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business analyst aladdin investment operations

Manulife

<div>The Business Analyst will play a key role in supporting the implementation of new technology and applications across Middle Office Investment Operations. The analyst will work closely with operations teams, technology partners, and external vendors to gather requirements, document workflows, support system integration, and drive operational readiness. The role is instrumental in ensuring a smooth transition and enabling scalable, efficient, and well‑controlled operational processes.
Responsibilities:
<ul><li>Collect, document, and manage business requirements throughout the project lifecycle
</li><li>Analyze current-state processes and support operations in designing future-state workflows that align with new system capabilities and target operating models.
</li><li>Develop and execute test strategies, test cases, and expected results to validate new workflows and system functionality; maintain clear and comprehensive documentation.
</li><li>Collaborate with business stakeholders to identify operational gaps, pain points, and opportunities for optimization.
</li><li>Work independently or with management to develop creative, scalable solutions for operational challenges, ensuring alignment to strategic transformation objectives.
</li><li>Partner with technology teams and external vendors to ensure new integrations, enhancements, and process changes meet business needs.
</li><li>Maintain focus as priorities evolve, clearly communicating changes, dependencies, and impacts across teams.
</li><li>Ensure all processes and systems adhere to relevant internal controls, regulatory standards, and compliance requirements.
</li></ul>Qualifications
<ul><li>University degree in Business, Finance, or Computer Science; MBA, CFA, FRM or similar certification is a plus.
</li><li>5+ years of Business Analysis experience within an Application Management environment within the financial services industry.
</li><li>High level of proficiency of BlackRock&rsquo;s Aladdin investment platform is required.
</li><li>Strong understanding of middle-office processes, including trade capture &amp; trade lifecycle, settlement operations, cash management, corporate actions, and reconciliations.
</li><li>Experience supporting system implementations, large-scale transformations, or operational migrations is needed.
</li><li>Strong analytical and documentation skills, including process mapping and workflow design.
</li><li>Demonstrated ability to work independently, manage multiple priorities, and operate in a global and cross-functional environment.
</li><li>Excellent communication, presentation, and influencing skills, with the ability to bridge business and technical teams, articulate requirements, and secure stakeholder alignment.
</li></ul>When you join our team:
<ul><li>We&rsquo;ll empower you to learn and grow the career you want.
</li><li>We&rsquo;ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
</li><li>As part of our global team, we&rsquo;ll support you in shaping the future you want to see.
</li></ul>About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html .
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com .
Referenced Salary Location
USA, Massachusetts, Boston, 197 Clarendon Street
<div><div><div><div><div><div><div><div><div><div><div><div><div><div>Working Arrangement
</div></div></div></div></div></div></div></div></div></div></div></div></div></div>Hybrid
Salary range is expected to be between
$88,425.00 CAD - $153,270.00 CAD
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location.
Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&amp;D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.
Know Your Rights I Family &amp; Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify
Company: John Hancock Life Insurance Company (U.S.A.)</div>

