business analytics analyst

analyst, network operations Jobs in Boston

analyst, network operations

audit senior

benefits analyst (remote)

business analyst (5177)

investment analyst

Fidelity TalentSource

<div>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Investment Support Analyst to work in Fidelity&rsquo;s Enterprise Infrastructure Group in Boston, MA.
<h3 class="jobSectionHeader">The Role</h3>
The Investment Support Analyst will provide dedicated technology, productivity and collaboration support services to Fidelity&rsquo;s Investment Management and trading professionals. The Senior Support Technician must be customer obsessed, adaptive to change and thrive in a rapidly evolving Agile organization. The role will provide efficiency, innovation and preventative technology support and services for Fidelity&rsquo;s associate IT computing product offerings. 
If you have the experience and expertise with a passion for End User Computing, a career in High Touch Services at Fidelity may be right for you!
<h3 class="jobSectionHeader">The Expertise You Have</h3>
<ul><li>2+ years working in an enterprise environment, troubleshooting Windows 10, MacOS and iOS, virtual and cloud solutions
</li><li>Strong customer service, oral and written communication skills
</li><li>Experience working in an enterprise AD environment
</li><li>Experience installing software, security patches, SW updates on desktops, virtual devices, laptops, etc.
</li><li>Experience supporting a Citrix environment preferred
</li><li>Experience supporting multi-media and video conferencing hardware and software
</li><li>Strong working knowledge of Office 365 and Office for Mac
</li><li>Ability to work easily as a member of a team or independently; prioritize workflow based on urgency and customer requirements
</li><li>Ability to be able to work comfortably with members of the firm of all skill and seniority levels
</li><li>Associates degree in Computer Science, Information Technology or equivalent work experience preferred
</li><li>Microsoft Window10 certification, Apple certification preferred
</li></ul><h3 class="jobSectionHeader">The Skills You Bring</h3>
<ul><li>Proficiency installing, troubleshooting and supporting laptops, MacBook&rsquo;s, PCs, virtual machines, iPads and business critical applications via 1:1 desk side visits, phone, chat and remote.
</li><li>Proficiency supporting Windows 10, MacOS, Office365 and productivity tools
</li><li>Experience supporting investment applications such as Bloomberg, Factset, Morningstar, Etc&hellip;
</li><li>Proficiency providing in person multi-site video conferencing meeting support.
</li><li>Experience supporting end user collaboration tools, such as Microsoft SharePoint, Teams, and video conferencing technologies
</li><li>Expert level customer services skills, communication written and verbal
</li><li>Experience supporting mobile devices utilizing iOS and Android operating systems.
</li><li>Experience working independently, with minimal guidance. Ability to identify and resolve key issues using partial or conflicting data and pattern recognition. Ability to take a broad perspective to problems to identify and detail new, less obvious solutions.
</li><li>Mobile Platforms : Intune, Symantec VIP
</li></ul>The hourly pay rate range for this position is $25.00-$30.00 per hour. 
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate&rsquo;s relevant experience, and other factors.
<h3 class="jobSectionHeader">Dynamic Working</h3>
Fidelity&rsquo;s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.</div>

Investment Support Analyst

Manulife

<div>Position Responsibilities:
<ul><li>Assist with the ongoing development of risk management processes in partnership with the rest of the team
</li><li>Understand and evaluate portfolio managers&rsquo; investment process and ensure it is consistently applied
</li><li>Support senior team members in coverage of their funds
</li><li>Discuss and present results of portfolio analysis
</li><li>Support the daily activities of the team including daily risk analysis and reporting
</li><li>Help run certain scripts in R and Python
</li><li>Manage the data platforms of the team
</li></ul>Required Qualifications:
<ul><li>Up to 3 years of experience in a quantitative field, preferably with an asset manager, bank or other financial institutions.
</li><li>Strong coding skills in R and Python.
</li><li>Bachelor&rsquo;s or master&rsquo;s degree in finance, Mathematical Finance, financial engineering or a related field
</li><li>Enrolment in CFA program or other designation is a plus
</li></ul>Preferred Qualifications:
<ul><li>Strong technical skills in finance and statistics
</li><li>Possess excellent communication skills, both written and verbal
</li><li>Strong problem-solving and analytical skills
</li><li>Understanding of financials markets and instruments
</li><li>Knowledge of different risk models and measures and their strengths and weaknesses
</li><li>Knowledge of different asset types including equities and fixed income
</li><li>Familiarity with complex derivatives is a plus
</li></ul>The role being advertised is an existing vacancy.
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
Boston, Massachusetts
<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
$98,500.00 USD - $177,000.00 USD
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.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement .
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>

Investment Risk Analyst

Daley And Associates, LLC

<div>
 
 
 
 
 
 Investment Product Reporting Analyst
 
 
 
 
 
 
 
 
 
 We are currently seeking candidates for an Investment Product Reporting Analyst position at a highly successful Investment Management firm in Boston, MA. The Investment Product Reporting Analyst will work collaboratively with Product Reporting and Client Operation teams and will produce, update, and maintain product-related marketing materials and client reporting, including factsheets, performance commentary, presentations, and product summaries. The ideal candidate will have 1-3+ years of client reporting, content management, or related marketing and communications experience in investment management or financial services.
 
