✓ Banking and Financial Services ✕ Clear

Banking and Financial Services Jobs in Wakefield, MA

14 positions found

Senior Director, Tax and Treasury
✦ New
Based on experience
Cambridge, MA 10 hours ago

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

Annual Salary Range$275,000—$300,000 USD

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.

PDN-a0ff1d0a-e380-4405-9c32-9e043dbdca83
permanent
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Cashier
Salary not disclosed
Schedule: Part time
Availability: Morning, Afternoon, Evening (Includes Weekends). Shifts end as late as 12:15am
Age Requirement: Must be 18 years or older
Location: Burlington, MA
Address: 53 Third Avenue
Pay: $18 - $19 / hour
Job Posting: 03/06/2026
Job Posting End: 03/30/2026
Job ID:R0274879

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.

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.

Not Specified
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Compliance Reporting Analyst
Salary not disclosed
Compliance Reporting Analyst
We are currently seeking candidates for a Compliance Reporting Analyst opportunity with a highly successful Investment Management firm located in Boston, MA. The Compliance Reporting Analyst will work closely with the Compliance Reporting Team, and will support compliance reporting, client reporting, and regulatory reporting functions. The ideal candidate will have 1-3+ years of compliance reporting, client reporting, and/or regulatory reporting experience ideally within investment management or financial services.
This is a 3 month contract position, paying between $30-$37/hour (depending on experience).
This role supports a hybrid work-model, consisting of 3 onsite and 2 remote days/week.
Responsibilities:
  • 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.
Qualifications:
  • 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.
For immediate consideration, interested and qualified candidates should send their resume to Jackson at .
Not Specified
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Senior Reporting Analyst
Salary not disclosed
Boston, Massachusetts 1 week ago

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.
Not Specified
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Third Party Risk Analyst
Salary not disclosed
Boston, Massachusetts 1 week ago

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 -

Not Specified
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Investment Operations Analyst
🏢 Daley And Associates, LLC
Salary not disclosed
Boston, Massachusetts 1 week ago
Investment Operations Analyst
We are currently seeking candidates for an Investment Operations Analyst opportunity with a highly successful Investment Management firm located in Boston, MA. This is an entry-level position, providing an excellent opportunity to gain hands-on back-middle office experience with a top-tier Investment Management firm.
This is a hybrid, contract-to-hire opportunity, paying between $19-$20/hour within a 40-hour work week
Responsibilities:
  • 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
Qualifications:
  • 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

For immediate consideration, interested and qualified candidates should send their resume to Lydia at .
Not Specified
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Investment Trade Operations Analyst
🏢 Daley And Associates, LLC
Salary not disclosed
Boston, Massachusetts 1 week ago
Investment Trade Operations Analyst
We are currently seeking candidates for an Investment Trade Operations Analyst(s) at a global asset management co. with a location in Downtown Boston, MA, 02110. The ideal candidate will have intern experience(s) and/or up to 1 year of experience in the financial services and/or asset management industry(s).
These role(s) are temporary (est. 6 months) with an opportunity of becoming permanent and will pay between $23.00 and $24.00 per hour within a 40-hour work week.
On-site 3 days per week.
Starts February 16, 2026.
Operations/Back Office support of day-to-day mutual fund investment and trading activity.
Responsibilities
  • 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
Qualifications
  • 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

For immediate consideration, interested and qualified candidates please forward updated resume in a Word document to:
Key words: entry level, bachelor's degree, finance, investment operations analyst, investment accounting analyst, portfolio accounting analyst, portfolio operations analyst, trade operations
Not Specified
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Financial Tips Evaluator (Remote)
$29 per hour - monthly

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.


Remote working/work at home options are available for this role.
temporary
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Assistant Branch Manager
Salary not disclosed
Lexington, MA 1 week ago

As an Assistant Branch Manager at Rockland Trust, you play a pivotal role in supporting the Branch Manager in overseeing daily operations, driving business growth, and ensuring exceptional customer service. Each day, you create a positive and motivating team environment to help staff meet branch goals and objectives, and cultivate a customer-centric retail environment focused on identifying and providing team-based solutions for customer financial needs.


