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client services associate investment management

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 Investment Analyst (IA) position will be based in Arlington, VA or Boston, MA as an integral member of the CA Institute team. CA Institute is a specialized team within Cambridge Associates that serves as the firm&rsquo;s central hub for institutional research. Our research examines best practices across endowments and foundations as it pertains to portfolio management, the endowment&rsquo;s role in financial budgeting/planning, and investment oversight and governance practices.
 
The IA will split their time between three core functions: data analysis, producing research content, and client engagements. Data analysis entails the collection of client data and industry trends and validating that information is suitable for use in producing research. The research role involves using client and industry data to create content that appears in published reports and other research materials. Client engagement includes responding to time-sensitive inquiries on our data and research and supporting longer-term projects.
 
Success in this position requires first and foremost a keen eye for detail and a commitment to producing accurate work. The IA will be working with large datasets and producing research content that is widely consumed by clients and other colleagues. In addition, the position requires strong qualitative judgement during the data collection process and in helping clients determine the proper research analysis that best supports their specific needs. Finally, the IA will need to be comfortable managing multiple deadlines and working collaboratively with other team members and colleagues of the firm. 
 
 
Job Description:
RESPONSIBILITIES
<ul><li>Collect investment and financial data via surveys and other methods, ensuring data integrity through quality checking procedures.
</li><li>Communicate with clients and other colleagues of the firm throughout the data collection process and resolve any data issues that are identified.
</li><li>Analyze investment and financial data that is collected from clients and contribute to the research content that is produced in the team&rsquo;s regular research reports.
</li><li>Prepare customized analyses and exhibits for clients and other colleagues as requested.
</li><li>Respond to client inquiries that pertain to research and data that the team produces.
</li><li>Work closely with other IAs on the team to ensure there is sufficient support provided on both long-term research projects and daily assignments.
</li><li>Coordinate across client teams, other internal departments, and CA Institute team members to ensure that the most up-to-date information and insights are being used across the firm and that all stakeholders can use this information to provide excellent client service.
 </li></ul>QUALIFICATIONS
<ul><li>Strong academic credentials; BA/BS required.
</li><li>Interest in and familiarity with investment and financial concepts is essential.
</li><li>Desire to work with endowments, foundations, and nonprofit institutions.
</li><li>Demonstrated analytical and organization skills.
</li><li>Excellent oral and written communication skills.
</li><li>Ability to manage multiple projects at once while ensuring work is completed accurately and on time.
</li><li>Strong proficiency with Microsoft Office Suite, specifically Excel and PowerPoint, and ability to learn new applications quickly.
</li><li>Experience with using ChatGPT, Claude, or other AI tools to accelerate data analysis and draft comprehensive research summaries.
</li><li>Eligibility to work in the U.S. without sponsorship or restriction
</li></ul>Base salary range for this role:
Pay Range Minimum:
80000
Pay Range Maximum:
87000
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>

