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analyst, investment operations – treasury Jobs in Boston

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associate, portfolio operations, credit

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analyst investment operations treasury

Cambridge Associates

<div>Firm Overview:
Cambridge Associates (&ldquo;CA&rdquo;) is a leading global investment firm. CA&rsquo;s goal is to help endowments &amp; foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.
Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com .
Job Description Summary:
The Treasury Analyst will be responsible for supporting the processing and execution of cash and security transactions for client portfolios in which Cambridge Associates (C|A) is the Investment Manager. In this role the Analyst will primarily be responsible for the preparation of wire transactions, mutual fund trades, and ETF trades for further review by senior members of the team. The Analyst will develop an understanding of our internal trade operation systems as well as custodian transaction platforms. The role requires high attention to detail while preparing transactions and time management skills to effectively process high volumes of transactions across multiple client portfolios and custodian banks. These are highly complex portfolios that deal in hedge, private equity, mutual funds and ETFs. This role requires frequent collaboration with other internal operations and investment teams and external service providers (e.g., fund accounting agent, outsourced middle and back-office service providers, and custodians).
Job Description:
Responsibilities
<ul><li>Prepare and instruct cash wires for the purpose of private investment capital calls, alternative asset subscriptions, manager and service provider invoices, client withdrawals, FX transactions.
</li></ul><ul><li>Prepare and instruct ETF and Mutual Fund trading through custodians and brokers.
</li></ul><ul><li>Track wire transactions and trade executions to confirm completion within internal and external deadlines.
</li></ul><ul><li>Collaborate closely with Portfolio Operations Team to identify, inform, and resolve cash reconciliation breaks. Identify and escalate any transaction issues.
</li></ul><ul><li>Engage and maintain operational relationships with many different custodian banks and service providers to our clients. Close communication with multiple custodian banks throughout the day to ensure proper and timely transaction execution and resolution of any issues.
</li></ul><ul><li>Contribute to and support projects within Treasury and in collaboration with other departments.
</li></ul><ul><li>Adhere to policies and procedures of Treasury and Investment Operations.
</li></ul><ul><li>Identify opportunities to reduce risk and increase scalability of existing processes through controls, procedures, and technology enhancements.
</li></ul>Qualifications
<ul><li>Undergraduate degree; preferably in finance or business administration
</li></ul><ul><li>1 - 3 years of work experience in Treasury Operations, Custody Operations, or Fund Administration
</li></ul><ul><li>Knowledge of alternative asset operations - fund of funds, hedge and/or private equity portfolios.
</li></ul><ul><li>Knowledge of USD wire execution process, or Mutual Fund/ETF settlement process preferred
</li></ul><ul><li>A team-oriented individual with strong interpersonal, organizational, communication skills and attention to detail
</li></ul><ul><li>Ability to work in a rapidly growing fast-paced environment and manage multiple competing priorities within deadlines.
</li></ul><ul><li>Excellent MS Excel, Word, Outlook skills are required.
</li></ul>Base salary range for this role:
Pay Range Minimum:
63700
Pay Range Maximum:
82800
In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.</div>

Analyst, Investment Operations – Treasury

Daley And Associates, LLC

<div>
 
 
 
 
 Senior Investment Operations Analyst - Boston, MA (Hybrid, Contract)
 
 
 
 
 
 We are currently seeking candidates for an Investment Operations Analyst opportunity with a highly successful Investment Management firm located in Boston, MA. The Investment Operations Analyst will conduct portfolio accounting, support trade operations, perform reconciliations, and promote strong vendor relations. The ideal candidate will have 3+ years of experience in investment operations, portfolio administration, and reconciliation in investment management or the financial services industry.
 
 
 
 Compensation:&nbsp;
 
 $35&mdash;$45/hour (depending on experience)&nbsp;
 
 
 
 
 
 
 Location:
 
 &nbsp;Boston, MA
 
 
 Work-Model:
 
 Hybrid (4 days onsite, 1 day remote)
 
 
 Duration:&nbsp;
 
 8+ month contract with potential to extend
 
 
 
 Responsibilities:
 
 
 
 <ul>
 <li>
 
 
 Maintain and verify cash transactions by accurately inputting data into the portfolio accounting system.
 