Business Analyst, Aladdin Investment Operations

STAG Industrial

<div>Job Title: Financial Analyst &ndash; Operations
Reports To: Associate &ndash; Operations
Department: Operations / Asset Management
FLSA Code: Exempt
Date Modified: March 2026
Job Purpose
The Financial Analyst plays a key role in supporting the financial and operational management of STAG&rsquo;s 120M+ square foot industrial real estate portfolio. Working closely with the Operations Associate to support portfolio management activities, the Financial Analyst develops financial models, forecasts portfolio operating performance, supports public REIT reporting, and performs strategic analysis to inform operational decisions across the full real estate life cycle.
The position partners cross-functionally with Regional Management, Asset Management, Property Management, Acquisitions, Accounting, and Investor Relations. The role supports the evaluation of leasing, development, redevelopment, and disposition opportunities while monitoring portfolio performance and key operating metrics.
Success in the role requires strong analytical capabilities, advanced financial modeling skills, intellectual curiosity, and the ability to communicate complex financial information into clear insights for senior leadership.
Duties and Responsibilities
Investment Analysis &amp; Financial Modeling (Ongoing):<ul><li>Financial Analysis &ndash; Develop detailed cash flow models in Excel using proprietary templates to evaluate the economic impact of leasing, development, redevelopment, repositioning, and disposition opportunities across the portfolio.</li><li>Sensitivity Analysis &ndash; Perform sensitivity analyses to assess the impact of various scenarios on financial returns and portfolio performance.</li><li>Portfolio Strategy Support &ndash; Partner with Regional Managers and Asset Managers to evaluate leasing strategies and lease transactions, providing data-driven recommendations to optimize asset and portfolio performance.</li><li>Investment Memoranda &ndash; Coordinate with cross-functional teams to prepare investment memoranda and transaction summaries for senior management approval.</li><li>Dispositions &ndash; Maintain the company&rsquo;s asset disposition pipeline and tracking materials. Support the disposition process, including coordination with Legal and Accounting departments.</li><li>Process Improvement &amp; Automation &ndash; Identify opportunities to improve reporting, financial modeling, and data workflows through automation and improved analytical tools.</li></ul>
Budgeting, Forecasting &amp; Performance Analysis (Monthly):<ul><li>Budgeting &amp; Forecasting &ndash; Support the preparation of annual NOI and capital expenditure budgets for the operating portfolio and maintain monthly reforecasts of projected portfolio operating performance.</li><li>Variance Analysis &ndash; Monitor actual performance against initial budgets and reforecasts. Perform variance analyses and clearly communicate drivers of NOI changes, emerging trends, risks, and opportunities to the Asset Management team and senior leadership.</li><li>KPI Monitoring &ndash; Track and analyze key REIT performance indicators, including Same Store NOI growth, occupancy, leasing spreads, and tenant retention.</li><li>Operations Results &ndash; Prepare materials summarizing operational and financial performance for monthly management meetings.</li></ul>
Financial Reporting &amp; Investor Relations Support (Quarterly / As Needed):<ul><li>Internal &amp; Public Reporting &ndash; Assist in preparing management reports and quarterly business updates related to portfolio operating and financial performance.</li><li>Earnings Call Preparation &ndash; Provide analysis and supporting materials for quarterly earnings call preparation, particularly related to operations and portfolio performance, providing meaningful exposure to senior leadership.</li><li>Market &amp; Portfolio Research &ndash; Conduct research on industrial markets and REIT portfolios to support strategic planning.</li><li>Accounting Analysis &ndash; Prepare Argus Enterprise cash flow models related to potential dispositions for accounting and valuation purposes.</li></ul>
Qualifications
Education:<ul><li>Bachelor&rsquo;s degree required, preferably in Finance, Economics, Accounting, Mathematics, or Real Estate.</li></ul>
Experience:<ul><li>Minimum 2 years of experience in real estate, finance, investment analysis, or a related industry.</li><li>Demonstrated ability to independently manage analyses and communicate results to senior stakeholders.</li></ul>
Technical Skills:<ul><li>Advanced Excel modeling skills, including complex cash flow analysis and large dataset aggregation.</li><li>Understanding of industrial real estate fundamentals and financial terminology.</li><li>Proficiency in Microsoft Office (Excel, PowerPoint, Word, and Outlook).</li><li>Familiarity with data visualization and analytical tools such as Microsoft Power BI is preferred.</li><li>Working knowledge of Argus Enterprise (cash flow modeling) is a plus.</li></ul>
Core Competencies:<ul><li>Strong analytical and quantitative skills.</li><li>Ability to synthesize complex data into clear, actionable insights and communicate findings effectively to senior leadership.</li><li>Detail-oriented with strong organizational and time management skills.</li><li>Ability to manage multiple priorities in a fast-paced, deadline-driven environment.</li><li>Team-oriented and dependable with a collaborative, cross-functional mindset.</li><li>Demonstrates ownership, integrity, accountability, and intellectual curiosity with a strong interest in the full real estate life cycle (acquisition, operation, and disposition).</li></ul>
Working Conditions
Position does not require special working conditions. Employees work in an office setting utilizing a laptop provided by the company. Limited travel within the United States may be required.
Direct Reports
Position has no direct managerial responsibilities.</div>

