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investment analyst

Fidelity Investments

<div><h3 class="jobSectionHeader"><b>Job Description:</b></h3><p><b>
The Groups and Team</b></p><p>
Quantitative Research &amp; Investments (QRI) is an investments and research division within Asset Management at Fidelity. We are responsible for the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity&rsquo;s investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.</p><p>
With around $850 billion in assets under management, Fidelity Asset Management Solutions (FAMS) is a leading provider of multi-asset class solutions for retail and institutional clients. The range of investment solutions includes target date funds, target allocations funds, income and real return strategies, world allocation funds, and other custom institutional solutions.</p><p>
The Multi-Asset Class (MAC) Quantitative Research Team within QRI provides research and analysis to FAMS portfolio managers and other investment professionals in support of our broad range of investment solutions. This research is vital in helping portfolio managers to select the most suitable investment options and manage asset class and risk exposures across all investment solutions we deliver. Members of the team either work directly within a specific investment team as an embedded analyst or support all investment teams as a central analyst.</p><p><b>
The Role</b></p><p>
Fidelity is seeking a seasoned quantitative investment analyst to join the Multi-Asset Class (MAC) team, supporting our target date strategies. As a key contributor, you will develop and communicate market views, produce thematic research and thought leadership, and design and evaluate innovative investment strategies focused on alpha generation. You&rsquo;ll enhance quantitative frameworks for both strategic and tactical asset allocation, and refine tools for outcome-driven portfolio construction and risk management. Your work will directly impact the management of Fidelity&rsquo;s mutual funds and client accounts, while also supporting the development of new products tailored to evolving client needs.</p><p>
Responsibilities will vary based on your experience, skillset, and the team&rsquo;s priorities, which may shift over time. Potential areas of focus include:</p><ul><li><p>
Proprietary alpha signals and factor models</p></li><li><p>
Systematic cross-asset investment strategies</p></li><li><p>
Discretionary macro research</p></li><li><p>
Target date glidepath design</p></li><li><p>
Retirement solutions to address longevity risk</p></li><li><p>
Downside protection and robust diversification</p></li><li><p>
Liability-driven investment solutions</p></li></ul><p>
The ideal candidate will bring deep multi-asset market expertise, strong quantitative and programming capabilities using agentic harnesses, and advanced data modeling skills. Success in this role requires analytical rigor, clear communication, and a collaborative mindset.</p><p><b>
The Value You Deliver</b></p><ul><li><p>
Develop and communicate global macro views based on both independent and collaborative research.</p></li><li><p>
Conduct research in tactical asset allocation, while also supporting strategic asset allocation, portfolio construction, and manager research.</p></li><li><p>
Build quantitative tools and infrastructure to support discretionary and systematic investment processes.</p></li><li><p>
Collaborate with investment, client-facing, data and technology teams.</p></li><li><p>
Translate complex quantitative ideas for non-technical audiences.</p></li><li><p>
Share insights through stakeholder presentations and published research.</p></li></ul><p><b>
The Expertise and Skills You Bring</b></p><ul><li><p>
Deep understanding of market dynamics, quantitative strategies, portfolio construction, and risk management.</p></li><li><p>
Advanced degree in finance, math, engineering, science, or business.</p></li><li><p>
7+ years in multi-asset quantitative research.</p></li><li><p>
3+ years generating alpha in discretionary investment processes.</p></li><li><p>
Programming and data management experience; proficiency in agentic harnesses using Python or R.</p></li></ul><p><b>
Leadership Competencies You Demonstrate</b></p><ul><li><p>
Strategic thinker with a bias for timely execution.</p></li><li><p>
Professional presence with strong communication across all levels.</p></li><li><p>
Independent idea generator with a collaborative working style.</p></li><li><p>
Passionate about markets and investing.</p></li><li><p>
High integrity, humility, and team orientation.</p></li><li><p>
Committed to investment principles and repeatable processes.</p></li><li><p>
Client-focused mindset.</p></li></ul>
The base salary range for this position is $100,000 - $200,000 per year.
<p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate&rsquo;s relevant experience, and other factors.</p><p>
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.<br>
</p><p><br>
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.</p><p>
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.</p><p>
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.</p><h3 class="jobSectionHeader"><b>
Certifications:</b></h3><h3 class="jobSectionHeader"><b>
Category:</b></h3>
Investment Professionals</div>