Investment Analyst, CA Institute

MFS Investment Management

<div>At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters &ndash; to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. 
THE ROLE
The Product Marketing - Senior Strategist develops strategies to support the marketing of MFS institutional investment capabilities across asset classes, investment strategies, and investment vehicles. This individual must have a deep understanding of capital markets, institutional investor needs, portfolio construction considerations, and MFS investment positioning.
The Senior Strategist is responsible for developing and maintaining MFS investment product selling systems, including the development of compelling messaging and collateral to support campaign activities to support the business. These campaigns will build awareness and promote engagement and consideration for the firm&rsquo;s capabilities in partnership with channel marketing. Additionally, the Product Marketing - Senior Strategist collaborates closely with the Global sales enablement teams, Sales Leadership, Marketing peers, and the Global Product specialists to formulate the market positioning, content development, and measurement.
Furthermore, this role produces and disseminates sophisticated institutional-investor-focused content and thought leadership that translates market trends, investment insights, and portfolio challenges into compelling investment opportunities. The Senior Strategist will also serve as the subject matter expert for integrated marketing materials that position and differentiate MFS with institutional audiences, including corporate and public pensions, insurers, sovereign wealth funds, endowments, foundations, consultants, family offices, and outsourced CIOs.
WHAT YOU WILL DO
<ul><li>Implement the Product Marketing Strategy for MFS&rsquo; Investment Products &ndash; Accountable for developing the institutional product marketing plan and framing MFS investment capability positioning across institutional client segments, leveraging market insights, client needs, and competitive differentiation. Additionally, work with the Sales leaders, Enablement teams, Client strategists, and the Global Product specialists to prioritize and determine the strategy.
</li><li>Develop and maintain institutional investment capability positioning and sales enablement systems for assigned strategies, translating portfolio offerings, market opportunities, investment themes, and allocator challenges into compelling messaging, sales narratives, and content frameworks. Collaborates with internal stakeholders to define and develop investment product content working with Global Enablement.
</li><li>Manage product launches &ndash; Solicit input from key stakeholders within sales, investments and channel marketing to build the necessary content that will drive development of the marketing collateral, and promotions. Develop thought leadership, strategic content, and promotional campaigns that connect macroeconomic trends, market developments, and asset allocation challenges to MFS investment solutions and capabilities.
</li><li>Align activity with Strategic Initiatives and GTM plans &ndash; Develop a plan underpinned by MFS strategic initiatives to support strategic firm goals. 
</li></ul> 
WHAT WE ARE LOOKING FOR
<ul><li>Bachelor's degree or the equivalent combination of education and relevant experience and 8-12+ years of total relevant work experience.
</li><li>Deep investment product marketing experience focused on institutional investors. Strong knowledge of institutional asset classes, investment strategies, and investment vehicles including separate accounts, pooled funds, CITs, mutual funds, ETFs, and private market structures where applicable.
</li><li>Thorough understanding of institutional client types, investment decision-making processes, portfolio construction frameworks, consultant influence models, and asset allocation considerations. Proven experience translating institutional client challenges and market conditions into differentiated marketing, positioning, and sales enablement strategies.
</li><li>Demonstrated ability to synthesize market events, investment research, and portfolio insights into compelling thought leadership, sales narratives, and promotional content designed for institutional investment audiences.
</li><li>Strong understanding of the role investment strategies and vehicles play within institutional portfolios, including their use cases, benefits, risks, and allocation considerations.
</li><li>Excellent influencing skills as this position primarily integrates and aligns the priorities, needs and requirements of the broader Enablement &amp; Marketing organization, that optimize client experience; to influence increased adoption of MFS strategies resulting in increased sales, net new flows, client engagements.
</li><li>Ability to partner with enablement, sales as well as channel marketing leads to ensure client feedback is continuously provided for the purpose of understanding the evolving needs of our clients across all channels.
</li><li>Excellent written and verbal communication skills.
</li></ul>#LI-JN1
Base Salary Range: $123,000.00 - $177,500.00This position is eligible for competitive incentive bonus.
At MFS, we believe in fair and transparent compensation. For that reason, we&rsquo;re including the salary range for this position. This range reflects our good-faith expectation for what we&rsquo;ll pay depending on the candidate&rsquo;s experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include:
<ul><li>MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k)
</li><li>Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider
</li><li>Education Assistance: Tuition reimbursement up to $8,000 annually
</li><li>Education Assistance: Access to discounted tutors and college coaches
</li><li>Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves
</li><li>Choice of medical and dental plans and an and an employer contribution into the Health Savings Account
</li><li>Tax deferred commuter benefits &amp; flexible spending accounts (medical &amp; dependent care)
</li><li>Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps
</li></ul>Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency &ndash; if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we&rsquo;ll be happy to discuss them
#LI-HYBRID
At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.
MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.
If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at 617-954-5000 or email talent_acquisition@mfs.com for assistance.
MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.</div>

Product Marketing - Senior Strategist (Institutional)

JPMorganChase

<div>JOB DESCRIPTION 
 
 
<div><div>Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. 
</div><div>As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. 
</div><div>Job responsibilities</div><div><ul><li>
Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships</li><li>
Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning</li><li>
Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework</li><li>
Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews</li><li>
Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions</li><li>
Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms</li><li>
Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships</li></ul></div><div>
Required qualifications, capabilities, and skills</div><div><ul><li>
6+ years of cash management, sales and relationship management experience</li><li>
Success developing new business with focus on prospecting utilizing strong selling and negotiation skills</li><li>
Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy</li><li>
Excellent verbal and written communication skills</li><li>
Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization</li><li>
Strong time management, organizational and planning skills</li><li>
Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor</li></ul></div><div>
Preferred qualifications, capabilities, and skills</div><div><ul><li>
Bachelor's degree</li><li>
Certified Treasury Professional designation</li><li>
Strong creative solution and problem-solving abilities</li></ul></div></div>
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'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' and employees' 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 
 
 
<div>J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. 
 