Financial Analyst

Osaic

<ul><li>Location:
<div>155 Seaport Boulevard</div><div>
Boston,</div><div>
MA</div>
</li><li>Req. Number: R0004850</li></ul>
 <div>Data Analyst Opportunity in Financial Services
Data Integration Analyst
Location(s):
Boston, MA: 155 Seaport Blvd, Boston, MA 02210
Osaic is not considering remote candidates at this time.
Osaic has returned to the office on a hybrid schedule. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.
Role Type: Full-time
Salary: $80,000 - $100,000 per year + annual performance-based bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic&rsquo;s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.
Summary:
A Unique Opportunity at CW Advisors &ndash; an award-winning independent RIA with an amazing culture and national footprint. CW Advisors is a national investment advisory firm headquartered in Boston, MA with offices located around the country. We specialize in providing sophisticated financial planning and investment advice and we love what we do. As the firm rapidly expands, we have some amazing career opportunities for self-motivated, team-oriented professionals.
CW Advisors is seeking a Data Integration Analyst to support the firm&rsquo;s private investment operations and research.
Education Requirements:
<ul><li>Bachelor&rsquo;s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.</li></ul>
Responsibilities:
<ul><li>Ongoing data maintenance</li><li>
Black Diamond Householding</li><li>
Salesforce data cleansing and imports</li></ul>
Basic Requirements:
<ul><li>Salesforce Proficiency: Minimum 2&ndash;3 years of experience in Salesforce administration or data operations, with a strong focus on data hygiene and bulk updates.</li><li>
M&amp;A Data Integration: Proven experience (1&ndash;3 years) managing data migration or systems integration projects, specifically mapping disparate datasets into a unified CRM schema.</li><li>
Expert Excel Skills: Advanced proficiency in Excel, including VLOOKUPs, Pivot Tables, and complex formulas to validate and scrub data before system ingestion.</li><li>
Data Normalization: Demonstrated ability to clean, deduplicate, and normalize high volumes of &quot;messy&quot; data from external sources.</li><li>
High-Volume Execution: Capacity to handle multiple, overlapping projects, maintaining high accuracy and attention to detail under tight deadlines.</li><li>
Independent Project Management: Ability to drive integration tasks to completion with minimal oversight once initial mapping rules are established.</li></ul>
Preferred Requirements:
<ul><li>Black Diamond Knowledge: Previous experience with householding, account merging, or performance reporting in Black Diamond is a strong plus.</li><li>
DemandTools Experience: Familiarity with DemandTools for advanced deduplication and data maintenance is highly desirable.</li><li>
Financial Services Context: Prior experience working in an RIA, PE firm, or investment advisory environment is preferred.</li></ul>
Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.</div><div></div>

Data Integration Analyst

Fidelity Investments

<div><h3 class="jobSectionHeader">Job Description:</h3>
Asset Management Analyst
The Role
The Analyst will support Pembroke&rsquo;s Asset Management and Investment Analytics functions. The successful candidate will have 2+ years prior Asset Management, market research, or investment analytics experience and exhibit strong analytical skills, including proficiency in Argus, Excel, and PowerPoint. The candidate must demonstrate a high level of organization, accuracy, and the ability to manage multiple priorities. The Analyst routinely presents to a wide range of stakeholders and must build internal and external relationships in a highly collaborative environment.
The Expertise and Skills You Bring<ul><li>
Bachelor&rsquo;s degree in finance or business/economics/real estate, or related field required.
</li><li>2-5 years of investment analysis or asset management experience in the commercial real estate industry, including underwriting and valuation.</li><li>
Excellent Excel, analytical, and cash flow modeling.</li><li>
Proficiency in ARGUS Enterprise</li><li>
Experience in VTS, RealPage, Dealpath, Hyperion/PBCS, Yardi Elevate (preferred, not required).</li><li>
Comprehension of standard commercial office leases (preferred).</li><li>
Demonstrated interest in real estate and desire to develop within the industry.</li><li>
Excellent written and verbal communication skills and strong presentation/ PowerPoint skills.</li><li>
