Banking and Financial Services Jobs in Middlesex 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).

The Company:
With deep expertise in chemistry, Nuvalent is working to create selective medicines designed with the goal to address the needs of patients with cancer. Nuvalent is an exciting early-stage company, bringing together experienced scientists and industry veterans with a proven track record in drug discovery, oncology drug development, and company building.

The Role:

Reporting to the Vice President, Accounting, the Senior Director, Tax and Treasury is a newly created position that will lead and serve as a key advisor for all tax and treasury matters for the company. As the head of tax, this position will be responsible for developing and implementing strategic tax planning and leading all aspects of the company's tax function, including managing third-party service providers engaged to assist with tax accounting, compliance, and reporting (including US federal and state, international, and indirect taxes) for a growing public biotech company. In addition, this role will be responsible for treasury activities, including managing the company's treasury portfolio to ensure optimal liquidity, risk management, and capital efficiency.

This position will be responsible for collaborating closely with cross-functional stakeholders, including Accounting, FP&A, Legal, Supply Chain, and external tax advisors and auditors, to support strategic business objectives and maintain compliance with global requirements. This role will also serve as a strategic advisor to leadership on tax implications of business decisions, requiring a blend of technical expertise, strategic vision, and strong communication skills.

Responsibilities:

• 
  
• Tax Planning and Strategy
  
  • 
    
  • Develop and execute appropriate tax planning strategies and recommendations in partnership with external tax advisors that align with the company's long-term business objectives.
    
  • Advise senior leadership on the tax implications of key business decisions, including providing analysis of the tax impact of proposed transactions and developing tax efficient solutions.
    
  • Proactively monitor and analyze changes in tax law to identify potential planning opportunities or issues, and communicate their impact on the company.
    
  • Lead special tax projects or studies such as transfer pricing, R&D tax credits, and/or other ad hoc initiatives, as needed.
    
  
  
  
• Tax Compliance
  
  • 
    
  • Collaborate with our third-party tax provider to accurately and timely prepare the filings of all federal, state, and local income tax returns, estimated payments, and extensions.
    
  • Manage any tax disputes, resolve notices and drive continuous improvement to reduce recurring issues, as needed.
    
  • Ensure all cross-border transactions are properly documented and supported for tax filing purposes.
    
  • Provide timely and accurate responses to tax-related inquiries from cross-functional teams.
    
  
  
  

• 
  
• Tax Accounting and Reporting
  
  • 
    
  • Manage third-party tax provider on the quarterly and annual income tax provision process in accordance with ASC 740.
    
  • Collaborate with Financial Reporting to ensure all tax-related disclosures in SEC filings (10-Q, 10-K) are prepared accurately and in compliance with US GAAP.
    
  • Maintain robust internal controls and documentation over tax processes, ensuring compliance with SOX 404(b) requirements and clear roles and responsibilities with relevant stakeholders.
    
  • Collaborate with external auditors and advisors to ensure a smooth and efficient tax reporting and compliance process, proactively implementing process improvements as needed.
    
    
    
  
  
  
• Treasury and Banking
  
  • 
    
  • Oversee global cash management and all banking, insurance and investment management partner relationships.
    
  • Evaluate treasury policies and procedures, identifying continuous improvement opportunities and leading implementation of treasury best practices.
    
  • Collaborate with FP&A on global cash management activities to ensure cash flows support current and future operational needs.
    
  • Manage fixed income investment portfolio and foreign exchange risk in line with corporate policies.
    
  • Oversee treasury management systems and controls to ensure compliance and efficiency.
    
  • Perform financial analysis of investment positions with an emphasis on maximizing return and improving liquidity, while minimizing risk.
    
  • Advise management on short-term and long-term financial objectives, policies, and actions.
    
    
  
  
  

Competencies Include:

• 
  
• Strong leadership skills with the ability to lead cross-functional initiatives.
  
• Excellent analytical and problem-solving skills, with the ability to translate complex tax issues into clear, actionable business insights.
  
• Proven ability to manage multiple priorities and meet tight deadlines in a fast-paced, evolving environment with a hands-on approach.
  
• Proven ability to manage the complexities of a multi-state tax footprint and international tax matters.
  
• A proactive attitude and ability to anticipate the needs of the team with a commitment to continuous process improvement.
  