 
 </li>
 <li>
 
 
 Manage the flow of trade data from trading desks, ensuring settlement details are received, verified, and properly recorded.
 
 
 </li>
 <li>
 
 
 Facilitate the seamless transformation of trade information into the accounting platform and ensure timely reporting of trade details to custodians.
 
 
 </li>
 <li>
 
 
 Support the upkeep of securities data, including maintaining accurate security characteristics and market prices for reliable appraisal valuations and performance measurements.
 
 
 </li>
 <li>
 
 
 Perform daily reconciliation of holdings and transactions across internal systems and custodian banks, ensuring discrepancies are documented and promptly resolved.
 
 
 </li>
 <li>
 
 
 Generate and distribute reconciliation reports for both internal teams and external stakeholders using a variety of system tools.
 
 
 </li>
 <li>
 
 
 Produce standard and customized (ad hoc) reports to fulfill both internal operational needs and external client or regulatory requests.
 
 
 </li>
 <li>
 
 
 Build and maintain strong relationships with vendors, custodians, and other financial institutions, proactively addressing service issues and staying informed about market and industry developments.
 
 
 </li>
 </ul>
 
 
 
 Qualifications:
 
 
 
 <ul>
 <li>
 
 
 Bachelor&rsquo;s degree in Finance, Economics, or Business.
 
 
 </li>
 <li>
 
 
 3+ years of experience in investment operations, with a strong focus on reconciliations.
 
 
 </li>
 <li>
 
 
 Proficiency with Microsoft Excel for data analysis and reporting, professional exposure to SQL or Python is a plus.
 
 
 </li>
 <li>
 
 
 Solid understanding of fixed income and equity securities.
 
 
 </li>
 <li>
 
 
 Exceptional analytical thinking, problem-solving abilities, and organizational skills.
 
 
 </li>
 <li>
 
 
 Outstanding written and verbal communication skills, with the ability to efficiently manage a high volume of email correspondence.
 
 
 </li>
 <li>
 
 
 Capable of working independently with minimal supervision, while also thriving in a collaborative remote or hybrid team environment.
 
 
 
 </li>
 </ul>
 
 
 For immediate consideration, interested and qualified candidates should send their resume to Jackson at jnichols@daleyaa.com.
 
 
 