Proven ability to produce results, meet deadlines, and manage complex and shifting priorities.</li></ul>
Responsibilities
Asset Management Support<ul><li>
Work with Asset Managers and brokerage teams to underwrite, negotiate and execute lease transactions.</li><li>
Work closely with Pembroke&rsquo;s Marketing Team to ensure properties are strategically positioned through development and leasing cycles.</li><li>
Create detailed pro-forma financial analyses and prepare investment memoranda for presentation.</li><li>
Collaborate with colleagues to build annual budgets and business plans for senior management review, including tracking and managing property-level performance against budget throughout the calendar year.</li><li>
Review monthly, quarterly, and annual investor and/or lender deliverables, including monitoring for adherence to annual business plans.</li><li>
Participate in the oversight of third-party property management teams to develop strategies to improve asset performance.</li><li>
Build and maintain financial models using both Excel and ARGUS Enterprise to calculate quarterly asset valuations, project detailed cash flows, and forecast investment returns for asset management decision-making.</li></ul><ul><li>
Aggregate and apply market data (including rent and sales comparisons) to valuation analysis of assets and portfolio. Perform quarterly and ad hoc asset valuations in ARGUS and manage external appraisals.</li><li>
Prepare materials for the quarterly reporting process as well as prepare regular and ad hoc reports for review by senior management.</li><li>
Assist in investment underwriting and development management activities, including the production of investor reports at asset and portfolio levels.</li><li>
Collaborate with the global technology team to ensure critical asset management data and documentation is kept secure, current, and well organized for team use.</li><li>
Compose letters, emails, meeting agendas, meeting minutes in a professional and expedient manner.</li></ul>
Investment Analytics Support<ul><li>
Manage annual market research/data budgeting and procurement. Ongoing maintenance of research service provider relationships and database of key market analytics, forecasts, supply/demand, rent and other statistics.</li><li>
Source, collate and analyze market data to enable evaluation and underwriting of acquisition/disposition and capital project decisions.</li><li>
Participate in asset-specific ad-hoc analyses and special projects.</li><li>
Support quarterly portfolio valuation process, reviewing Fair Market Value submissions and preparing investor-level presentation material, in addition to year-end audit processes.</li><li>
Support quarterly financial performance analytics and investor reporting, assisting with presentation materials and working in Hyperion/PBCS to manage returns data.</li><li>
Manage tenant credit underwriting and monitoring platform using Capital IQ.</li></ul>
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Pembroke is an international real estate advisor that acquires, develops, and manages properties and places &ndash; specializing in mixed-use and office environments in the world&rsquo;s leading cities. We believe that properties that stand the test of time deserve a lot of time. So, we take a different approach: a thoughtful approach. We&rsquo;re united by a belief that real estate is more than just buildings. Our mission is to create long-term value through our global expertise, local knowledge, and passion for real estate. Comprised of experts across a variety of fields, our team consistently strives for excellence, achieves with integrity, and embraces collaboration. Working together, we create places people love.
Over the past twenty-eight years, we&rsquo;ve grown with offices in Boston, London, Munich, San Francisco, Stockholm, Sydney, Tokyo, and Washington DC managing approximately 9.8m sq ft in North America, Europe, and Asia Pacific. Facilitating the patient capital of FMR LLC and FIL Limited, we invest in global markets with long-term growth potential.
By combining a global point of view with local expertise, we&rsquo;re able to create and manage world-class properties that deliver the best outcomes for our tenants, investors, and the communities in which we work.
For more information, visit our website: www.pembroke.com
The base salary range for this position is $83,000-158,000 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>
Pembroke Real Estate</div>