Quantitative Investment Analyst

Daley And Associates, LLC

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


Senior Investment Operations Analyst – Reconciliations & Trade Support

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><b><br>
Portfolio Analyst</b></p><p>
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.</p><p>
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.</p><p><b>
Responsibilities</b></p><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><p><b>
Requirements</b></p><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>
<b>ABOUT US</b><br>
<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><p></p><div><p>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.
</p><div><p>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.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><p><br>
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.</p></div>

Senior Portfolio Associate, 55IP

Hines

<div>Overview:
<div>
When you join Hines, you will embark on a career journey fueled by vision and guided by leaders who set the standards of our industry. Our legacy is rooted in innovation and excellence, earning us a spot on Fast Company&rsquo;s esteemed annual list of the World&rsquo;s Most Innovative Companies, as well as recognition as one of U.S. News &amp; World Report&rsquo;s Best Companies to Work For in 2024. Discover endless opportunities to grow and make your mark at Hines.</div>
Responsibilities:
<div>
As a Analyst within the Business Generation team with Hines, you will assist senior management with all aspects of the real estate investment lifecycle, including market research, financial underwriting, investment memos, debt / equity book creation, design and feasibility analysis of potential acquisition opportunities, and project management work on active developments. Responsibilities include, but are not limited to:</div><div></div><ul><li><div><br>
Perform financial analysis of acquisitions and development opportunities via financial modeling, analysis of cash flows, and application of valuation methods using a combination of Argus and Excel software.</div></li><li><div>
Assist with due diligence processes associated with acquisitions by performing document control, reading lease abstracts, verifying projections, or other duties as assigned.</div></li><li><div>
Perform market research and analyze business proposals to support leasing strategies and decisions, as well as the underwriting of acquisition and development opportunities.</div></li><li><div>
Source, maintain, and update sales and lease comparable databases.</div></li><li><div>
Prepare presentation materials and proposals, with responsibility for written and graphic components.</div></li><li><div>
Participate in the management of development projects including feasibility analysis, entitlement processes, financing, design, contracting, and construction management.</div></li><li><div>
Review leases &amp; property financial statements</div></li><li><div>
Assess feasibility of proposed capital projects</div></li></ul>
Qualifications:
<div>
Minimum Requirements include:</div><br>
<div></div><ul><li>
Bachelor's degree from an accredited institution.</li><li>
Two or more years related experience in real estate or in a financial analysis role.</li><li><div>
Demonstrated proficiency in Microsoft Office software with intermediate to advanced Excel and PowerPoint skills.</div></li><li><div>
Prior experience with Argus is a positive.</div></li><li><div>
Analyze real estate and industry trends from a strategic point of view; Analyze and interpret various types of data in order to draw conclusions and solve problems.</div></li><li><div>
Perform numerical and financial calculations and analysis.</div></li><li><div>
Exchange ideas, information, and opinions with others to formulate policies and programs and/or arrive jointly at decisions, conclusions, or solutions.
</div></li><li><div>Excellent interpersonal skills.</div></li><li><div>
Think creatively and contribute to project success.</div></li><li><div>
Successfully manage a variety of tasks within a tight time schedule.</div></li><li><div>
Demonstrate strong initiative and ability to work independently with minimal oversight.</div></li><li><div>
Interact with employees, visitors, and business partners with poise and diplomacy.</div></li><li><div>
Ability to remain poised during periods of high stress/time compressed deliverables</div></li><li><div>
Establish and maintain a cooperative and trusting relationship with colleagues</div></li><li><div>
Ability to leverage technology and internet to perform all job functions at the highest level.</div></li></ul><br>
Closing:
<div>
At Hines, we strive for excellence as a leading global real estate investment manager, driven by our by our belief that real estate is fundamentally about people. Our diverse portfolio spans $93.2 billion&sup1; of assets across such property types as living, office, retail, mixed-use, logistics and life science projects &ndash; all designed to enhance value, connection and inspiration. Our strategic approach integrates local expertise with global knowledge, taking calculated risks aligned with our convictions to exceed expectations and tailor solutions to our clients' needs.</div><div></div><div><br>
While our projects are renowned for enhancing cities and pioneering sustainable practices, we recognize that the true driving force behind Hines' success is our 5,000 dedicated employees in 30 countries who draw on our 65-year history to build the world forward. This is why we prioritize investing in our people, offering comprehensive training, competitive compensation, robust benefits and generous vacation packages. By centering our focus on the growth and wellbeing of our team, we cultivate an inclusive environment where everyone, including our clients, can thrive.</div><div></div><div><br>
Hines is proud to be named to Fast Company&rsquo;s prestigious annual list of the World&rsquo;s Most Innovative Companies for 2024. &sup1;Includes both the global Hines organization and RIA AUM as of December 31, 2023.</div><div></div><div><i><br>
We are an equal opportunity employer and support workforce diversity.</i></div><div><i><br>
No calls or emails from third parties at this time please.</i></div></div>