 
</div>

Senior Investment Operations Analyst – Reconciliations & Trade Support

Fidelity Investments

<div><h3 class="jobSectionHeader">Job Description:</h3>
The Groups and Team
Quantitative Research &amp; Investments (QRI) is an investments and research division within Asset Management at Fidelity. We are responsible for the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity&rsquo;s investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.
With around $850 billion in assets under management, Fidelity Asset Management Solutions (FAMS) is a leading provider of multi-asset class solutions for retail and institutional clients. The range of investment solutions includes target date funds, target allocations funds, income and real return strategies, world allocation funds, and other custom institutional solutions.
The Multi-Asset Class (MAC) Quantitative Research Team within QRI provides research and analysis to FAMS portfolio managers and other investment professionals in support of our broad range of investment solutions. This research is vital in helping portfolio managers to select the most suitable investment options and manage asset class and risk exposures across all investment solutions we deliver. Members of the team either work directly within a specific investment team as an embedded analyst or support all investment teams as a central analyst.
The Role
Fidelity is seeking a seasoned quantitative investment analyst to join the Multi-Asset Class (MAC) team, supporting our target date strategies. As a key contributor, you will develop and communicate market views, produce thematic research and thought leadership, and design and evaluate innovative investment strategies focused on alpha generation. You&rsquo;ll enhance quantitative frameworks for both strategic and tactical asset allocation, and refine tools for outcome-driven portfolio construction and risk management. Your work will directly impact the management of Fidelity&rsquo;s mutual funds and client accounts, while also supporting the development of new products tailored to evolving client needs.
Responsibilities will vary based on your experience, skillset, and the team&rsquo;s priorities, which may shift over time. Potential areas of focus include:<ul><li>
Proprietary alpha signals and factor models</li><li>
Systematic cross-asset investment strategies</li><li>
Discretionary macro research</li><li>
Target date glidepath design</li><li>
Retirement solutions to address longevity risk</li><li>
Downside protection and robust diversification</li><li>
Liability-driven investment solutions</li></ul>
The ideal candidate will bring deep multi-asset market expertise, strong quantitative and programming capabilities using agentic harnesses, and advanced data modeling skills. Success in this role requires analytical rigor, clear communication, and a collaborative mindset.
The Value You Deliver<ul><li>
Develop and communicate global macro views based on both independent and collaborative research.</li><li>
Conduct research in tactical asset allocation, while also supporting strategic asset allocation, portfolio construction, and manager research.</li><li>
Build quantitative tools and infrastructure to support discretionary and systematic investment processes.</li><li>
Collaborate with investment, client-facing, data and technology teams.</li><li>
Translate complex quantitative ideas for non-technical audiences.</li><li>
Share insights through stakeholder presentations and published research.</li></ul>
The Expertise and Skills You Bring<ul><li>
Deep understanding of market dynamics, quantitative strategies, portfolio construction, and risk management.</li><li>
Advanced degree in finance, math, engineering, science, or business.</li><li>
7+ years in multi-asset quantitative research.</li><li>
3+ years generating alpha in discretionary investment processes.</li><li>
Programming and data management experience; proficiency in agentic harnesses using Python or R.</li></ul>
Leadership Competencies You Demonstrate<ul><li>
Strategic thinker with a bias for timely execution.</li><li>
Professional presence with strong communication across all levels.</li><li>
Independent idea generator with a collaborative working style.</li><li>
Passionate about markets and investing.</li><li>
High integrity, humility, and team orientation.</li><li>
Committed to investment principles and repeatable processes.</li><li>
Client-focused mindset.</li></ul>
The base salary range for this position is $100,000 - $200,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate&rsquo;s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. 
 
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity&rsquo;s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3 class="jobSectionHeader">
Certifications:</h3><h3 class="jobSectionHeader">
Category:</h3>
Investment Professionals</div>

