produced in 1998. Discover what it means to work for a mission-driven, values-based company where YOU make the difference.

*Certain eligibility requirements must be satisfied, and offerings may differ based upon area or the company and/or position.

At Wegmans, we've always believed we can achieve our goals only if we first fulfill the needs of our people. Putting our people first and offering competitive compensation, comprehensive benefits and a wide range of meaningful perks is just the beginning of what defines a rewarding career at Wegmans.

• Paid time off (PTO) to help you balance your personal and work life
• Higher premium pay rates for working overtime, on Sundays, or on a recognized holiday
• Health care benefits that provide a high level of coverage at a low cost to you
• Retirement plan with a 401(k) match
• A generous scholarship program to help employees meet their educational goals
• LiveWell Employee & Family program to support your emotional, work-life and financial wellness

Our employees have put us high on Fortune 100 Best Companies to Work For list every year since it was first produced in 1998. Discover what it means to work for a mission-driven, values-based company where YOU make the difference.

*Certain eligibility requirements must be satisfied, and offerings may differ based upon area or the company and/or position.

Quantitative Credit/Derivative Portfolio Manager 

Quantitative Portfolio Management  Team

Full-Time

Boston, MA

The Opportunity:  

The Quantitative Credit/Derivative Portfolio Manager will be responsible for Credit hedging across the MassMutual General Investment Account. This includes performing daily portfolio management activities, such as rebalancing risk and evaluating tactical relative-value tradeoffs, while also contributing to the research of alternative hedging strategies employing simulation and back-testing techniques. The Quantitative Credit/Derivative Portfolio Manager will work closely with teams across Investment Management, Barings, Enterprise Risk, Corporate Finance, and Strategic Distribution.  

The Team:  

The Quantitative Portfolio Management (QPM) team has primary focus in asset-liability management (ALM), product pricing, and the formulation and execution of quantitative strategies that enhance policyholder surplus and mitigate unwanted risks in the portfolio. The team oversees all derivative-related aspects of MassMutual’s portfolio management process, managing exposure to interest-rates, foreign exchange rates, Credit spreads, volatility, and equity. A small and highly collaborative team, QPM works with other groups across Investment Management to manage MassMutual's product portfolios and the approximately $250 billion General Investment Account (GIA). In addition, this high-profile group works with our other internal stakeholders including product, actuarial, treasury, accounting, risk, compliance, and external partners, including our primary asset management subsidiary Barings and the major Wall Street derivative broker/dealer counterparties.  

The Impact:  

The Quantitative Credit/ Derivative Portfolio Manager will be accountable for the following:  

• Responsible for daily portfolio management activities like execution of new hedges, roll of existing ones, and trade input as well as review of current risk, recent activity, attribution, profit and loss, and modeling of credit exposure in different portfolios  
• Identify market opportunities, analyze alternative hedging strategies, propose and implement frameworks for relative value positioning, and suggest transactions, to increase hedge effectiveness for portfolio management  
• Lead bespoke simulation, back-testing and/or other research projects  
• Collaborate with colleagues in other areas of MassMutual as needed – enterprise risk, corporate actuarial, finance and accounting, etc.  

The Minimum Qualifications:   

• 7+ years of derivative market experience in at least one of the following: listed and OTC equity options, TRS, futures/forwards, CDX, interest rate swaps/swaptions, and cross- currency swaps  
• 7+ years of market expertise in fixed income portfolio management, with exposure to structured & private credit 
• Bachelors in Math, Financial Engineering, Computer Science or related field  

The Ideal Qualifications:

• 10+ years of derivative market experience  
• Advanced quantitative degree (MFE, PhD)  
• Strong background/understanding of capital markets and financial instruments  
• Strong quantitative expertise: statistics, mathematics, and computer science (python / SQL required)  
• Ability to develop market views in Credit and Fixed-Income 
• Strong understanding of portfolio management and ALM   
• Deep knowledge of derivatives in all dimensions – risk, economics, tax, accounting  
• Strong background/understanding of capital markets and financial instruments 
• Strong understanding of portfolio management and ALM in a life insurance company  
• Strong communication skills and ability to convey technical topics to non-experts  

What to Expect as Part of MassMutual and the Team :

• Regular team meetings  
• Focused one-on-one meetings with your manager  
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups  
• Access to learning content on Degreed and other informational platforms  
• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits 

#LI-FT1

The ideal candidate will be responsible for planning, coordinating, and implementing projects within the decided-upon budget, timeline, and scope. They will also effectively monitor and present project updates to relevant stakeholders, clients, or project team members.

The role is part of the Transformation Team within Corporate and Investment Banking (CIB) Chief Operating Officer (COO) organization.