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.</div></div>

Treasury Management Officer - Real Estate Banking - Vice President

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters &ndash; to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.THE ROLEIn conjunction with the Enterprise Data Management Office, the DBT Investment Lead Data Engineer contributes to a long-term strategic initiative to unify and harmonize our investment data. This initiative enables enhanced investment decision making, risk management and client reporting for our multi-asset platform by delivering consistent, timely, accurate and user-friendly data to investors, risk teams and clients.Are you a hands-on and detailed-oriented individual working on the cutting edge of financial instruments, investment data, and analytics? Are you interested in investment data strategies across a wide variety of traditional and alternative asset classes? Are you a thinker who enjoys devising innovative and flexible business solutions to meet emerging business needs?The MFS Enterprise Data Management Office is actively searching for a DBT Investment Lead Data Engineer to implement data engineering and analytics solutions. Primary responsibilities include full implementation and maintenance of data ingestion, data maintenance, data validation and data delivery of investment data. We are looking for someone who thrives in an agile, collaborative, team-based environment, working closely with technology peers across MFS, investment professionals and key vendor partners. This position offers the opportunity to shape the future of investment data at MFS.WHAT YOU WILL DO&middot; Develop and maintain data models in dbt (Data Build Tool) within Snowflake, implementing business logic and ensuring alignment with existing architecture and data standards.&middot; Manage and contribute to dbt projects, ensuring code quality, proper documentation, and alignment with modular, scalable design patterns.&middot; Design, build, and administer scalable data pipelines and a robust data warehouse to support reporting, analytics, and operational use cases.&middot; Lead and participate in all development activities, develop and implement solutions to meet business requirements that align with program strategic objectives&middot; Drive continuous improvement of data quality, resiliency, control, efficiency, and monitoring&middot; Troubleshooting complex system interactions to find the root cause to problems&middot; Partner with platform lead to design, develop, implement and deploy new software components to investment data platform&middot; Partner with data architect to evaluate and finalize the unified data model&middot; Partner with integration architect to upgrade and integrate data ingestion and data delivery tools with the unified data platform&middot; Upgrade and integrate transformation tool, data validation tool and orchestration tools with the unified data platform to implement data engineering, analytical engineering and data maintenance capabilities.&middot; Provide support during unexpected outagesWHAT WE ARE LOOKING FOR&middot; Bachelor&rsquo;s degree in Computer Science or related disciplines.&middot; 5-6+ years of experience in design, development and building data oriented complex applications.&middot; Minimum of 2-4 years of hands-on progressive experience from SQL to Advanced SQL.&middot; Experience in developing and maintaining data models in dbt (Data Build Tool)&middot; Experience working in data integration (ETL/ELT), data warehouse, data analytics architecture and sound understanding of design principles. Knowledge of and experience with Snowflake and other cloud native databases is highly preferred.&middot; Development Experience in Cloud based PAAS platforms like Microsoft Azure, Google GCP or Amazon AWS&middot; Deep understanding of Agile SDLC, DevOps and Cloud technologies required, in addition to exposure to multiple, diverse technologies, platforms, and processing environments.&middot; Knowledge about various architectures, patterns such as unified data management architecture (UDM), data mesh architecture, event-driven architecture, real-time data flows, non-relational repositories, data virtualization, etc.&middot; Experience with building solutions in the financial services domain with an understanding of financial instruments, transactions, and positions, is desired.&middot; Good interpersonal and communication skills with the ability to lead cross-team collaboration and partnerships across a variety of internal and external constituencies.PREFERRED QUALIFICATIONS&middot; Experience working within the asset management industry and investment data domain, with exposure to multi-asset investment platforms and related data ecosystems.&middot; Understanding of asset management concepts and knowledge of various financial instruments and products, including traditional and alternative asset classes.&middot; Industry certifications in Snowflake, dbt, cloud data engineering platforms, data warehousing technologies, or financial markets/investment operations are highly valued.&middot; Demonstrated interest in emerging AI technologies and an understanding of how AI-driven tools can improve day-to-day engineering processes, data quality, operational efficiency, and analytics workflows.&middot; Familiarity with leveraging AI-assisted development, automation, or data engineering best practices to enhance productivity and continuous improvement initiatives is a plus.#LI-SS1Applicants must be currently authorized to work in the United States on a full-time basis. This position is not eligible for sponsorship.Base Salary Range: $110,000.00 - $158,500.00This position is eligible for competitive incentive bonus.At MFS, we believe in fair and transparent compensation. For that reason, we&rsquo;re including the salary range for this position. This range reflects our good-faith expectation for what we&rsquo;ll pay depending on the candidate&rsquo;s experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include:<ul><li>MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k)</li><li>Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider</li><li>Education Assistance: Tuition reimbursement up to $8,000 annually</li><li>Education Assistance: Access to discounted tutors and college coaches</li><li>Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves</li><li>Choice of medical and dental plans and an and an employer contribution into the Health Savings Account</li><li>Tax deferred commuter benefits &amp; flexible spending accounts (medical &amp; dependent care)</li><li>Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps</li></ul>Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency &ndash; if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we&rsquo;ll be happy to discuss them#LI-HYBRIDAt MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at 617-954-5000 or email talent_acquisition@mfs.com for assistance.MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.Pay: $100,505.66 - $130,598.22 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Employee assistance program</li><li>Health insurance</li><li>Paid time off</li><li>Parental leave</li><li>Referral program</li><li>Relocation assistance</li><li>Retirement plan</li><li>Tuition reimbursement</li><li>Vision insurance</li></ul>Work Location: Hybrid remote in Boston, MA 02199