• Excellent written and verbal communication skills with ability to communicate with all levels of the company.
  

Qualifications:

• 
  
• Bachelor's degree in Finance, Accounting, or related field; CPA or MST preferred.
  
• 12+ years of progressive tax experience, with a mix of Big 4 and in-house corporate experience, ideally in the life sciences or biotech industry; global treasury experience strongly preferred.
  
• Strong technical knowledge of US federal and state tax law, ASC 740, and international tax regulations; experience with indirect taxes.
  
• Experience working at a public company, SOX 404(b)-compliant environment.
  

Additional Information:

Nuvalent is committed to fair and equitable compensation practices, aiming to provide employees with competitive total rewards packages.

The targeted salary range below reflects what Nuvalent reasonably and in good faith expects to offer for this position at the time of posting, but the final salary determination may be within or outside this range based on various factors, including, but not limited to, experience, skills, education, and market factors. The range will be reviewed regularly and is subject to change.

Nuvalent also offers a comprehensive benefit package to support our employees at each stage of their career, financial, health, and well-being journey, including medical, dental, and vision insurance, 401(k) retirement savings plan, generous paid time off (including a summer and winter company shutdown), and much more

Nuvalent provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to religion, race, creed, color, sex, sexual orientation, alienage or citizenship status, national origin, age, marital status, pregnancy, disability, veteran or military status, predisposing genetic characteristics or any other characteristic protected by applicable federal, state or local law.

Nuvalent is aware that many companies are dealing with fraudulent job postings on third-party employment search sites and/or individual(s) or entities claiming to be employees of such companies. Those involved are offering fraudulent employment opportunities to applicants, often asking for sensitive personal and financial information, and using such information for criminal activities.

Please be advised that all legitimate correspondence from a Nuvalent employee will come from "@ " email accounts. Automated system response emails from our Greenhouse applicant tracking system come from a " " email address. There are no variations of these email addresses and Nuvalent would not request personal and/or financial information via email. Job opportunities would only be extended after a completed job application is submitted by a candidate and a thorough interview process including 1:1 and/or group interviews via phone, video conferencing and/or in-person.

If you believe you have been contacted by anyone misrepresenting themselves as an employee of Nuvalent, please contact Nuvalent at 857-357-7000. Thank you.

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

• Collaborate with the Compliance Reporting Team, assisting in daily compliance reporting activities and operational processes.
• Perform and deliver compliance reporting, including, but not limited to, client reporting, corporate reporting, investment reporting, and regulatory reporting.
• Develop and maintain working knowledge of reporting requirements related to investment and corporate compliance for US and non-US jurisdiction.
• Perform research and analysis related to compliance reporting, staying up-to-date on industry trends, standards, and guidelines.
• Contribute to additional reporting responsibilities, including management reporting and regulatory reporting.
• Perform ad-hoc tasks and projects as needed.

• Bachelor's degree in Finance, Economics, Business, or related field.
• Knowledge of financial regulations, such as the 1940 act
• 1-3+ years of compliance reporting experience in investment management or financial services.
• Experience performing client reporting and corporate compliance reporting functions in investment management or financial services.
• Strong experience leveraging compliance reporting systems and tools.
• Proficiency in basic data analysis (Excel, Tableau, PowerBI).
• Working knowledge of compliance reporting and regulatory frameworks, and willingness to stay up-to-date on industry trends and standards.
• Ability to analyze data and meet complex reporting requirements.
• Proven ability to work independently and collaboratively.
• Strong organizational skills and attention to detail.

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.

Local candidates from MA are needed, and USC/GC candidates are preferred.

We are seeking a Performance Reporting Analyst to support the Fare Revenue team by managing data analysis, reporting, and KPI monitoring. The role involves cleaning and transforming raw data, ensuring data quality, and developing dashboards and reports that provide actionable insights. The analyst will work with cross-functional teams to improve data processes and automate reporting systems.