This is a role leveraging both Program Management Office (PMO) and project execution/consulting skills providing solutions for CIB US with a focus on regulatory and non-financial risk related initiatives.

Qualified candidate must have extensive program/project management experience related to Corporate and/or Investment Banking and should be able to work independently to conduct analysis and proactively bring proposed solutions in support of business goals. Knowledge of industry standards and best practices in regulatory and control aspects of the Markets, Banking and/or Leverage Finance businesses is important. The ability to think, communicate, and support and/or drive execution is key. The role will provide support for various projects within the CIB COO organization, coordinating teams of internal staff and external partners supporting the execution. S/He will also serve as mentor to more junior staff and those who are responsible for supporting key operational functions and providing recommendations for improvement.

Must possess 10 years of program/project management and business planning experience within a financial services organization, ideally focused on regulatory and non-financial risk related initiatives affecting Corporate and/or Investment Banking division.

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

COMPENSATION & EARNINGS

• Base Salary: $75,000-$85,000 per annum
• 1st Year Total On-Target Earnings (OTE): $125,000 per annum (base + performance incentives)

At Leyton, we’re not your average consulting firm. We’re a team of passionate innovators, financial strategists, and opportunity creators helping businesses of all sizes reach their full potential. As we continue our rapid growth in North America, we’re looking for a results-driven Business Development Executive to join our high-performing U.S. sales team.

About Leyton

Leyton is a global consulting firm dedicated to helping businesses improve performance through innovation funding and underutilized tax strategies. Since 1997, we have grown to more than 3,000 employees across 17 countries, with U.S. offices in Boston and San Francisco. Our U.S. presence provides the agility of a startup combined with the stability and resources of an established global company.

In the United States, our expertise includes Research and Development (R&D) Tax Credits, State and Local Tax (SALT), Energy Efficiency Credits, Cost Segregation, and more. Our consultants, technical experts, and tax specialists provide strategic advice on how best to utilize credits, incentives, and refunds. Our sales and strategic teams have built strong relationships with firms across more than 70 niche markets. To date, Leyton has helped over 25,000 companies uncover tax credits and reinvest in innovation and business growth.

What You’ll Do

As a Business Development Executive/Account Executive, your mission is to generate new business opportunities in the USA, targeting businesses operating in the innovation space. You will be supported by a collaborative inside sales team, both onshore and offshore, and work closely with our consultants and leadership teams to drive results.

Key Responsibilities

• Identify, pursue, and close new business opportunities through market research, networking, and strategic outreach
• Build and manage a robust pipeline while nurturing relationships with key stakeholders
• Own the full sales cycle from prospecting and meeting decision-makers to closing deals and onboarding
• Develop and present tailored value propositions that address client challenges and deliver measurable results
• Collaborate with consultants, internal teams, and partners to drive referrals and maximize client impact
• Train and coach the inside sales team to generate qualified leads aligned with your strategy
• Support the development and execution of regional go-to-market strategies
• Meet and exceed monthly KPIs and annual revenue targets
• Manage existing client accounts with a focus on retention and expansion

What We’re Looking For

• Proven experience selling Tax Credits, tax advisory, and State and Local Tax (SALT) solutions to U.S. companies is considered a strong asset.
• Quota-achieving sales experience in a closing role
• Consultative selling skills, with the ability to tailor solutions to client needs
• High-volume outreach expertise with a strategic prospecting approach
• Ability to engage C-level executives and key stakeholders with confidence and credibility
• Outstanding communication and persuasion skills, with strong pitching and negotiating ability
• Self-motivated, disciplined, and goal-oriented with strong organizational skills

Nice-to-Haves

• Bachelor’s degree in Business Administration, Management, Marketing, or a related field
• Experience with Salesforce and SalesLoft or similar CRMs
• Background in selling intangible products or services
• Formal sales methodology training

Required Skills and Qualifications

• 3-5 years of experience selling services to mid- and high-market clients
• Proven track record in consultative sales and managing the full sales cycle
• Experience working with or selling for a management consulting firm is a strong asset
• Background in finance, innovation, or operations is an advantage
• Highly self-motivated, independent, and results-oriented
• Excellent verbal and written communication skills
• Strong interpersonal skills and a collaborative mindset
• A high level of professionalism, integrity, and ethical standards

What We Offer

Compensation

• Base Salary: $75,000-$85,000 per annum plus , Commission: Up to $55,000.
• 1st Year Total On-Target Earnings (OTE) for this role: $125,000 per annum (on an average).
• Uncapped Commission and Strong Quarterly Bonuses
• Competitive annual salary structure with performance-based incentives

Growth and Development

• Access to exclusive international training programs through Leyton Academy
• Defined career paths and mentorship within a fast-growing, global organization
• Mentorship and guidance from experienced sales leadership and consulting professionals.