 
 
 
 
 
 
 
 This is a 6+ month contract opportunity, paying between $30-40/hour (depending on experience). This role supports a hybrid work-model consisting of 4 onsite days/week and 1 remote day/week.
 
 
 
 
 
 
 
 
 
 Responsibilities:
 
 
 
 
 <ul>
 <li>
 
 
 
 Assist with client reporting and client marketing responsibilities, ensuring adherence to client guidelines and compliance with industry standards.
 
 
 
 </li>
 <li>
 
 
 
 Produce, update, and maintain product-related marketing materials and client reporting, including, but not limited to, factsheets, product summaries, presentations, and performance commentary.
 
 
 
 </li>
 <li>
 
 
 
 Prepare and deliver attribution and performance commentary tailored to client portfolios and guidelines.
 
 
 
 </li>
 <li>
 
 
 
 Work collaboratively with Product Reporting and Client Operations teams.
 
 
 
 </li>
 <li>
 
 
 
 Review client deliverables to ensure accuracy, timeliness, and compliance.
 
 
 
 </li>
 <li>
 
 
 
 Understand portfolio outlooks, positioning and strategy, process, and current market conditions.
 
 
 
 </li>
 <li>
 
 
 
 Respond to ad-hoc questions related to investment products.
 
 
 
 </li>
 <li>
 
 
 
 Provide additional support as needed.
 
 
 
 </li>
 </ul>
 
 
 
 
 Qualifications:
 
 
 
 
 <ul>
 <li>
 
 
 
 Bachelor&rsquo;s degree in Finance, Economics, Business, Marketing, or related field (required).
 
 
 
 </li>
 <li>
 
 
 
 1-3+ years of client reporting, content management, or related marketing and communications experience in investment management or financial services.
 
 
 
 </li>
 <li>
 
 
 
 Great experience with capital markets and investment products, including strong experience with fixed-income asset class.
 
 
 
 </li>
 <li>
 
 
 
 Proficiency in Microsoft Office Suite (Word, PowerPoint, Excel).
 
 
 
 </li>
 <li>
 
 
 
 Excellent written and verbal communication skills.
 
 
 
 </li>
 <li>
 
 
 
 Demonstrated ability to deliver results individually and as part of a team.
 
 
 
 </li>
 <li>
 
 
 
 Ability to manage competing priorities and deadlines.
 
 
 
 </li>
 <li>
 
 
 
 Strong attention to detail with a proactive approach and ability to problem solve.
 
 
 
 
 </li>
 </ul>
 
 
 
 For immediate consideration, interested and qualified candidates should send their resume to Jenny at jfriedman@daleyaa.com.
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 &nbsp;
</div>