Analyst - Business Generation

Bain Capital

<div>
 <strong>
  Role:
 </strong>
 Portfolio Management Associate, Bain Capital Real Estate
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 <strong>
  Location:
 </strong>
 Boston, MA
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 <strong>
  Bain Capital Overview
  <br/>
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 </strong>
 With approximately $205 billion of assets under management, Bain Capital is one of the world&rsquo;s leading private investment firms. We create lasting impact for our investors, teams, businesses, and the communities in which we live. Over four decades we have strategically grown our platform to focus on Private Equity, Growth &amp; Venture, Capital Solutions, Credit &amp; Capital Markets, and Real Assets. Today, our team includes 1,950+ employees in 24 offices on four continents.
 <br/>
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 <strong>
  We partner differently to help people and companies embrace possibility and realize potential.
 </strong>
 Founded as a private partnership in 1984, we have fostered a culture of innovation, entrepreneurialism, and agility, empowering our people to define and own their career trajectories. Today, our partnership approach enables us to pursue strategic growth, build enduring relationships with a robust external network, and collaborate across our integrated platform to connect the deep and diverse expertise that unlocks breakthrough insights.
 <br/>
 <br/>
 <strong>
  Our people are the heart of our advantage.
 </strong>
 Colleagues at all levels have a seat at the table as they tackle business challenges with a principal investor mindset. By asking incisive questions, respectfully challenging one another, and remaining intellectually agile, we work together to achieve exceptional outcomes.
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 <strong>
  Real Estate Overview
  <br/>
  <br/>
 </strong>
 Since 2010, senior members of the Bain Capital Real Estate (&ldquo;BCRE&rdquo;) team have refined a thematic and nimble business model, focused on thesis-driven and resilient portfolio construction, designed to capture long-term demand growth and changing customer needs and preferences for real estate. Our team, which is led by Ryan Cotton, Partner, and comprises over 100 dedicated professionals, has been thoughtfully constructed to capture market opportunities at scale. To date, our strategy has been utilized for the acquisition of over 600 assets with total equity commitments of $9.8 billion. This includes, but is not limited to, acquisitions across BCRE Fund I ($1.5 billion, 2018 vintage), BCRE Fund II ($3.0 billion, 2020 vintage), the BCRE Life Science Fund (~$800 million, 2021 vintage), and BCRE Fund III (Raising, 2023 vintage) value add-plus real estate funds focused predominantly on thematic investments in North America. We believe that while our business model is built to succeed in a broad range of environments, it is particularly well suited for the current period of volatility, with distress likely to create attractive deal flow over the near to medium term.
 <br/>
 <br/>
 Averaging over 20 years of applicable experience, Bain Capital Real Estate&rsquo;s 13 Partners and Managing Directors have long and varied careers creating and managing innovative real estate and private equity investment platforms across an array of investment environments. Our senior team approaches decision-making with their expertise in acquisitions, asset management, portfolio management, financing, investment sales, investment banking, financial reporting, legal, engineering, and development management, in mind. They also have direct lines into long-time industry leaders as well as up-and-coming real estate players across a variety of asset classes and specialties. The team draws upon this foundation of complementary expertise and experience to source opportunities, drive value, and mitigate risk. As part of Bain Capital, the real estate team leverages the collective scale, experience, and network of the firm&rsquo;s global platform to augment sourcing efforts as well as to deepen insights and understanding of underlying secular themes driving demand and changing customer needs and desires across sectors germane to its current portfolio as well as future investment themes.
 <br/>
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 <strong>
  BCRE Portfolio Management
  <br/>
  <br/>
 </strong>
 The Portfolio Management (PM) team is responsible for driving value, managing risk, and shaping fund performance across Bain Capital Real Estate&rsquo;s portfolios. This role works closely with PM leadership to implement tools, processes, and insights that enhance decision-making and fund returns. The hire will play an essential role in liquidity planning, performance monitoring, roll-forward underwriting cycles, business-plan tracking, and cross-functional coordination with Investment, Asset Management, and Finance teams.