Flexibility and Culture

• Hybrid work model with 3 days per week in a collaborative office setting
• Fun quarterly team events and a supportive, inclusive workplace environment
• Volunteer and community engagement opportunities
• Exposure to executive leadership and subject matter experts

Benefits (U.S. Employees)

• Competitive base salary plus performance-based bonus structure.
• Starting with four weeks of vacation.
• 401(k) with employer matching.
• Medical, dental, vision, prescription, and paramedical coverage.
• Healthcare FSA and HRA
• Paid holidays, vacation, and sick leave (compliant with state and local law)
• Complimentary time off in the summer and at Christmas
• Summer Fridays (half days in July and August)

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds occasionally
• Reasonable accommodations are available as required by law

Equal Employment Opportunity

Leyton provides equal employment opportunities to all employees and applicants. Discrimination or harassment of any kind is strictly prohibited. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetics, or any other protected characteristic under federal, state, or local law.

This policy applies to all employment practices, including recruitment, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

LOCATION:

Boston, MA

OVERVIEW:

Our client is searching for a Summer 2026 Private Equity Associate based in Boston, MA. The Associate will support the investment process and meaningfully contribute to all facets of a deal process including; industry research and deal evaluation, financial modeling, valuation analysis, transaction structuring and negotiation, investment committee approval process, and pre and post-merger due diligence.

ROLE RESPONSIBILITIES:

The Associate role involves performing a wide variety of tasks and analysis in direct support of the team. Specific responsibilities include:

• Assist in the management of all aspects of investment evaluation and execution, including meetings with management, oversight of 3rd-party advisors, and discussions with financing sources
• Lead industry, business, and financial diligence efforts
• Lead transaction structuring and modeling efforts
• Work with portfolio company management teams to monitor performance; identifying and driving value-creation initiatives post-close

REQUIREMENTS:

• 1-4 years of experience in investment banking or private equity
• Exceptional analytical skills, including quantitative analysis and complex modeling skills
• Exceptional interpersonal and communication skills; able to articulate ideas to both technical and non-technical audiences
• Independently holds self to the highest standards of integrity, honesty, and forthrightness
• Highly motivated and entrepreneurial; possessing a high degree of personal initiative

Our financial services client is looking for a Account Manager - Content to join their team! This is a 40 hr/week, 3 month, hybrid flex (4 days or less in office) role in Westwood, MA, Boston, MA or Johnston, RI.

Responsibilities:

- Support end-to-end execution of enterprise content initiatives across digital and social channels

- Manage content delivery from post-creative review through final publication

- Partner with content strategy, creative, web, SEO, legal, risk, and compliance teams to ensure timely approvals

- Oversee production timelines, workflows, and stakeholder reviews to keep projects on track

- Ensure brand consistency, quality assurance, and accuracy across all content assets

- Coordinate launch and publishing with web strategy and publishing teams

- Support content optimization using SEO best practices and performance tracking

- Leverage reporting frameworks and AI tools to improve efficiency and content effectiveness

- Balance multiple priorities in a fast-paced, highly regulated environment

Day in the Life:

1. Content Execution & Project Management (Highest Priority)

-Oversee execution of content initiatives.

-Manage 8-10 simultaneous projects.

-Keep workflows on track from start to finish.

-Coordinate stakeholder reviews and deliver consolidated feedback.

-Use JIRA, SharePoint, and OneView for project management.

2. Collaboration & Stakeholder Management

-Work closely with the content strategist and broader social/content teams.

-Act as a partner - not just a coordinator - with a strategic and creative voice at the table.

-Build and maintain relationships across business lines.

3. Strategic & Creative Contribution

-Bring a strong sense of strategy to content development.

-Help shape content direction with thoughtful input, not just execution.

-Support one or two specific business lines deeply.

Requirements

- Experience managing end-to-end content production workflows - Including timelines, stakeholder reviews, approvals, and publication across digital and social channels.

- Strong cross-functional collaboration skills - Ability to partner with strategy, creative, SEO, legal, risk, compliance, and web teams in a fast paced, highly regulated environment.

- Knowledge of SEO best practices and content optimization tools - Plus familiarity with reporting frameworks and AI tools to improve efficiency and content performance.