With a consultative, team-oriented sales personality and outstanding personal customer skills, you take responsibility for ensuring that every customer receives a consistent World Class Customer Experience with every branch staff interaction whether in person, over the phone, or through digital channels. You are a leader in the branch, personally executing a high level of customer service and modeling these behaviors to the staff.


What You’ll Do:

  • Work in direct collaboration with the Branch Manager to:
  • Train, motivate, develop, and coach employees.
  • Accept responsibility for individual and overall branch sales, and customer experience performance.
  • Nourish branch enthusiasm for participating in product promotion and other areas of opportunity.
  • Track and report branch performance.
  • Maintain the operational integrity of the branch.
  • Ensure proper controls are maintained over all branch operational processes and regulatory requirements.
  • Communicate new and/or changed policies and procedures to branch staff.
  • Develop and implement sales programs and maintain a positive sales and service environment.
  • Develop and maintain effective lobby management and customer outreach efforts.
  • Maintain and utilize Salesforce platform.
  • Manage referral targets on both an individual basis as well as for the branch team, leveraging a needs-based, consultative sales approach and online produce recommendation guides.
  • Proactively identify, report, and resolve customer issues to ensure a positive customer experience.
  • Ensure team compliance with RTC policies and procedures by leading by example, demonstrating our RTC core values and delivery on our customer promises.
  • Maintain a thorough knowledge of all products and services provided by the bank including Consumer Products, Home Lending, Business and Cash Management alternatives; act as a resource to others in product knowledge.
  • Actively demonstrate technology and self-service channels with new and existing customers promoting ATM, online banking, and mobile banking alternatives.
  • Understand and utilize Regional Based Staffing and branch staffing models to coordinate in-branch customer demand while facilitating and supervising proactive outreach such as outbound calling and external sales calls.
  • Consistently meet or exceed sales and service expectations by effectively leveraging RTC needs-based product recommendations; consistently meet or exceed requirements on mystery shops.
  • Show initiative in maintaining a solid foundation of product knowledge by taking advantage of trainings as they are offered and completing required trainings within the timeframes provided.
  • Represent Rockland Trust by establishing meaningful roots in the communities it serves.
  • Supervise branch staff in the absence of the Branch Manager.
  • Assume responsibility for additional reporting duties and responsibilities as required.



What You’ll Experience:

  • Meaningful relationships: We believe that Each Relationship Matters, and are fully committed to creating a respectful and inclusive environment where everyone is given the chance to succeed.
  • Commitment to community: We believe supporting our communities is essential, and are committed to helping those in need.
  • Recognition & reward: We believe all colleagues should be recognized for their contributions
  • Training & development: We believe all colleagues are critical to our future, and we will invest in their success by providing educational experiences and resources to manage and navigate their careers.
  • Comprehensive benefits: Our goal is to offer our colleagues a generous benefits package, and an environment that supports a healthy work-life balance. Our benefits include competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, Vision, Pet Insurance, 401K retirement plan, Long Term Disability & Life Insurance, Child Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning wellness program and much more.


Required Qualifications:

  • Must be or become a Notary Public and NMLS certified.
  • Ability to generate sales excitement and act as a coach and mentor to the staff.
  • Proficient in Microsoft Word and Excel with ability to operate a variety of office equipment.
  • Excellent verbal and written communication skills.
  • Consultative, team-oriented sales personality with outstanding customer service skills.
  • Sound risk decision-making skills and strong operational proficiency.
  • Supervisory abilities to provide constructive and positive feedback, and manage performance.
  • Ability to meet compliance and audit requirements.
  • High degree of professionalism and ability to demonstrate tact and diplomacy when needed.
  • Ability to work within normal office requirements, with long periods of standing and continuous customer support.
  • Willingness and ability to work within a flexible work week, which may include weekends, as customer needs dictate.
  • Serves as the bank representative in community activities
  • Ability to successfully complete our training program


Preferred Skills/Experience:

  • College degree and two to four years of retail banking or equivalent experience preferred.
  • The ideal candidate should possess Retail Banking experience in a sales environment with strong supervisory experience.