Investment Product Reporting Analyst

JPMorganChase

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

Senior Portfolio Associate, 55IP

<div>Founded in 1862, John Hancock Life Insurance Company, a subsidiary of Toronto-based Manulife Financial Corporation, has been providing capital financing solutions for U.S. middle market companies for decades. In 2000 the Hancock Capital Management team (&ldquo;HCM&rdquo;) was established to spearhead these activities. Today, HCM, is known as Manulife Investment Management Private Equity &amp; Credit (&ldquo;PE&amp;C&rdquo;), and for the last 22 years PE&amp;C has principally focused on providing financing solutions to North American middle market companies. PE&amp;C currently manages over $17 billion on behalf of institutional and private capital investors by providing meaningful exposure to sponsor-led opportunities in senior and junior credit, primary funds, equity co-investment and GP-led secondaries. PE&amp;C has an integrated team of 43 investment professionals (74 global employees) covering each of our private credit and equity strategies, and are located in Boston, Chicago, Toronto, New York and Hong Kong.
PE&amp;C is seeking a Senior Financial Reporting Analyst to join its growing team . PE&amp;C manages investments and client accounts across multiple investment programs that continue to grow and evolve. The candidate will be responsible for providing operational support to the investment team, investor relations, and management teams across MIM PE&amp;C&rsquo;s investment programs. The candidate will work with the team to meet all of its operational and financial reporting requirements in a timely and efficient manner while promoting an environment of compliance, efficiency, accuracy, quality, and control.
Position Responsibilities :
Investment Administration
<ul><li>Monitoring of investment closings.
</li><li>Loan servicing, monitoring, tracking.
</li><li>Tracking, reconciliation, and recording of all investment activity alongside the administrator, including commitments, capital calls, distributions, income, and underlying holdings.
</li><li>Maintain databases of activity to update performance track record.
</li><li>Ensure completeness and accuracy of electronic files.
</li><li>Understanding of credit payment concepts (PIK, OID, interest calculations, etc.). 
</li></ul> 
Fund Accounting/Reporting
<ul><li>Reconcile all cash received from investors and investments to projections.
</li><li>Prepare cash flow projections for each investment and fund.
</li><li>Preparation and review of financial statements.
</li><li>Coordination with external and internal auditors.
</li><li>Monitoring of available capital for investments.
</li><li>Calculation and execution of capital calls and distributions.
 </li><li>Performance measurement and reporting.
</li><li>Expense allocations, accruals, and payments.
</li><li>Cash administration, including wire preparation and bank account reconciliation.
</li><li>Post all journal entries and quarterly reporting for 3rd party funds to Investran.
</li><li>Coordination with internal and external tax preparers for federal and state tax estimates and filings.
</li><li>Review and assist in resolution of notices from tax authorities.
</li><li>Maintenance of investor details, including contact and wire information.
</li><li>Issuance and tracking of investor capital call and distributions.
</li><li>Execution of investor transfers or other administrative changes.
</li><li>Preparation/review and issuance of investor capital accounts and reporting packages.
</li><li>Respond to existing and potential investor requests and update fundraising materials.
 </li><li>Assist in new fund launches by interacting with the portfolio management team, legal, IT, and directly with clients.
</li><li>Assists senior team members with ad-hoc special projects and other duties as assigned
</li></ul>Required Qualifications:
<ul><li>BS in Accounting, Finance, or a related major.
</li><li>2+ years of professional experience at an alternative investment manager or fund administrator in an operational or financial support role.
</li><li>An understanding of private equity/credit investments and legal agreements.
</li><li>Working knowledge with Investran or similar reporting software.
</li><li>Advanced computer skills (especially Microsoft Excel).
 </li><li>Strong organizational skills and attention to detail with the ability to prioritize workload to meet deadlines.
</li><li>Strong interpersonal and communication skills with the ability to articulate information and ideas effectively.
</li><li>Demonstrated experience building and maintaining effective business relationships at all levels, both internally and externally.
</li><li>Motivated, analytical, and able to make sound judgments.
</li><li>Able to work independently and as a team member effectively.
</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>The role being advertised is an existing vacancy.
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
Boston, Massachusetts
<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
$73,350.00 USD - $122,250.00 USD
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.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement .
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>

Senior Financial Reporting Analyst (Private Equity & Credit)