Investment Accounting Manager

Financial Controllership Team

Full time

Boston, MA or Springfield, MA

This is an individual contributor role

The Opportunity

This Investment Accounting Manager role will be a key addition to our Investment Controllership team. The position reports to the Director of Partnerships and resides within the Financial Controllership team, a critical team within the Controllers Organization which aspires to be best in class financial stewards for MassMutual. This is an opportunity for an individual who thrives in a highly dynamic and agile accounting environment to collaborate across teams focused on solid execution and improving outcomes. We are seeking an accounting professional who wants to join a highly motivated team of professionals focused on proactively driving the development and execution of process improvements, meaningful analysis and improved coordination with the business partners for Investment activities.

The Team

As a member of the Financial Controllership Team, the incumbent will be involved in shaping the future of the organization, supporting both the on-going growth and analysis within the Investment Controllership team and other key initiatives.

The Impact:

• Creates an environment whereby the team is inspired, engaged and motivated by identifying opportunities to learn and grow.
• Manages priorities effectively and adapt quickly to achieve goals while developing efficiencies and established methods in the process.
• Thrives in a complex corporate structure and comfortably switch gears and alter course to adapt to changing circumstances.
• Plays a key role in leading a collaborative and inclusive culture by working closely with Investment Management.
• Actively participate in the implementation of the Company’s new ledger.
• Responsible for ongoing activities as part of the monthly, quarterly and annual close cycles
• Uses professional insight to identify and implement accounting improvements that increase the business value and efficiency of the team.
• Leads internal control efforts.
• Initiates and/or leads increasingly complex continuous improvement activities.
• Participating in problem solving to improve quality, cycle times, increase efficiencies, improve employee engagement and customer satisfaction within the Investment Controllership team.
• Makes recommendations to continuously improve the overall control environment of the Investment Controllership team.

The Minimum Qualifications

• Bachelor’s degree
• 6+ years of financial reporting experience with a track record of increasing responsibility
• 4+ years of financial reporting experience on Alternative Investments

The Ideal Qualifications

• 8+ years of financial reporting experience with a track record of increasing Responsibility
• CPA preferred
• Master’s degree or beyond
• Strong analytical skills: ability to analyze financial data sets and tell the story of the data
• Proven ability to complete high quality work efficiently and increase autonomy over time
• Experience analyzing new investments and accounting guidance to drive appropriate and preferred investment accounting and reporting across the Company and subsidiaries
• Experience with system implementations preferred
• Able to build and maintain strong working relationships across cross-functional groups
• Excellent verbal and written communication skills with the ability to express ideas in and articulate in an organized and persuasive manner to leadership, staff, regulatory bodies, etc.
• Able to work well in a dynamic and agile environment while leading the team in execution of various priorities and related deliverables
• Intellectual curiosity to continue learning and adding breadth and depth to understanding

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Investment Controllership team
• Focused one-on-one meetings with your manager
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
• Access to learning content on Degreed and other informational platforms
• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-CR37

Overview (Boston, MA / Or Nearby )

Our client is a nationally recognized, independent RIA with over $40B+ in AUM and a growing presence across 30+ states. The firm blends institutional infrastructure with the agility of an entrepreneurial environment—empowering advisors to focus on clients, growth, and leadership.

They are seeking experienced Senior Wealth Advisors to join their team in key regions. This is a lead advisor role with full service team support, a deep planning platform, strong client acquisition channels, and a defined track to partnership and potential equity.

The Role

• Serve as lead advisor for high-net-worth clients and families
• Deliver comprehensive planning: retirement, tax, estate, investments, and more
• Collaborate with in-house specialists (planning, investments, tax, estate, client service)
• Leverage the firm’s marketing, M&A, and referral pipeline to grow your book
• Lead your client service team and mentor junior staff
• Contribute to internal initiatives and have a voice in firm direction
• Hybrid schedule with flexibility to work remotely and from a local office

Ideal Background

• 8–10+ years of experience serving high-net-worth clients
• CFP® or equivalent licenses/certifications; CPA, CFA, or other designations a plus
• Background in RIA, private bank, or wirehouse environments
• Strong relationship management and planning expertise
• Leadership and growth mindset; team-first approach
• Portable book not required however would be a plus & easy transition to platform, ability to build/grow relationships is key

Why This Platform Stands Out

• Team Infrastructure: Advisors are supported by dedicated planners, client service managers, portfolio specialists, and ops
• Growth Engine: Robust inbound lead channels, marketing support, and business development team
• Full-Service Platform: In-house tax, estate, trust, and investment solutions for true holistic advice
• Defined Partnership Track: Transparent path to equity and leadership for high-performing advisors
• Advisor-Centric Culture: Entrepreneurial, collaborative, and built for long-term advisor success
• Compensation & Benefits: Competitive comp + incentives, 401(k) match, insurance, CE support, and more

This is a rare opportunity to grow your practice with real support, earn your place in a national platform, and focus on what you do best: serving clients.