Who We Are:

At Rockland Trust, we believe that being a great place to bank starts with being a great place to work. When our colleagues are valued and cared for, they’re empowered to make a difference for our customers and communities.


As one of The Boston Globe’s “Top Places to Work” for the past fourteen years, we know that finding the right people is just the beginning. Through competitive benefits, enriching development opportunities, and a respectful and collaborative culture, we’ve built a workplace that enhances our colleagues’ lifestyle and inspires them to reach their full potential.


For over 116 years, we have been dedicated to strengthening the neighborhoods we live in and serve. Rockland Trust offers a wide range of banking, investment, and insurance services to help individuals and businesses work toward their financial goals with more than 120 branches located throughout Massachusetts, as well as commercial banking, investment management offices, and residential lending centers across Massachusetts and Rhode Island.


Rockland Trust is the Bank Where Each Relationship Matters®. In pursuit of that promise, we foster a respectful and inclusive work environment where everyone is given the chance and resources to succeed.


We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law. Additionally, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Now that you’ve heard a little bit about us, we’d love to hear more about you. Submit your application and come help us strengthen our communities- one relationship a time.

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Public Finance Paralegal
Salary not disclosed
Boston, Massachusetts 1 week ago

Prominent national law firm is in need of a Public Finance Paralegal for the Boston office.

The Public Finance Paralegal will:

-Have 5+ years of relevant experience

-Draft various legal documents and correspondence including bond resolutions, offering statements, and closing documents

-Conduct legal research

-Organize due diligence materials and prepare closing binders

-Prepare UCC filing documents and state and federal tax

-Maintain databases

Not Specified
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Finance Attorney
Salary not disclosed
Boston, Massachusetts 1 week ago

The Position:

A top AM law firm is seeking a talented associate with three to seven years of experience to join its internationally recognized Banking & Finance practice based in Boston.

This practice represents both lenders and borrowers in a broad range of sophisticated domestic and cross-border debt financings. Matters include private credit transactions, receivables financings, structured credit, distressed financings, syndicated credit facilities, and growth capital financings. Associates work on complex, market-leading transactions within a collaborative, fast-paced environment and play a meaningful role in client-facing deal teams.

About the Practice:

The team is known for its innovative approach and deep industry knowledge. The firm offers top-tier training and mentoring programs, retreats and academies, and structured shadowing opportunities. Associates are encouraged to build meaningful peer and mentor relationships while contributing to innovative, high-impact work in a dynamic environment Attorneys are fully integrated into deal teams and benefit from hands-on responsibility, close mentorship, and access to cutting-edge matters across a wide spectrum of financing structures.

Qualifications

  • Three to seven years of relevant law firm experience in banking and finance
  • Experience representing lenders and/or borrowers in debt financings
  • Strong drafting, analytical, and negotiation skills
  • Highly motivated with superior client service skills
  • Massachusetts bar required

How to apply:

Thank you for your interest in the role. To complete an application and submit your resume, please click "apply now."

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Loan Officer
🏢 Jobot
Salary not disclosed
Danvers 2 weeks ago
Remote in the New England – Where Your Clients Win with Rates and You Win with Support This Jobot Job is hosted by: Giulia Saier Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $100,000
- $150,000 per year A bit about us: This respected residential lending team has been serving New England homeowners for over 30 years.

Now operating under a trade name connected to a well-established mortgage provider, they benefit from the personalized touch of a small firm combined with the breadth and support of a larger organization.

Licensed across Massachusetts, New Hampshire, Maine, Rhode Island, plus additional states, they offer a robust array of mortgage solutions, including conventional, FHA, VA, USDA, renovation (203k), jumbo, bridge, reverse, and DSCR/investor loans.