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  Key Responsibilities
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  Value Creation &amp; Risk Management
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   Support PM leads in identifying risks, opportunities, and drivers of fund performances
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   Help synthesize insights on return drivers, concentration, underperformance risks, and high-impact opportunities
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  </li>
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  Tools, Reporting &amp; Analytics
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 <ul>
  <li>
   Help build and maintain tools that track liquidity, equity needs, reserves, refinancing risk, and deal-level convexity
  </li>
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   Apply data analytics and programming experience (Python, SQL preferred) to enhance tooling, automate processes, and extract insights from large, complex datasets
  </li>
  <li>
   Assist in developing monitoring tools for performance vs. underwriting and roll-forward projections
  </li>
  <li>
   Maintain and enhance the PM reporting package to deliver clear, actionable insights
  </li>
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   Contribute to ongoing return-enhancement projects (e.g., recycling, subline utilization, gross-to-net improvement)
   <br/>
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  </li>
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  Process &amp; Portfolio Management
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 <ul>
  <li>
   Support implementation of consistent processes across Investment, Asset Management, and Finance (e.g. hold/sell, budgets, valuations, roll-forwards, capital calls)
  </li>
  <li>
   Help drive standardization across strategies&mdash;particularly around sale processes and hold/sell frameworks
  </li>
  <li>
   Maintain watchlists and assist with follow-ups for high-impact or high-risk assets/JVs
  </li>
  <li>
   Track business plan milestones, JV updates, debt/refi activity, and sale readiness
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Roll-Forward (Re-underwriting) Leadership
  <br/>
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 </strong>
 <ul>
  <li>
   Play a key operational and analytical role in the semiannual roll-forward process
  </li>
  <li>
   Help coordinate cross-team inputs, manage timelines, and ensure consistency of assumptions and outputs
  </li>
  <li>
   Contribute to iterative improvements that enhance efficiency, comparability and insights each cycle
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Fund Composition, Reporting &amp; Strategic Insights
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Support reporting on fund composition, exposures, asset concentration, and relative risk/return
  </li>
  <li>
   Assist in preparing portfolio reviews and Partner updates with clear perspectives on performance, risks, and liquidity
  </li>
  <li>
   Help refine the PM frameworks, tools, and processes as the portfolio and team evolve
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
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  Experience &amp; Background
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   2&ndash;4 years in consulting, investment banking, private equity, or real estate investing
  </li>
  <li>
   Real estate experience preferred but not required
  </li>
  <li>
   Demonstrated ability to work independently and drive processes without a roadmap
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Analytical &amp; Technical Skills
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Strong financial and quantitative skills
  </li>
  <li>
   High proficiency in Excel; ability to build and iterate analytical tools and dashboards
  </li>
  <li>
   Programming/data analytics experience preferred (Python, R, Java, SQL, Claude Code, other LLMs)
  </li>
  <li>
   Comfort synthesizing large, ambiguous data sets into clear insights
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Attributes &amp; Working Style
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Tenacious, proactive, high ownership mentality
  </li>
  <li>
   Structured thinker who can bring clarity to ambiguity
  </li>
  <li>
   Strong communicator able to distill analysis into crisp recommendations
  </li>
  <li>
   Effective collaborator across Investment, Asset Management, Finance, and senior leadership
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Compensation
  <br/>
  <br/>
 </strong>
 Expected Base Salary Range: $125,000 &ndash; $150,000
 <br/>
 <br/>
 This is the expected base salary range for this position. Actual base salary will be determined by a wide range of factors including but not limited to role, function, level, experience, qualifications, and geographic location.
 <br/>
 <br/>
 Bain Capital is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.
</div>