Asset Management Analyst

Marsh McLennan

<div><h2 class="jobSectionHeader">Company:
</h2>Mercer
<h2 class="jobSectionHeader">Description:
</h2>We are seeking a talented individual to join our Data Solutions team at Mercer. This role will be based in Boston, Toronto, or the U.K. This is a hybrid role that has a requirement of working at least three days a week in the office.
The Data Solutions Team partners with the business teams to ensure that their data is available, accurate and fit for purpose. The Senior Alternatives Data Analyst will collaborate with the Private Markets and Hedge Fund teams to manage the data that is critical to the investment process.
We will count on you to:
<ul><li>Partner closely with the Private Markets and Hedge Fund Investment teams on data management and strategy
<ul><li>Develop knowledge of Investment Team workflows and critical data needs to understand and deliver their specific capabilities and requirements, working closely with platform providers and data and technology teams to implement tailored, fit-for-purpose solutions.
</li><li>Support the development and execution of investment data strategies by rolling out new platforms and solutions that adhere to data governance, management, and quality principles, ensuring they meet evolving needs.
</li><li>Support the delivery of alternatives data platforms and capabilities, working with data, technology, and platform providers to implement scalable solutions aligned to Mercer&rsquo;s broader data strategy.
</li></ul></li><li>Deliver Operational Transformation &amp; Effectiveness
</li></ul><ul><li>Contribute to the execution of the alternatives data roadmap, helping sequence and deliver initiatives that improve data quality, availability, and usability while balancing near‑term value with long‑term capability building.
</li><li>Drive operational transformation and efficiency by identifying opportunities to streamline data processes, reduce manual effort, and improve consistency across private markets and hedge fund workflows.
</li><li>Apply strong data governance and quality principles, ensuring alternatives data is accurate, timely, well‑controlled, and fit for investment decision‑making and downstream analytics.
</li><li>Perform root‑cause analysis on complex data issues, coordinating across investment teams, operations, technology partners, and third‑party vendors to resolve issues and prevent recurrence.
</li><li>Elicit, document, and refine business and data requirements, serving as a bridge between investment teams and technology partners throughout delivery. Partner with technology teams during design and implementation to validate requirements, support testing, and ensure delivered solutions meet business intent.
</li><li>Support and enable alternatives analytics use cases, including portfolio analytics, exposure analysis, performance, and risk, ensuring data foundations meet analytical and reporting needs.
</li><li>Manage day‑to‑day interactions with external data vendors and platform providers, monitoring data delivery, quality, and service levels, and escalating issues as appropriate.
</li></ul><ul><li>Collaborate and Promote Best Practices
<ul><li>Foster strong partnerships and collaboration with business, data, and technology partners to ensure comprehensive understanding of data needs and capabilities within the Investment Teams.
</li><li>Act as an ambassador for a data-driven culture, promoting the importance of data in decision-making, risk management and operational efficiency.
</li><li>Collaborate with business and technology colleagues to identify opportunities for data and workflow innovation that advance the data strategy and position Mercer as a leader in the investment space.
</li>Define and track measurable outcomes for data initiatives, contributing to metrics and dashboards that demonstrate progress, data quality improvements, and business impact. 
<li>
</li></ul></li></ul>What you need to have:
<ul><li>7+ years of experience in Asset Management, with direct exposure to Private Markets and/or Hedge Fund investment teams and their end‑to‑end data workflows.
</li><li>Strong understanding of alternatives investment data across the investment lifecycle, including fund structures, exposures, performance, risk, and reporting challenges unique to private assets.
</li><li>Hands‑on experience working within complex investment data ecosystems, including portfolio analytics, performance, risk, and exposure data used by investment and client teams.
</li><li>Strong communication skills, with the ability to tailor messaging to technical and non‑technical stakeholders and clearly articulate business outcomes.
</li><li>Demonstrated ability to translate business requirements into fit‑for‑purpose data solutions, balancing speed, quality, and scalability.
</li><li>Experience performing root‑cause analysis of data quality and operational issues, partnering across investment, operations, technology, and third‑party providers.
</li><li>Ability to operate effectively under pressure in a fast‑paced alternatives environment, with a results‑oriented and problem‑solving mindset.
</li><li>Results-oriented approach with a demonstrated ability to sympathize with the operational challenges of our investors and drive change.
</li><li>Enthusiasm for solving problems through data, technology and connecting the dots.
</li></ul>What makes you stand out:
<ul><li>Proven track record of partnering closely with Private Markets and Hedge Fund investment teams to deliver impactful, data‑driven solutions.
</li><li>Experience contributing to data transformation initiatives, including the rollout or enhancement of alternatives data platforms, tools, or operating models.
</li><li>Strong judgment in triaging data issues, coordinating across internal stakeholders and external vendors, and managing communication and escalation appropriately.
</li><li>Working knowledge of alternatives data platforms and vendors such as iLevel, Vidrio, S&amp;P EDM, Diligence Vault, Dasetti, or similar tools supporting private assets.
</li><li>Ability to connect data, technology, and investment objectives, enabling better decision‑making, risk management, and client outcomes.
</li><li>Professional certifications such as CFA or CAIA, or demonstrated progress toward them.
</li></ul>Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.
Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.
Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one &ldquo;anchor day&rdquo; per week on which their full team will be together in person.
The applicable base salary range for this role is $68 400 to $136 800.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.</div>