Their defining strengths are competitive rates, fast turnaround, and a client-first ethos—all powered by access to sophisticated lending infrastructure and operational excellence.

Why join us? Enjoy comprehensive product access covering everything from conventional loans to specialized lending programs.

Remote flexibility with regional geographic focus and regulatory support.

Operate within a culture that prizes integrity, authenticity, and personalized service.

Tap into a trusted brand with a solid reputation for both service and results.

Job Details We’re seeking an experienced Loan Officer with an existing book of business and a proven track record in residential mortgage origination.

This role is fully remote within the licensed states.

It is ideal for someone currently working at another brokerage who wants access to a broader range of products, aggressive pricing, and exceptional operational support.

You’ll bring your network and client relationships; they’ll provide the tools, rates, and back-end efficiency to help you close more deals and grow your business.

Key Responsibilities Leverage your existing client and referral network to generate residential mortgage business.

Guide borrowers through the mortgage process from pre-qualification to closing, ensuring clarity, timeliness, and satisfaction.

Match clients to optimal loan products from a wide selection, including conventional, jumbo, FHA, VA, USDA, renovation, non-QM, and DSCR programs.

Collaborate with processing and underwriting teams to deliver smooth, on-time closings.

Maintain compliance with all regulatory and licensing requirements in the states where you operate.

Provide ongoing support and relationship management to past clients for repeat and referral business.

Qualifications & Skills Active Loan Officer license in MA, NH, ME, and/or RI (multi-state preferred).

Minimum 3+ years of residential mortgage origination experience at a brokerage.

Existing, active book of business and established referral network.

Strong knowledge of diverse loan programs and underwriting guidelines.

Proven ability to work independently in a remote environment while maintaining excellent communication and responsiveness.

Client-focused approach with exceptional relationship-building skills.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization.

Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

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Enterprise Architect - Investment Management
Salary not disclosed
Boston, Massachusetts 2 weeks ago

The Opportunity

Join our team as an Enterprise Architect in an industry leading EA function that creates alignment between technology and business strategy. You will have an opportunity to guide the process of planning and designing capabilities to maximize the value of IT and enable the company to make high impact, long-term decisions supporting the Corporate Technology Organization in Investment Management(Portfolio Management, Derivatives, Credit & Market Risk functions). This will be accomplished through architecture strategies, blueprints and road maps that standardize technology stacks which create engineering speed and agility through the innovative use of data science, data analytics, cloud and API's. The EA will work with a team that embrace diversity in all of its forms, respect and have fun.

The Team

The MassMutual Enterprise Architecture team in the Enterprise Technology and Experience organization is seeking an outstanding Enterprise Architect (Application) to join our team. Enterprise Architecture is composed of Business, Application, Technology & Design and Security architecture domains. Joining this team will give the Application EA a unique perspective and opportunity to partner with best-in-class architects on enterprise wide technology initiatives.

The Impact:

This role will work with Corporate Technology Finance & Investment Management line of business delivery teams, engineers, application operations, product managers, and enterprise stakeholders to help deliver innovative, data-driven systems aimed at transforming the insurance industry. As part of the application architecture team, incumbents may be responsible for any of the following:

  • Technical evaluations and benchmarking of core application platforms, frameworks and technologies
  • Specification and publication of standards around application design and software engineering best practices
  • Thought leadership and active participation in conferences and research with strategic partners and academic institutions
  • Partner with senior leaders to develop and maintain the Technology strategies & roadmap
  • Partner with business executives and senior architects to identify data and process issues, then provide solution options and recommends options
  • Provide recommendations on system options, risks, cost/benefit analysis, and impact on cross-domain systems, business strategy, goals and processes
  • Engage in SA problem solving, snapshots and full architecture documents
  • Actively publish deliverables, and utilizes multi-media to educate and engage with federated solution architecture community members
  • Collaborate with extended enterprise architecture, business, and IT support teams to communicate architecture strategies, standards, and direction
  • Stay abreast of emerging technologies