Associate, Real Estate Portfolio Management

Cambridge Associates

<div><p><b>Firm Overview:
</b></p><p></p><p>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.
</p><p></p><p>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 .
</p><p></p><p><b>Job Description Summary:
</b></p>The Treasury Analyst will be responsible for supporting the processing and execution of cash and security transactions for client portfolios in which Cambridge Associates (C|A) is the Investment Manager. In this role the Analyst will primarily be responsible for the preparation of wire transactions, mutual fund trades, and ETF trades for further review by senior members of the team. The Analyst will develop an understanding of our internal trade operation systems as well as custodian transaction platforms. The role requires high attention to detail while preparing transactions and time management skills to effectively process high volumes of transactions across multiple client portfolios and custodian banks. These are highly complex portfolios that deal in hedge, private equity, mutual funds and ETFs. This role requires frequent collaboration with other internal operations and investment teams and external service providers (e.g., fund accounting agent, outsourced middle and back-office service providers, and custodians).
<p><b>Job Description:
</b></p><p><b>Responsibilities
</b></p><p></p><ul><li>Prepare and instruct cash wires for the purpose of private investment capital calls, alternative asset subscriptions, manager and service provider invoices, client withdrawals, FX transactions.
</li></ul><p></p><ul><li>Prepare and instruct ETF and Mutual Fund trading through custodians and brokers.
</li></ul><p></p><ul><li>Track wire transactions and trade executions to confirm completion within internal and external deadlines.
</li></ul><p></p><ul><li>Collaborate closely with Portfolio Operations Team to identify, inform, and resolve cash reconciliation breaks. Identify and escalate any transaction issues.
</li></ul><p></p><ul><li>Engage and maintain operational relationships with many different custodian banks and service providers to our clients. Close communication with multiple custodian banks throughout the day to ensure proper and timely transaction execution and resolution of any issues.
</li></ul><p></p><ul><li>Contribute to and support projects within Treasury and in collaboration with other departments.
</li></ul><p></p><ul><li>Adhere to policies and procedures of Treasury and Investment Operations.
</li></ul><p></p><ul><li>Identify opportunities to reduce risk and increase scalability of existing processes through controls, procedures, and technology enhancements.
</li></ul><p></p><p><b>Qualifications
</b></p><p></p><ul><li>Undergraduate degree; preferably in finance or business administration
</li></ul><p></p><ul><li>1 - 3 years of work experience in Treasury Operations, Custody Operations, or Fund Administration
</li></ul><p></p><ul><li>Knowledge of alternative asset operations - fund of funds, hedge and/or private equity portfolios.
</li></ul><p></p><ul><li>Knowledge of USD wire execution process, or Mutual Fund/ETF settlement process preferred
</li></ul><p></p><ul><li>A team-oriented individual with strong interpersonal, organizational, communication skills and attention to detail
</li></ul><p></p><ul><li>Ability to work in a rapidly growing fast-paced environment and manage multiple competing priorities within deadlines.
</li></ul><p></p><ul><li>Excellent MS Excel, Word, Outlook skills are required.
</li></ul><p></p><p>Base salary range for this role:
</p><p>Pay Range Minimum:
</p>63700
<p>Pay Range Maximum:
</p>82800
<p></p><p>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.
</p><p></p><p>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.</p></div>