Senior Data Engineer

Wellington Management

<div><h1 class="jobSectionHeader">About Us</h1>
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.<h1 class="jobSectionHeader">
About the Role</h1>
THE POSITION 
We are looking for a Data Science Analyst (Science Analyst) to join the Healthcare team within Global Investment Research. With over $100B invested in healthcare, across over 50 Portfolio Managers, this represents a flagship franchise for Wellington. The Healthcare team invests globally across the full healthcare continuum, including Biopharma, Healthcare Services and Medical Technology. The Healthcare team includes over 10 colleagues.
The Science Analyst will work as an integral team member alongside Global Industry Analysts and Portfolio Managers, helping identify where data science, AI and alternative data can create differentiated investment insight across the healthcare sector (MedTech, Pharmaceuticals, Biotech, Healthcare Services). The ideal candidate brings hands-on experience in an investment setting, strong Python, SQL and AI skills, sound judgment for turning messy inputs into outputs the team can act on, and a genuine interest in the healthcare sector and the companies operating within it. They should be comfortable working independently, setting their own priorities, and moving fluidly between deep dataset work and quick-turnaround requests.
RESPONSIBILITIES 
Responsibilities for this position will include the following:
<ul><li>Work as an integral part of the Healthcare team, partnering directly with Global Industry Analysts and Portfolio Managers.</li><li>Translate broad investment questions into testable data science workflows and analytical outputs.</li><li>Apply AI and agentic tools to streamline research workflows and contribute directly to investment idea generation.</li><li>Communicate results clearly, including limitations, confidence levels, and interpretation risk.</li><li>Serve as an experienced data science resource across the Healthcare team's coverage areas.</li><li>Rapidly get up to speed on new companies, sub-sectors, datasets, and business models as the need arises.</li><li>Assess and sequence incoming requests based on expected investment impact, feasibility, and how repeatable the resulting work would be.</li><li>Develop differentiated signals and analytical frameworks from alternative and structured datasets relevant to healthcare investing.</li><li>Evaluate dataset quality, coverage, bias, and signal durability.</li><li>Build repeatable tools, screens, and research outputs that can be used across companies and themes within the sector.</li><li>Partner with Data Engineering to productionize high-value signals where appropriate.</li></ul>
QUALIFICATIONS 
Ideal candidates will have:<ul><li>3-5+ years of experience in data science, alternative data, investment research, healthcare analytics, or a related analytical role.</li><li>Prior experience working with investment teams, research teams, or senior business stakeholders.</li><li>Strong Python and SQL skills.</li><li>Comfort with AI/LLM tooling and agentic workflows, and the ability to apply them to streamline the research process and support idea generation.</li><li>Experience working with large, messy, real-world datasets.</li><li>Hands-on experience with a variety of alternative datasets, including a track record of sourcing and evaluating new or emerging data, not just working with what's already established.</li><li>Strong ability to evaluate dataset quality, bias, representativeness, and signal robustness.</li><li>Genuine investment acumen and curiosity about markets, companies, and how data translates into an investment thesis &mdash; not just a technical interest in the data itself.</li><li>Ability to translate ambiguous investment or business questions into concrete analyses.</li><li>Strong communication skills and ability to present nuanced findings to senior stakeholders.</li><li>High judgment and comfort operating independently in ambiguous environments.</li></ul> 
LOCATION 
The Data Science Analyst will ideally be based in Wellington&rsquo;s Global Headquarters in Boston, MA. Location in the New York, NY office will also selectively be considered.
Not sure you meet 100% of our qualifications? That&rsquo;s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 90,000 - 180,000<div>
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.</div><div> 
Base salary is only one component of Wellington&rsquo;s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.</div></div>