The Minimum Qualifications

  • Bachelors degree in Computer Science, Engineering or related Technical degree
  • 8+ years of related IT Solutions Architecture or Technical Lead experience

The Ideal Qualifications

  • 10+ years of related IT Architecture or IT consulting experience
  • 5 years of Investment Management and/or Finance experience
  • Emerging Technologies in Investment Management including AI/ML
  • Experience with IM Platforms: Eagle, Aladdin, Calypso, Murex or similar
  • Experience in data management platform design and integrations, ABOR/IBOR data layer, data modeling for IM domain, data framework adoption, mastering solution design.
  • Excellent communication, presentation, influencing and reasoning skills
  • A team-focused mentality with proven ability to work effectively with diverse stakeholders
  • Strong interpersonal skills, with an emphasis on the ability to effectively influence others, collaborate and partner.
  • Understanding of the impact of IT on business results
  • Demonstrated experience using Architecture Methodology (TOGAF, Archimate)
  • Strong decision-making capabilities, with a proven ability to weigh the relative costs and benefits of potential actions and identify the most appropriate one
  • Experience in Public Cloud platforms (preferably AWS), solution design and development using Cloud-native services, and understanding of cost rationalization.
  • AWS/Azure Cloud Certification
  • Strong experience in Architecture and Design patterns
  • Developed acumen in Domain Driven Design
  • Strong experience with event streaming design and implementation using Kafka, along with web service protocols and patterns like SOAP, REST, JSON, XML/XSDs.
  • Experience with REST API for data interchange and API-driven systems integration decoupling digital and backend systems.
  • Track record of designing architectural reference material

What to Expect as Part of MassMutual and the Team

  • Regular meetings with the Enterprise Architecture team
  • Focused one-on-one meetings with your manager
  • Access to mentorship opportunities
  • Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, 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 nosiness with industry leading pay and benefits

#LI-RK1

MassMutual is an equal employment opportunity employer. We welcome all persons to apply.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
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Investment Director
$250 +
Somerville, MA 3 weeks ago
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)Site: Mass General Brigham IncorporatedAt Mass General Brigham, we know it takes a surprising range of talented professionals to advance our mission—from doctors, nurses, business people and tech experts, to dedicated researchers and systems analysts.

As a not-for-profit organization, Mass General Brigham is committed to supporting patient care, research, teaching, and service to the community.

We place great value on being a diverse, equitable and inclusive organization as we aim to reflect the diversity of the patients we serve.At Mass General Brigham, we believe a diverse set of backgrounds and lived experiences makes us stronger by challenging our assumptions with new perspectives that can drive revolutionary discoveries in medical innovations in research and patient care.

Therefore, we invite and welcome applicants from traditionally underrepresented groups in healthcare — people of color, people with disabilities, LGBTQ community, and/or gender expansive, first and second-generation immigrants, veterans, and people from different socioeconomic backgrounds – to apply.
**Job Summary
**As a not-for-profit organization, Mass General Brigham (MGB) is committed to supporting patient care, research, teaching, and service to the community by leading innovation across our system.

Founded by Brigham and Women’s Hospital and Massachusetts General Hospital, MGB supports a complete continuum of care including community and specialty hospitals, a managed care organization, a physician network, community health centers, home care and other health-related entities.

Several of our hospitals are teaching affiliates of Harvard Medical School, and our system is a national leader in biomedical research.

Investment Office General Overview Mass General Brigham’s Investment Office manages more than $25 billion for MGB, invested primarily via partnerships with third party investment management firms.

Strategies in the portfolio include private equity, venture capital, long-only equities, long/short equities, and real assets investments.

Our goal is to generate excellent long-term risk adjusted returns to support MGB’s mission to improve the lives and health outcomes of patients globally.

The Investment Office offers a collaborative, team-oriented environment.