<div>Founded in 1862, John Hancock Life Insurance Company, a subsidiary of Toronto-based Manulife Financial Corporation, has been providing capital financing solutions for U.S. middle market companies for decades. In 2000 the Hancock Capital Management team (&ldquo;HCM&rdquo;) was established to spearhead these activities. Today, HCM, is known as Manulife Investment Management Private Equity &amp; Credit (&ldquo;PE&amp;C&rdquo;), and for the last 22 years PE&amp;C has principally focused on providing financing solutions to North American middle market companies. PE&amp;C currently manages over $17 billion on behalf of institutional and private capital investors by providing meaningful exposure to sponsor-led opportunities in senior and junior credit, primary funds, equity co-investment and GP-led secondaries. PE&amp;C has an integrated team of investment professionals covering each of our private credit and equity strategies, and are located in Boston, Chicago, Toronto, New York and Hong Kong. Additional information on MIM PE&amp;C can be found at the following website: http://www.hancockcapitalllc.com.
PE&amp;C is seeking a Financial Reporting Analyst to join its growing team . PE&amp;C manages investments and client accounts across multiple investment programs that continue to grow and evolve. The candidate will be responsible for providing operational support to the investment team, investor relations, and management teams across MIM PE&amp;C&rsquo;s investment programs. The candidate will work with the team to meet all of its operational and financial reporting requirements in a timely and efficient manner while promoting an environment of compliance, efficiency, accuracy, quality, and control. 
Position Responsibilities :
Investment Administration
<ul><li>Monitoring of investment closings.
</li><li>Loan servicing, monitoring, tracking.
</li><li>Tracking, reconciliation, and recording of all investment activity alongside the administrator, including commitments, capital calls, distributions, income, and underlying holdings.
</li><li>Maintain databases of activity to update performance track record.
</li><li>Ensure completeness and accuracy of electronic files.
</li>Understanding of credit payment concepts (PIK, OID, interest calculations, etc.). 
<li>
</li></ul> 
Fund Accounting/Reporting
<ul><li>Reconcile all cash received from investors and investments to projections.
</li><li>Prepare cash flow projections for each investment and fund.
</li><li>Preparation and review of financial statements.
</li><li>Coordination with external and internal auditors.
</li><li>Monitoring of available capital for investments.
</li><li>Calculation and execution of capital calls and distributions.
</li><li>Performance measurement and reporting.
</li><li>Expense allocations, accruals, and payments.
</li><li>Cash administration, including wire preparation and bank account reconciliation.
</li><li>Post all journal entries and quarterly reporting for 3rd party funds to Investran.
</li><li>Coordination with internal and external tax preparers for federal and state tax estimates and filings.
</li><li>Review and assist in resolution of notices from tax authorities.
</li><li>Maintenance of investor details, including contact and wire information.
</li><li>Issuance and tracking of investor capital call and distributions.
</li><li>Execution of investor transfers or other administrative changes.
</li><li>Preparation/review and issuance of investor capital accounts and reporting packages.
</li><li>Respond to existing and potential investor requests and update fundraising materials.
</li><li>Assist in new fund launches by interacting with the portfolio management team, legal, IT, and directly with clients.
</li>Assists senior team members with ad-hoc special projects and other duties as assigned 
<li>
</li></ul>Required Qualifications :
<ul><li>BS in Accounting, Finance, or a related major.
</li><li>2+ years of professional experience at an alternative investment manager or fund administrator in an operational or financial support role.
</li><li>An understanding of private equity/credit investments and legal agreements.
</li><li>Working knowledge with Investran or similar reporting software.
</li><li>Advanced computer skills (especially Microsoft Excel).
</li><li>Strong organizational skills and attention to detail with the ability to prioritize workload to meet deadlines.
</li><li>Strong interpersonal and communication skills with the ability to articulate information and ideas effectively.
</li><li>Demonstrated experience building and maintaining effective business relationships at all levels, both internally and externally.
</li><li>Motivated, analytical, and able to make sound judgments.
</li><li>Able to work both independently and as a team member effectively.
</li></ul>#LI-JH
The role being advertised is an existing vacancy.
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
Boston, Massachusetts
<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
$61,875.00 USD - $103,125.00 USD
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.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement .
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>

Financial Reporting Analyst (Private Equity & Credit)

<div>JOB DESCRIPTION 
We are building a premier life sciences investment firm within J.P. Morgan. Your role is critical to building our Healthcare Life Sciences Private Capital business and the Healthcare Growth Fund. The Healthcare Growth Fund targets growth-stage companies across life sciences, including de-risked clinically-validated biotechnology and commercial-stage pharma services, medical devices, tools and diagnostics.
Job Summary:
As an Associate within the Life Sciences Private Capital team, you will leverage your strong analytical background to help in identifying and evaluating targets. A passion for healthcare and an understanding of business and market dynamics in the medical device, biopharma, and life sciences tools and services sectors will be crucial to your role. This role offers the opportunity to be a key participant in the investment process from opportunity identification through due diligence, transaction structuring, documentation, and deal closing.
Job Responsibilities:<ul><li>
Financial analysis and modeling of investment opportunities</li><li>
Detailed product and market diligence, forecasting and sensitivity analysis</li><li>
Maintain deal flow tracking and management system</li><li>
Develop investment theses and perspectives on investment themes/areas</li><li>
Financial, business and scientific diligence from both secondary and primary sources</li><li>
Information aggregation, synthesis and dissemination to team</li><li>
Collate all transaction memoranda and help present materials to investment committee
</li></ul>Required capabilities and qualifications:<ul><li>
Undergraduate degree from a top-tier university</li><li>
3+ years of industry experience ideally in life sciences investment banking or consulting</li><li>
Excellent writing, communication, presentation, and analytical skills</li><li>
Advanced Excel and Powerpoint skills</li><li>
Team oriented, highly coachable and exceptional work ethic</li><li>
Demonstrable passion for investing and healthcare
</li><li>Highly entrepreneurial and self-motivated</li></ul>
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

Asset Management - Private Capital Growth Equity Life Sciences Associate - Associate

Explore 71+ Investment analyst in Boston this April. Find roles across top companies and apply now to boost your career.