Quantitative Investment Analyst

<div><h3 class="jobSectionHeader">Job Description:</h3>
The Role
The Liquid Alts Trading Operations Senior Analyst is a newly envisioned role within Investment Services, designed to provide dedicated operational support for Liquid Alternatives trading on the Equity Alts desk. This role will partner with the Liquid Alts Portfolio Services team to focus on ensuring seamless execution and lifecycle management of Liquid Alts flows.
The successful candidate will manage all aspects of pre‑trade and post‑trade processing, including:<ul><li>
Security reference data creation and validation across listed and OTC instruments</li><li>
Trade booking, pricing validation, and economics confirmation across ARP swaps, futures, listed options, equity swaps, IRS, CDS, and new OTC products planned for 2026</li><li>
Coordination and communication with external dealers, prime brokers, and administrators</li><li>
Lifecycle event monitoring (maturities, resets, rolls, novations, corporate actions, option exercises/assignments, and collateral)</li></ul>
This role requires deep cross-system knowledge, broad access across Asset Management platforms, and strong coordination skills with trading desks, FFIO, technology, and external counterparties to accelerate workflows, reduce reliance on ad hoc operational coverage, and support the scaling of our Liquid Alts capabilities.
The Expertise and Skills You Bring<ul><li>
10+ years of experience in trade operations or investment services, ideally within multi‑asset, derivatives, or Liquid Alts environments</li><li>
CFA, CAIA, or progress toward certification preferred</li><li>
Strong understanding of OTC derivatives (Equity TRS, IRS, CDS, Swaptions, OTC Options, etc.) and alternative investment structures</li><li>
Demonstrated ability to manage competing priorities across desks, independently and with urgency</li><li>
Familiarity with derivative lifecycle events, including resets, settlements, collateral, clearing, pricing, corporate actions, and reference data</li><li>
Proven ability to navigate and integrate across multiple Asset Management systems (OMS/EMS, valuation systems, reconciliation tools, middle‑office utilities)</li><li>
Strong project management and end‑to‑end process design skills</li><li>
Excellent communication, cross‑team coordination, and relationship‑building abilities</li></ul>
The Successful Candidate Will<ul><li>
Serve as key resource to Trading, Liquid Alts Investment Services, and Fidelity Fund Investment Operations</li><li>
Coordinate and lead cross-company trading initiatives to support Liquid Alts trade flows</li><li>
Manage pre-trade and post-trade processes, including trade booking validation and security reference setup</li><li>
Communicate externally with trading/financing counterparties to ensure accuracy and address ad hoc inquiries</li><li>
Lead onboarding and support for new instruments and capabilities, particularly OTC derivatives</li><li>
Participate in implementation strategy to enable effective and efficient processes for Liquid Alt products</li><li>
Perform impact assessments, resolve operational issues, and develop workflow documentation</li></ul>
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Asset Management Compliance, Risk and Business Operations (CRBO) group comprises the following teams: AM Compliance, AM Risk, Business Operations and Strategy, Counterparty Research &amp; Analytics, Investment Services, and Strategic Business Initiatives. CRBO is a global organization focused on advancing Fidelity and Asset Management&rsquo;s strategic priorities through innovation, business partner alignment, and fostering a culture that challenges the status quo and promotes vitality.
The teams work together to support Asset Management&rsquo;s strategic goals while being the best partner to the business to protect our clients via proactive compliance monitoring, risk oversight, and strategic business planning. The team&rsquo;s key organizational themes are business partnership and stewardship, modernization and digitization, innovation, and talent development.
The base salary range for this position is $85,000-171,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate&rsquo;s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity&rsquo;s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.<h3 class="jobSectionHeader">
Certifications:</h3><h3 class="jobSectionHeader">
Category:</h3>
Investment Operations</div>

Senior Analyst, Liquid Alts Trading Operations

JPMorganChase

<div>JOB DESCRIPTION 
Portfolio Analyst
55ip's Quantitative Research &amp; Development (R&amp;D) team is seeking a dedicated professional to support the team's testing and operational needs. The ideal candidate will possess a strong understanding of market and portfolio data, with the ability to analyze and investigate investment outcomes. This role requires ensuring that portfolios are strategically aligned with investment strategies and perspectives, while also guaranteeing that organizational and infrastructure capabilities are robust enough to support the portfolio management process.
The successful candidate will be highly motivated, adept at problem-solving, and an effective team player eager to make a significant impact within the organization.
Responsibilities<ul>
<li>Collaborate with quantitative researchers and software developers to enhance investment algorithms and optimize research data. Facilitate the advancement of back-testing, simulation, and data visualization platforms to support strategic investment decisions. Analyze trade suggestions, positioning, risk metrics, etc. to ensure alignment with investment thesis and process, and recognize, evaluate, and reconcile any results that are inconsistent with strategy objectives.</li>
<li>Establish, execute, and oversee both historical and forward-looking simulations to ensure robust analysis and accuracy in investment strategies.</li>
<li>Develop comprehensive analysis and visualization reports utilizing Excel, Tableau, and other advanced analytical tools to effectively communicate insights and support data-driven decision-making processes.</li>
<li>Investigate and resolve inquiries and issues arising from trade operations and investment teams, ensuring seamless execution and alignment with strategic financial objectives.</li>
<li>Collaborate closely with product management, portfolio managers, and technology teams to launch, refine, and test both existing and new investment strategies, ensuring alignment with market trends and organizational goals.</li>
<li>Engage in governance practices to oversee and enhance investment methodologies, ensuring compliance with industry standards and optimizing performance outcomes.</li>
<li>Utilize JIRA to efficiently manage and assign work items and issues, ensuring streamlined workflow and effective resolution within project timelines.</li>
<li>Thoroughly document operational procedures, processes, and workflows to ensure clarity, consistency, and compliance across all financial operations.</li></ul>
Requirements<ul>
<li>Bachelor's degree in Finance, Accounting, or Economics.</li>
<li>Deep passion for financial markets and the investment management process.</li>
<li>Strong attention to detail with the ability to conceptualize and comprehend complex financial data.</li>
<li>Demonstrated interest in pursuing CFA and/or FRM certifications.</li>
<li>Team player with a strong work ethic and a diligent, responsible personality.</li>
<li>Collaborative nature, thriving on challenges in fast-paced, dynamic environments.</li>
<li>Collaborative and cooperative approach with employees and management at all levels.</li>
<li>Highest degree of integrity, motivation, and intellectual curiosity.</li>
<li>Solid understanding of basic statistics, strong Excel skills, and quantitative capabilities.</li>
<li>Ability to work with basic Python and statistical analysis.</li>
<li>Proven ability to manage multiple tasks and work under pressure, handling large workloads and tight deadlines.</li>
<li>Strong verbal and written communication skills.</li>
<li>Proficient in Microsoft PowerPoint, Word.</li>
<li>Proficient in investigating data issues using SQL.</li>
<li>Familiarity with financial tools such as BarraOne, Factset, and Bloomberg is a plus.</li></ul>
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