Senior Alternatives Data Analyst

<div><h3 class="jobSectionHeader">Job Description:</h3>
The Role:
The Equity Trade Support Analyst provides a very broad range of support functions to various sales and trading desks within Fidelity Capital Markets. With advances in technology, it is important that you have an aptitude for understanding complex (and changing) workflows. We need you to efficiently apply your knowledge and experience to the problem or task at hand, while having an appreciation of the impact your decisions may have on other partners (i.e. customers, colleagues, traders, etc.) We would like you to feel empowered to be proactive and creative when it comes to solving business problems. In support of the various desks and clients, we expect you to work closely with other middle office, back office, and technology personnel to achieve straight through processing while minimizing risk, exposure, and errors.
<ul><li>Monitoring and ensuring timely and accurate allocations for equity trades, including blocks, electronic, SAM, and Program trades
</li><li>Resolving issues with unallocated trades, incorrect allocations, money differences, trades that are not settling, clearing, or comparing, problem with confirms and bad account instructions, closed accounts, P&amp;S trade breaks, DVP/RVP Fails, and step-outs
</li><li>Building and maintaining contacts with clients, contra brokers, floor brokers, and other parties involved with trade execution, allocation, clearance, and settlement
</li><li>Monitoring error accounts, including assisting sales/traders with running, covering, and documenting errors, as well as providing timely reporting on all errors
</li><li>Analyzing internal operations, seeking ways to improve work flows through automation</li><li>
Minimizing operational, monetary, and reputational risk to the firm by building and supporting a thoroughly procedurally-compliant environment
</li></ul>The Expertise and Skills You Bring:<ul><li>
Brokerage industry experience, preferably in trading or middle/back-office operations
</li><li>Bachelor's Degree
</li><li>Series 7 and 63 Licenses (if not currently registered, such exams must be successfully passed within six months of hire)
</li><li>You have strong analytical and project management capabilities
</li><li>You can work independently with little direct supervision with recognition of when to partner and collaborate to gain consensus across multiple business divisions
</li><li>You offer detailed knowledge of custody operations: such as DVP/RVP flows
</li><li>You bring proven understanding of comparison, clearance and settlement for domestic equity and options
</li><li>The ability to balance trading risks and the escalation process effectively and timely
</li></ul>The Team
Fidelity Capital Markets is the institutional trading arm of Fidelity Investments, providing trading products and services to a wide array of clients, including buy-side institutions and hedge funds, as well as to Fidelity&rsquo;s own businesses. FCM offers a suite of electronic brokerage products and execution services across multiple asset classes including equities, fixed income, options, and forex, as well as prime brokerage, securities lending, and municipal and bank issued brokered CD underwriting. Our product coverage includes Equity Block Sales/Trading, Program/Electronic Trading, SAM Trading, International Equity Trading, Prime Brokerage, Soft Dollars, and New Accounts.
Note: Fidelity will not provide immigration sponsorship for this position.
The base salary range for this position is - 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>
Brokerage Operations</div>

Senior Analyst, Equity Trade Support

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:
Senior Investment Directors will work with colleagues to help clients meet or exceed their investment objectives. Investment Directors work within a team-based structure, with Managing Directors, Investment Directors and Associates. This position involves developing appropriate financial and investment goals, asset allocation policies, and investment manager structures. Senior Investment Directors also conduct due diligence on investment opportunities, select and recommend appropriate managers for investments, and evaluate performance of individual managers and total portfolios. There are opportunities to oversee and participate in all aspects of client projects, including performing analytical tasks, developing recommendations, supervising investment associates, and developing presentation materials. Senior Investment Directors assume significant individual responsibility on client relationships, including direct client interaction and presenting recommendations directly to clients.
Job Description:
Responsibilities:
<ul><li>Create and develop diversified portfolios to enable increased returns and lower volatility consistent with time horizon, risk tolerance, and income needs to client
</li><li>Conduct analyses, prepare materials and direct clients on investment and financial issues; lead and coordinate ad hoc client requests
</li><li>Work with and present directly to clients; develop relationships with clients, including Investment Committees, CIO/CFO of client institutions, outside advisors, etc.
</li><li>Select and evaluate investment managers for virtually all asset classes, including alternative assets such as venture capital, private equity, hedge funds, real estate, timberland, and oil &amp; gas
</li><li>Represent Cambridge Associates externally through marketing presentations, conferences and other business development opportunities
</li><li>Oversight of analyst/associate level team members, which includes training and mentoring needs, performance reviews, and career development.
</li></ul>We Offer:
<ul><li>In-depth orientation and training program and structured mentorship program, which partners Investment Directors with senior-level resources to support development
</li><li>Team-based work structure, which supports an environment where immediate contributions can be made; and ongoing learning is encouraged and fostered
</li><li>Ability to attend meetings with top-tier investment managers; broad exposure to asset classes and strategies
</li><li>Opportunities to work with and meet colleagues across our global offices
</li><li>Opportunities to join Employee Resource Groups to help shape our community and promote corporate citizenship
</li></ul>Requirements:
<ul><li>BA/BS required. An MBA or CFA strongly preferred
</li><li>Appropriate investment knowledge and experience, gained from work at an investment firm or a large institutional investor, or family office
</li><li>Demonstrated investment knowledge and analytical skills
</li><li>Strong communication and relationship management skills
</li><li>Excellent organizational skills, strong attention to detail, ability to prioritize and work on multiple projects simultaneously
</li><li>Must be eligible to work in the US without sponsorship or restriction now or in the future
</li></ul>Base salary range for this role:
Pay Range Minimum:
181500
Pay Range Maximum:
246800
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>

Senior Investment Director, Endowment and Foundation

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