Data Science Analyst, Equity Research, Healthcare Team

State Street

<div>Who we are looking for
 
We are seeking a junior Technical Business Analyst to collaborate with a stellar team of BA&rsquo;s developing the product through its next phase of growth. This role focuses on technical analysis and documentation to support the Product Management team in designing new functionality and features.
With a strong technical background, the successful candidate will be able to show a successful track-record of delivering solutions where attention to detail and intellectual.
This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements. 
 
Why this role is important to us
 
The team you will be joining is a part of State Street Markets. As a leading provider of trading and lending solutions to the world&rsquo;s institutional investors, we deliver the industry&rsquo;s most innovative platforms, financing and portfolio solutions. Our capabilities are backed by proprietary, high-value research, insights and indicators that power clients&rsquo; investment decisions, accelerate performance and help investors stay ahead of shifting markets. Across our comprehensive set of solutions &ndash; data-driven macro market intelligence that give an information advantage; client-first platforms and tools that redefine trading; financing solutions that streamline liquidity access; and portfolio solutions designed to help achieve peak performance &ndash; we deliver a breakthrough edge to drive business success.
 
 
Join us if making your mark in the capital markets industry from day one is a challenge you are up for.
<div>What you will be responsible for
 
As Technical Business Analyst, Product Officer you will
 
<ul><li>Develop a deep understanding of existing Fund Connect infrastructure, data-models and database architecture.
</li><li>Conduct detailed front-to-back analysis of trading &amp; settlement workflows for asset management &amp; liquidity products.
</li><li>Deliver high-quality, detailed technical documentation business requirements in conjunction with product, technical &amp; business teams including workflow diagrams, GUI definition and screen mock-ups.
</li><li>Provide input into database technical design (Oracle, SQL server)
</li><li>Create and manage administration of documentation including product development schedules, release schedules, bug tracking and user manuals.
</li><li>Contribute to the design &amp; testing of new functionality and GUI&rsquo;s.
</li><li>Work autonomously with confidence in a fast-moving, complex technical environment.
</li><li>Build solid relationships with colleagues across multiple functional groups of differing levels of seniority. 
</li></ul></div>What we value
<div>These skills will help you succeed in this role.
 
<ul><li>Minimum of 2 years of experience in technical business analysis and/or product in a financial services environment
</li><li>Relevant experience with electronic trading platforms in the Mutual Fund, FX and/or Fixed Income space
</li><li>Highly self-motivated with exceptional integrity
</li><li>Willingness to learn and eagerness to collaborate as part of a larger team.
</li><li>Confident &amp; clear communicator
</li><li>Ability to articulate complex technical concepts to any audience. 
</li></ul></div><div>Education &amp; Preferred Qualifications
 
<ul><li>Bachelor&rsquo;s degree or equivalent
</li><li>Technically competent with the ability to code in Python, VBA and SQL
</li><li>Power user of Excel
</li><li>Messaging familiarity with FIX, REST API, SFTP, JSON, XML, SWIFT FIN/MX</li></ul></div>
Are you the right candidate? Yes!
 