Senior Portfolio Associate, 55IP

JVS Boston

<div><div>About JVS:</div>
<div>
Jewish Vocational Services Inc. (JVS) is a mission-driven non-profit organization dedicated to empowering individuals and strengthening communities. With an annual operating budget exceeding $20 million and diverse funding streams&mdash;including government contracts, private grants, and philanthropic support, JVS provides comprehensive employment, education, and training services to thousands of individuals annually.
</div>
<h3 class="jobSectionHeader">Position Overview:</h3><div>

Reporting to the CEO, the Chief Financial Officer (CFO) serves as a key member of the executive leadership team and the organization&rsquo;s senior financial strategist. Reporting directly to the President &amp; CEO and working closely with the Board of Directors, the CFO provides strategic financial leadership and oversight for all aspects of financial management, planning, reporting, and compliance.

This executive role requires a visionary financial leader who can balance long-term strategic planning with operational excellence. The CFO plays a critical role in driving financial sustainability, supporting organizational growth, and ensuring the highest standards of fiscal stewardship and transparency.
</div><h3 class="jobSectionHeader">
Key Responsibilities</h3><div>

Strategic Financial Leadership:

 Serve as the chief financial strategist and trusted advisor to the CEO and Board of Directors on all financial matters
<ul>
<li>Develop and execute comprehensive financial strategies that support organizational mission, sustainability, and long-term growth</li>
<li>Lead multi-year strategic financial planning and scenario modeling to inform organizational priorities and resource allocation</li>
<li>Provide strategic financial analysis and recommendations on major organizational initiatives, partnerships, and program expansion</li>
<li>Identify and assess financial risks and opportunities, developing mitigation strategies and contingency plans</li>
<li>Partner with executive leadership to align financial resources with strategic priorities
</li></ul>Financial Planning, Budgeting and Forecasting:
<ul>
<li>Lead the development and execution of the annual organizational budget aligned with strategic priorities and mission impact</li>
<li>Develop advanced financial models and forecasting tools to support data-driven decision making</li>
<li>Create and maintain rolling forecasts and scenario planning models</li>
<li>Establish a comprehensive KPI framework to monitor organizational financial health and performance</li>
<li>Oversee capital planning and major financial commitments</li>
<li>Drive the budget development process with department leaders to ensure alignment and accountability</li>
</ul>
Financial Reporting and Compliance:
<ul>
<li>Ensure accurate, timely, and comprehensive financial reporting for internal stakeholders, the Board of Directors, funders, and regulatory agencies</li>
<li>Present financial reports, analysis, and recommendations to the Board of Directors and the Finance &amp; Audit Committee</li>
<li>Ensure compliance with GAAP, non-profit accounting standards, and all applicable laws and regulations</li>
<li>Maintain strong internal controls and financial policies to safeguard organizational assets</li>
</ul>
Treasury and Risk Management:
<ul><li>Oversee cash flow management, banking relationships, and treasury operations</li>
<li>Manage the organization&rsquo;s investment portfolio in alignment with Board-approved investment policies</li>
<li>Develop and monitor cash flow projections to ensure ongoing liquidity</li>
<li>Manage debt obligations, lines of credit, and financial institutional relationships</li>
<li>Oversee insurance coverage and enterprise risk management strategies</li>
</ul>
Systems and Process Leadership:
<ul>
<li>Drive continuous improvement of financial systems, processes, and infrastructure</li>
<li>Champion optimization and full utilization of financial technology platforms, including NetSuite and financial planning tools</li>
<li>Lead evaluation, selection, and implementation of financial system enhancements</li>
<li>Ensure efficiency and integration across financial systems</li>
<li>Establish standardized financial processes and documentation across the organization</li>
</ul>
Leadership and Team Development:
<ul>
<li>Provide strategic leadership, mentorship, and professional development for the finance function</li>
<li>Build and sustain a high-performing, collaborative finance team culture focused on service excellence</li>