We strive to be nimble in our pursuit of exceptional investment opportunities, as well as our support of world-class investment partners.

This is a hybrid position based in Boston/Somerville, MA.
**Qualifications
****Investment Director Job Description
**The Investment Office is looking to hire an Investment Director to join our generalist investment team.

This position offers a unique opportunity to have an outsized impact on a $25+ billion investment portfolio serving the long-term operations of a renowned healthcare institution.We employ an endowment-style approach to investing, in which we partner with external investment managers to access the most attractive investments globally.

Our work entails underwriting both these managers and the assets in their portfolios.

MGB’s long-duration capital, scaled capital base, partnership-oriented approach, and mission make us an attractive collaborator for managers who share our time horizon and values.The Investment Office offers a collaborative and meritocratic environment in which all members of our investment staff sit on our internal investment committee.

We have the privilege of working with many exceptional investment organizations; you will grow as an investor through your interactions with these groups, as well as your first-hand engagement in our decision-making processes.Investment staff members travel domestically and internationally to evaluate new and evolving opportunity sets, meet managers, and visit companies.

You will lead and co-lead diligence processes and make investment recommendations, work that entails both rigorous analytics and creative thinking.

In addition, all investment staff members are engaged in portfolio management decisions and have opportunities to present our work to our Investment Committee.

You will help us refine and evolve our investment strategy as the investment universe evolves, too.We are a small team, which requires us to be nimble and roll up our sleeves to tackle novel challenges.

Successful hires will have long-term career progression opportunities on our team.

We take mentorship seriously and are excited to support talented, dedicated teammates in their career goals.Investment Director responsibilities include, but are not limited to:
* Identify investment niches, themes, and network nodes that could lead to compelling new investment opportunities
* Collaborate with colleagues to underwrite investments; this work includes evaluating both investment managers and the assets in their portfolios
* Sit on our internal investment committee
* Author white papers to help us refine our strategy and processes
* Successful Investment Directors earn progressive levels of responsibility around manager relationships and monitoring, with promotion opportunities to Managing Director
* Candidates must be willing to work a hybrid schedule from MGB’s Somerville, MA (Boston area) office, as well as travel domestically and internationally
**Investment Director Qualifications
*** Strong interest in investing; excited to work across investment asset classes and geographies
* Energetic, positive, can-do attitude; highly collaborative and team-oriented
* Entrepreneurial mindset; willing to play both leading and supporting roles in diligence efforts
* Inspired to support a mission-driven organization; dedicated to representing MGB’s best interests and acting with unquestionable ethics at all times
* Curious and analytical; excited by new challenges
* Exceptional oral and written communication skills
* Strong relationship management abilities
* Bachelor’s degree or higher with excellent academic credentials
* Prior work experience in analytical field; investment experience (in any area) preferred
* This role is best suited to candidates with at least 4 years of work experience
**Additional Job Details (if applicable)
****Remote Type
**Hybrid
**Work Location
**399 Revolution Drive
**Scheduled Weekly Hours
**40
**Employee Type
**Regular
**Work Shift
**Day (United States of America)
**EEO Statement:
**Mass General Brigham Incorporated is an Equal Opportunity Employer.

By embracing diverse skills, perspectives and ideas, we choose to lead.

All qualified applicants will receive consideration for employment without regard to race, color, religious creed, national origin, sex, age, gender identity, disability, sexual orientation, military service, genetic information, and/or other status protected under law.

We will ensure that all individuals with a disability are provided a reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.##
**Mass General Brigham Competency Framework
**At Mass General Brigham, our competency framework defines what effective leadership “looks like” by specifying which behaviors are most critical for successful performance at each job level.

The framework is comprised of ten competencies (half People-Focused, half Performance-Focused) and are defined by observable and measurable skills and behaviors that contribute to workplace effectiveness and career success.

These competencies are used to evaluate performance, make hiring decisions, identify development needs, mobilize employees across our system, and establish a strong talent pipeline.Combat disease.

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Help people.

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