Analyst, Investment Operations – Treasury

Manulife

<div><p>We are looking for a candidate to provide fundamental analysis on global equities along with individual sector responsibilities and to assist the lead PM in the management of the Global Quality Value portfolio. Expertise within the global financial sector is advantageous.
</p><p></p><p>The team consists of a lead PM and 5 other team members, all of whom are fundamental analysts and who have both generalist and sector responsibilities.<br>
</p><p></p><p><b>Position Responsibilities:
</b></p><ul><li><p>Assist the lead PM in the management of the Global Quality Value/Core portfolio and contribute to the overall portfolio construction.
</p></li><li><p>The successful candidate will be required to do fundamental analysis on global companies including writing research notes and building proprietary models as well as interpreting market trends.
</p></li><li><p>Fundamental analysis includes meeting with company management and street analysts to determine short and long-term outlook of a company focused on business factors such as financial performance, competitive industry placement quality of company management etc. It also includes providing verbal and written reviews of companies.
</p></li><li><p>Whilst a global generalist role, the candidate will be responsible for 2-3 global sectors. Expertise within the Global Financials sector is advantageous.
</p></li><li><p>Assist in client service and marketing responsibilities.
</p></li></ul><p></p><p><b>Required Qualifications:
</b></p><ul><li><p>Typically, holds advanced degrees (MBA etc.) and/or CFA designation.
</p></li><li><p>At least 10 years of buy-side global equity portfolio management experience.
</p></li><li><p>A value background.
</p></li><li><p>Strong analytical skills and a proven record of fundamental stock picking.
</p></li><li><p>The ability to build a model for, and make an investment recommendation regarding, a public company in different industries and geographical areas and multiple time zones.
</p></li><li><p>Strong written and verbal communication skills to deliver reviews and recommendations.
</p></li><li><p>A global generalist is preferred.
</p></li><li><p>Ability to work within a team-based structure.
</p></li></ul><p></p><p><b>Preferred Qualifications:
</b></p><ul><li><p>Typically, holds advanced degrees (MBA etc.) and/or CFA designation.
</p></li></ul><p></p><p><b><i>When you join our team:
</i></b></p><ul><li><p>We&rsquo;ll empower you to learn and grow the career you want.
</p></li><li><p>We&rsquo;ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
</p></li><li><p>As part of our global team, we&rsquo;ll support you in shaping the future you want to see.
</p></li></ul><p></p><p>The role being advertised is an existing vacancy.
</p><p></p><p><b>About Manulife and John Hancock
</b></p><p></p><p>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 .
</p><p></p><p><b>Manulife is an Equal Opportunity Employer
</b></p><p></p><p>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.
</p><p></p><p>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 .
</p><p></p><p><b>Referenced Salary Location
</b></p>Boston, Massachusetts
<p></p><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>Working Arrangement
</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div>Hybrid
<p></p><p><b>Salary range is expected to be between
</b></p>$178,000.00 USD - $354,500.00 USD
<p></p><p>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.
</p><p></p><p>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.
</p><p></p><p>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 .
</p><p></p><p>Know Your Rights <b>I </b><b>Family &amp; Medical Leave </b><b>I </b><b>Employee Polygraph Protection </b><b>I </b><b>Right to Work </b><b>I </b><b>E-Verify
</b></p><p></p>Company: John Hancock Life Insurance Company (U.S.A.)</div>

Portfolio Manager

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