<li>Directly supervise senior finance leadership, including the Controller and senior financial staff</li>
<li>Foster strong cross-functional partnerships with programmatic and administrative teams</li>
<li>Develop succession planning and a strong talent pipeline within the finance function</li>
</ul></div><h3 class="jobSectionHeader">Required Qualifications:</h3><div>

Education and Credentials
<ul>
<li>Bachelor&rsquo;s degree in accounting, Finance, Business Administration, or related field required</li>
<li>MBA, CPA, or CMA required; CPA strongly preferred</li>
<li>Master&rsquo;s degree in a relevant field preferred</li>
</ul>
Experience:
<ul>
<li>Minimum of 15 years of progressive financial leadership experience</li>
<li>7&ndash;10 years in an executive-level CFO or equivalent senior finance role</li>
<li>Experience managing finances of organizations with $20M+ budgets and complex funding streams</li>
<li>Deep expertise in non-profit financial management, compliance, and reporting</li>
<li>Proven experience with government contracts and/or foundation grants</li>
<li>Demonstrated success leading financial transformations and system implementations</li>
</ul>
Technical and Strategic Skills:
<ul>
<li>Expert knowledge of GAAP and non-profit accounting principles</li>
<li>Advanced financial modeling, forecasting, and scenario planning skills</li>
<li>Strong experience with ERP systems; NetSuite experience highly preferred</li>
<li>Advanced Excel and financial planning/analysis tool proficiency</li>
<li>Strong understanding of regulatory and compliance requirements, including Uniform Guidance</li>
<li>Ability to identify systemic issues and implement scalable solutions</li>
</ul>
Leadership and Communication:
<ul>
<li> Executive presence with exceptional communication and influencing skills</li>
<li>Ability to translate complex financial data into clear, actionable insights</li>
<li>Proven ability to build, develop, and lead high-performing finance teams</li>
<li>Strategic thinker with strong judgment and organizational awareness</li>
<li>Collaborative leadership style with strong relationship-building skills</li>
</ul></div><h3 class="jobSectionHeader">Preferred Qualifications</h3><div>
<ul><li>Prior CFO experience in non-profit human services, workforce development, or social services</li>
<li>Experience with financial planning platforms such as Workday Adaptive Planning or Solver</li>
<li>Experience with indirect cost rate development and negotiations</li>
<li>Knowledge of workforce development or vocational services programs</li>
<li>Public speaking or external presentation experience</li>
</ul></div><h3 class="jobSectionHeader">Key Competencies and Attributes:</h3><div>
<ul><li>Strategic Vision: Aligns financial strategy with mission and long-term impact</li>
<li>Executive Leadership: Operates effectively at the highest organizational levels</li>
<li>Financial Expertise: Applies deep technical knowledge to complex challenges</li>
<li>Innovation: Drives modernization and continuous improvement</li>
<li>Mission Alignment: Leads with commitment to JVS&rsquo;s purpose and community impact</li>
<li>Collaboration: Integrates financial and programmatic perspectives</li>
<li>Integrity: Demonstrates the highest standards of ethics and stewardship</li>
<li>Adaptability: Thrives in a dynamic, complex environment</li>
<li>Results Orientation: Delivers outcomes with accountability and discipline</li>
</ul></div><div><div>JVS is strongly committed to diversity and a workplace environment that respects, appreciates and values employee differences and similarities. By providing and supporting a work culture that fosters and builds upon diversity and its strengths, JVS will better serve our local communities and continue to provide quality services.</div>
<div>JVS is an employment at-will organization and an equal opportunity employer committed to maintaining a work and learning environment free from discrimination on the basis of sex, race, color, religion, national origin, pregnancy, gender identity, sexual orientation, marital/civil union status, ancestry, place of birth, age, citizenship status, veteran status, political affiliation, genetic information or disability, as defined and required by state and federal laws. Additionally, JVS prohibits retaliation against an applicant or employee because he or she has engaged in protected activity under the statutes prohibiting discrimination in the workplace.</div>
</div>
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.</div>