We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don&rsquo;t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit. 
 
About State Street
 
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we&rsquo;re making our mark on the financial services industry. For more than two centuries, we&rsquo;ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data &amp; analytics, investment research &amp; trading and investment management to institutional clients. 
 
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You&rsquo;ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. 
 
Inclusion, Diversity and Social Responsibility. We truly believe our employees&rsquo; diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. 
 
State Street is an equal opportunity and affirmative action employer.
Salary Range:
$65,000 - $113,750 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street&rsquo;s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home .
<h1 class="jobSectionHeader">About State Street
</h1>Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you&rsquo;ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.</div>

Technical Business Analyst, Officer

CSRE Management, Inc

Founded in 2015, CSRE Management is a Boston-based company focused on property management, real estate investment, and development within a diverse 900-unit portfolio concentrated primarily in the Greater Boston area. As we continue to grow, we are looking for a diligent and hardworking individual with an entrepreneurial spirit to join our team for day-to-day accounting and to support the financial requirements of our portfolio.Excellent organizational skills, confidentiality, and attention to detail are important qualifications for this position, as well as good customer relations and the ability to communicate clearly. The ideal candidate is a skilled multi-tasker, self-motivated, is reliable, and requires minimal supervision. In this position, you will play a key role in managing the finances of our business and become proficient with Appfolio; the current and widely utilized property management software in our industry.Job Overview:You will report to the principal and senior staff directly while supporting the team by providing full cycle bookkeeping and financial services including accounts payable, accounts receivables, payroll, client and vendor management, collections and bank reconciliations, as well as weekly, monthly and year-end financial reporting. You will collaborate closely with real estate agents and property managers from various departments. Our small, dedicated team of 15 members ensures a close-knit work atmosphere.Primary Responsibilities &amp; Duties:<ul><li>Execute payments for owner related utilities, mortgages, property taxes, condominium dues, vendors, and net payments to owners either by check or electronically.</li><li>Use our management software to produce detailed monthly expense reports showing all income and expenses, rent rolls, delinquency reports, profit and loss reports, etc. for each building/ owner.</li><li>Conduct monthly reconciliations of 60+ bank accounts, company credit cards, and outside vendor/supplier charge accounts to ensure their accuracy.</li><li>Prepare annual budgets, expense and projection reports, and all tax related documents for owners.</li><li>Prepare bank draws for construction and renovation budgets, calculate variances and report significant issues to management.</li><li>Record cash receipts and make bank deposits.</li><li>Process biweekly Payroll for all salaried and hourly employees and contractors. Prepare and distribute annual W-2s and 1099s.</li><li>Monitor office related expenses.</li><li>Provide information to the external accountant who creates the company&rsquo;s financial statements</li><li>Provide clerical and administrative support to management as requested.</li><li>Maintain an orderly accounting filing system, following all company accounting policies and procedures</li><li>Comply with local, state, and federal government reporting requirements.</li></ul>Desired Qualifications:<ul><li>An Associate's or Bachelor&rsquo;s degree in accounting or equivalent business, as well as a strong knowledge of bookkeeping and generally accepted accounting principles.</li><li>Experience working in accounts payable and receivable, general ledger, and payroll reports.</li><li>Proficient in Microsoft Office, Excel and Quickbooks. A preference will be given to candidates with a working knowledge of property management accounting software.</li><li>Have a general knowledge of Apple computers.</li><li>Be professional at all times through quality of work, and attitude.</li><li>Punctuality and attendance are of utmost importance- show up on time (or early) and be ready to work!</li><li>Be dependable, make good judgments, be very detail oriented, and be organized.</li><li>Please submit your resume, salary expectations, and a cover letter explaining why you are a good fit for this role.</li></ul>Job Type: Full-timePay: $55,000.00 - $70,000.00 per yearBenefits:<ul><li>Paid time off</li></ul>Application Question(s):<ul><li>What is your desired salary range?</li><li>What is your experience in the Real Estate Industry?</li></ul>Experience:<ul><li>Bookkeeping: 2 years (Required)</li></ul>Work Location: In person

Full Charge Bookkeeper

Explore 103+ Client services associate investment management in Boston this August. Find roles across top companies and apply now to boost your career.