Key Responsibilities:

• 2–3 years of experience in data analysis or business analytics and Clean, transform, and validate data to ensure accuracy and consistency.
• Strong skills in Excel, SQL, Python, Power BI, or Tableau.
• Develop dashboards and reports using Power BI, Tableau, and Excel.
• Analyze and monitor key performance indicators (KPIs) and provide actionable insights.
• Use SQL and Python for data manipulation, automation, and reporting processes.
• Support data integration and ETL processes across multiple data sources.
• Automate data validation and reporting workflows.
• Collaborate with stakeholders to gather requirements and improve reporting frameworks.
• Strong analytical, problem-solving, and communication skills.
• Bachelor's degree in Data Science, Computer Science, Statistics, or related field.

Hybrid Tues, Wed, Thurs onsite in Boston, MA

An American real estate investment trust that owns, develops, and operates wireless and broadcast communications infrastructure in several countries. The organization focuses on long-term value creation and operational excellence across its portfolio.

Due to client requirements, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance.

Rate: $60.00 to $70.00/hr. w2

Responsibilities

• Assess third-party vendors for inherent and residual risk across cybersecurity, privacy, compliance, financial stability, and operational resilience.
• Conduct and review vendor due-diligence questionnaires, SOC reports, penetration test results, and other security and compliance documentation.
• Monitor vendor performance and risk posture over time, track remediation plans, and validate corrective actions.
• Collaborate with Procurement, Legal, IT Security, and Business Owners to identify, document, and mitigate third-party risks.
• Maintain the TPRM platform with accurate data, evidence management, workflow tracking, and progress updates.
• Independently manage end-to-end TPRM assessments and reassessments for 30+ vendors per month, including communications, follow-ups, and timely review of questionnaires and artifacts.
• Maintain up-to-date progress notes within the tool for leadership and internal partner visibility.
• Support enhancements to TPRM policies, procedures, risk scoring methodologies, and leadership or regulatory reporting.

Experience Requirements

• Minimum 2 years of TPRM or risk-related experience required; 3 to 5 years of related industry experience preferred.
• Knowledge of the third-party or vendor management lifecycle, related controls, processes, and risk exposure across identification, selection, management, and termination.
• Strong operational risk management experience across identification, assessment, mitigation, prioritization, monitoring, and reporting.
• Understanding of regulatory requirements and expectations related to TPRM.
• Strong organization, planning, and project management skills with the ability to prioritize and meet deadlines.
• Ability to work with cross-functional groups and multiple organizational levels to achieve results.
• Leadership capability to drive and motivate stakeholders to outcomes.

Education Requirements

• Bachelor's degree or equivalent work experience.

Skills, experience, and other compensable factors will be considered when determining pay rate. The pay range provided in this posting reflects a W2 hourly rate; other employment options may be available that may result in pay outside of the provided range.

W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality.

Please be advised- If anyone reaches out to you about an open position connected with Eliassen Group, please confirm that they have an email address and never provide personal or financial information to anyone who is not clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact .

Job ID: JN -

• Analyze monthly fixed income portfolio asset reports for client accounts
• Submit daily/monthly asset and cash reconciliations for custodian banks
• Monitor cash flows, daily expenses, collateral holdings and income receivables for client portfolios
• Research and report variances and incorrect holdings within accounts and maintained correspondence with banks on any account issues, monitoring futures and options within client portfolios, ensuring swaps reported correctly
• Use Bloomberg to research portfolio discrepancies between the organization and the Bank

• B.S. in Finance or Economics
• GPA above 3.0
• 0-1 years of experience (internships included)
• Strong Excel Skills (v-lookups & pivot-tables)
• Ability to work well in a team
• Demonstrated interest in Investment Operations
• Excellent communication and interpersonal skills
• Detail-oriented, highly organized, and eager to learn

• Research and resolve trade discrepancies by interacting with brokers and custodian banks
• Instruct trades and trade amendments
• Prepare wire transfers to fund investment activity
• Process and reconcile trade activities
• Process cash transactions
• Perform daily/monthly asset and cash reconciliations
• Settle trades and foreign exchanges
• Asset position reconciliation
• Research and report variances and incorrect holdings
• Daily and monthly client reporting
• Analyze monthly portfolio asset reports for client accounts
• Monitor cash flows, daily expenses, collateral holdings, and income receivables for client portfolios
• Use Bloomberg to research portfolio discrepancies

• Bachelor's Degree (preferably in Finance)
• Internship(s) or similar work experience
• Team player with a strong focus on getting the job done within established strict timeframes
• Knowledge of MS Office applications and spreadsheet proficiency

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.