Chief Financial Officer

Man Group

<div>
 
 About Man Group
 
 
 
 Man Group is a global alternative investment management firm focused on pursuing outperformance for sophisticated clients via our Systematic, Discretionary and Solutions offerings. Powered by talent and advanced technology, our single and multi-manager investment strategies are underpinned by deep research and span public and private markets, across all major asset classes, with a significant focus on alternatives. Man Group takes a partnership approach to working with clients, establishing deep connections and creating tailored solutions to meet their investment goals and those of the millions of retirees and savers they represent.
 
 
 Headquartered in London, we manage $227.6 billion* and operate across multiple offices globally. Man Group plc is listed on the London Stock Exchange under the ticker EMG.LN and is a constituent of the FTSE 250 Index. Further information can be found at www.man.com
 
 
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 As at 31 December 2025
 
 
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 Purpose of the Role
 
 
 
 The Investment Operations team provides operational services to the AHL, GLG, and Numeric fund managers, covering all securities across all markets. As a Trade Operations Analyst you will ensures that all trades booked by these fund managers are true and accurate, while maintaining strong risk management standards.
 
 
 
 Key Responsibilities
 
 
 
 
 Trade Confirmation &amp; Settlement
 
 
 
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 Confirm and match all trades in a timely manner
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 Monitor inbox to mitigate risk on potential settlement issues
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 Resolve trade settlement issues promptly
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 Monitor unconfirmed and failing trades
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 Investigate and clear all nostro breaks in securities transactions
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 Improve STP rates at Custodians and Prime Brokers
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 Perform monthly CSDR investigation and reimbursements as needed
 
 
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 Trade Lifecycle &amp; Data Management
 
 
 
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 Trade amendments, event processing, and reference data maintenance to ensure accurate representation of positions, P&amp;L, and exposures in risk management systems
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 Perform daily reconciliation of trade activity for cash and positions
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 Continually improve data quality and consistency
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 Ensure security data integrity across multiple internal systems
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 Maintain integrity of financial and confidential data
 
 
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 Stakeholder Management
 
 
 
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 Act as central point of contact for all broker queries
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 Act as subject matter expert for Equity, Bond, and OTC products across Man Group
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 Manage queries from internal and external clients efficiently
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 Build and maintain third-party relationships with Prime Brokers, Custodians, and Counterparties
 
 
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 Process Improvement &amp; Governance
 
 
 
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 Continually review and improve working practices/processes; automate end-to-end processes where possible
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 Liaise with global Tech &amp; Ops counterparts on strategic initiatives, provide expertise for processes &amp; systems, assist in testing technology rollouts, and drive enhancements
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 Implement and execute processes within a control infrastructure that mitigates operational risk
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 Collate and present key governance metrics to the business regularly
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 Ensure all functions performed are in line with Man Group's growth or contraction
 
 
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 Compliance &amp; Risk
 
 
 
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 Ensure all processes meet minimum Audit and Internal Control framework requirements
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 Maintain awareness of compliance and regulatory data requirements; manage impacts appropriately
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 Assist with periodic compliance and regulatory projects
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 Identify actual or potential instances of non-compliance with regulations
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 Identify complex events and communicate to team members
 
 
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 Collaboration
 
 
 
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 Work alongside other Ops teams to provide cover and product knowledge
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 Represent the Equity, Bond, OTC Derivatives Confirmations/Settlement team across Man Group
 
 
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 Key Skills &amp; Experience
 
 
 
 
 Product Knowledge
 
 
 
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 Full understanding of financial instruments, specifically Equity, Bonds, and OTC (Swaps)
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 Broad understanding of settlement intricacies across multiple regions
 
 
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 Technical Skills
 
 
 
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 Strong Excel and Microsoft Office skills
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 Broad application skills across multiple platforms
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 Experience with Bloomberg, Salerio, DTCC CTM, ALERT, Traiana, ICE (desirable but not essential)
 
 
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 Core Competencies
 
 
 
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 Strong analytical skills to understand a broad set of products and complex end-to-end workflows
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 Detail-oriented with a control mindset
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 Accuracy with strong attention to detail
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 Ability to multi-task and prioritize in a fast-paced environment
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 Excellent communication skills; ability to partner with Front Office, Tech, and Operations teams globally
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 Strong prioritization and planning skills
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 Ability to articulate operational needs
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 Teamwork approach
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 Efficient and ethical
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 Willingness to work flexible hours as needed
 
 
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 The anticipated based salary range for this position is listed below. Compensation packages would also include benefits and a discretionary bonus. This is the base salary range that the Company believes it will pay for this position at the time of this posting based on the location and requirements of the position as well as the skills, qualifications, and experience of the applicant. The Firm reserves the right to modify this pay range at any time.
 
 
 US Pay Range: $80,000 USD - $100,000 USD
 
 
 
 Inclusion, Work-Life Balance And Benefits At Man Group
 
 
 
 You'll thrive in our working environment that champions equality of opportunity. Your unique perspective will contribute to our success, joining a workplace where inclusion is fundamental and deeply embedded in our culture and values. Through our external and internal initiatives, partnerships and programmes, you'll find opportunities to grow, develop your talents, and help foster an inclusive environment for all across our firm and industry. Learn more at www.man.com/diversity.
 
 
 You'll have opportunities to make a difference through our charitable and global initiatives, while advancing your career through professional development, and with flexible working arrangements available too. Like all our people, you'll receive two annual 'Mankind' days of paid leave for community volunteering.
 
 
 Our comprehensive benefits package includes competitive holiday entitlements, pension/401k, life and long-term disability coverage, group sick pay, enhanced parental leave and long-service leave. Depending on your location, you may also enjoy additional benefits such as private medical coverage, discounted gym membership options and pet insurance.
 
 
 
 Equal Employment Opportunity Policy
 
 
 
 Man Group provides equal employment opportunities to all applicants and all employees without regard to race, color, creed, national origin, ancestry, religion, disability, sex, gender identity and expression, marital status, sexual orientation, military or veteran status, age or any other legally protected category or status in accordance with applicable federal, state and local laws.
 
 
 Man Group is a Disability Confident Committed employer; if you require help or information on reasonable adjustments as you apply for roles with us, please contact TalentAcquisition@man.com.
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Trade Operations Analyst

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