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investment support analyst

Fidelity TalentSource

<div>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an<b> </b>Investment Support Analyst to work in Fidelity&rsquo;s Enterprise Infrastructure Group in Boston, MA.
<h3 class="jobSectionHeader"><b>The Role</b></h3>
The<b> </b>Investment Support Analyst<b> </b>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.<br>
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"><b>The Expertise You Have</b></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"><b>The Skills You Bring</b></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.<br>
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"><b>Dynamic Working</b></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

Codex

<div>
 <p>
  Our client, a growing SaaS company in the Boston area, is looking for a technical minded Senior Financial Analyst to join their team! In this position you will be responsible for forecasting and variance analysis along with developing commentary on these deliverables and presenting findings to high level executives.
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  Reporting into the Senior Director of Finance, you will need to show the ability to collaborate with leadership teams and work cross functionally throughout the organization.
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   As a Senior Financial Analyst you will:
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   Execute monthly operational and financial close processes, while driving continuous process improvements.
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   Contribute to quarterly business and product reviews by developing clear, executive-ready presentations.
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   Utilize automation and reporting tools to enhance accuracy, streamline workflows, and improve overall efficiency.
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   Translate financial data into clear, actionable insights for cross-functional, non-financial stakeholders.
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   Independently manage competing priorities and deliver high-quality work with minimal oversight.
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   Deliver weekly cash flow reporting and forward-looking forecasts, including product-level P&amp;L analysis, to support strategic decisions.
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   As a high level candidate you will have:
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   3+ years of FP&amp;A experience in a SaaS/tech organization
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   A deep understanding of SaaS metrics and how they effect an organizations Financial processes
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   Strong financial modelling skills
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   A quantitative and detail oriented approach to FP&amp;A
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   Experience using Workday Adaptive Planning
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   A passion for utilizing cutting edge technology and Artificial Intelligence to optimize processes
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   They are looking to speak to candidates ASAP, so if you are interested in this position as a
   <strong>
    Senior Financial Analyst
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   in Boston, apply now!!!!
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</div>


Senior Financial Analyst

Fidelity Investments

<div><h3 class="jobSectionHeader"><b>Job Description:</b></h3><p><b>
Business Division</b><br>
Fidelity's Equity Division is responsible for managing more than 129 diversified mutual funds and over 50 industry specific funds. Assets under management total more than $950 billion. The department consists of over 200 Portfolio Managers, Research Analysts and Research Associates. The Equity Trading group is made up of 62 trading professionals across our Boston, London and Hong Kong desks, providing 24hour access to global markets. The Equity Trading group manages execution, portfolio services and quantitative analysis for equity, derivatives, convertible bonds and foreign exchange.</p><p><b>
The Position
</b><br>
Based in Boston, the Sector Trader role sits within the Americas Cash Trading team. Sector Traders are responsible for executing higher complexity, multi day equity and equity like orders and serve as strategic execution partners to Portfolio Managers and Research Analysts. The role encompasses both traditional order execution but also trade advisory, liquidity sourcing, and real time investment professional support. Sector Traders operate with deep sector specialization and act as a critical member within the investment process.</p><p><b><br>
The Value You Deliver</b></p><ul><li><p>
Execute higher complexity, multi day (high ADV) equity orders with a focus on minimizing market impact, information leakage, and implementation costs.</p></li><li><p>
Serve as a primary execution and advisory partner to Portfolio Managers, providing pre trade strategy, cost expectations, and execution timing guidance for complex situations.</p></li><li><p>
Develop and maintain deep sector expertise aligned with research teams, enabling subject matter expertise and deep partnerships with analysts.
</p></li><li><p>Source differentiated liquidity through extensive broker relationships, including block trades, differentiated liquidity, and bespoke execution opportunities.</p></li><li><p>
Actively identify and surface internal and external crossing opportunities to reduce market impact and trading costs.</p></li><li><p>
Provide differentiated market color, sector insights, and thematic commentary through daily notes, market updates, and live engagement with investment teams.</p></li><li><p>
Engage directly with Portfolio Managers and Analysts during earnings season, corporate events, investor calls, and field trips to remain closely aligned with the investment process.</p></li><li><p>
Act as a real time control layer, identifying and preventing trade entry errors, operational issues, and execution risks before they reach the market.</p></li><li><p>
Coordinate closely with internal partners including Compliance, Counterparty Research, Operations, Corporate Actions, Technology, and Portfolio Services to ensure seamless execution and settlement.</p></li></ul><p><b><br>
The Skills and Experience You Bring</b></p><ul><li><p>
Bachelor&rsquo;s degree or higher. Minimum 5+ years of experience in industry.
</p></li><li><p>Prior experience in equity trading or related execution roles, with demonstrated exposure to complex, multi day order execution.</p></li><li><p>
Strong understanding of equity market microstructure, liquidity dynamics, and execution strategies across regions and sectors.</p></li><li><p>
Ability to engage effectively with Portfolio Managers and Analysts, translating investment intent into executable trading strategies.</p></li><li><p>
Proven judgment under pressure, with a strong risk mindset and attention to detail in fast moving market environments.</p></li><li><p>
Demonstrated ability to build and maintain long term broker relationships to access differentiated liquidity.</p></li><li><p>
Ability to operate independently while contributing within a highly collaborative, globally coordinated trading team.</p></li></ul><p><b>
Values</b></p><ul><li><p>
The following values are fundamental to the way in which Fidelity operates: Accountability, Integrity, Teamwork</p></li></ul><p><b>
Note: Fidelity will not provide immigration sponsorship for this position.</b></p>
The base salary range for this position is $90,000 - $185,000 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>

Sector Trader

Appex Innovation

<p>We have a job opportunity as a <b>Guidewire Business Analyst (Policy/Billing/Claim) with our partner in Boston, MA (Hybrid).</b></p><p><b>Role Overview</b><br/>As a Guidewire Business Analyst, you will be the vital link between our insurance business units and the technical delivery team. You will be responsible for eliciting requirements, defining business rules, and designing functional solutions within the Guidewire InsuranceSuite (PolicyCenter, BillingCenter, or ClaimCenter).<br/>Working in our Boston-based Agile lab, you will help modernize our core systems by translating complex underwriting, billing, or claims workflows into clear, actionable user stories for our developers.</p><p><b>Key Responsibilities</b></p><ul><li>Requirement Elicitation: Conduct workshops with underwriters, adjusters, and finance leads to capture &quot;as-is&quot; and &quot;to-be&quot; business processes.</li><li>Functional Design: Map business requirements to out-of-the-box (OOTB) Guidewire capabilities, performing Gap Analysis to identify where custom configuration or integration is required.</li><li>User Story Stewardship: Author detailed User Stories and Acceptance Criteria in Jira, ensuring they meet the &quot;Definition of Ready&quot; for the sprint team.</li><li>UI/UX Collaboration: Work with developers to design Screen Configurator (PCF) mockups and ensure a seamless user journey using the Jutro Design System.</li><li>Product Backlog Management: Assist the Product Owner in prioritizing the backlog based on business value, regulatory deadlines, and technical dependencies.</li><li>UAT Leadership: Lead User Acceptance Testing (UAT) sessions, coordinate bug triaging, and ensure the final product meets the high standards of our Boston-based stakeholders.</li></ul><p><b>Technical &amp; Domain Qualifications</b></p><p><b>Required:</b></p><ul><li>8+ years as a Business Analyst, with at least 5 years specifically on the Guidewire platform.</li><li>Deep functional knowledge of at least one core module: PolicyCenter, BillingCenter, or ClaimCenter.</li><li>Proven experience with Guidewire Cloud (specifically the &quot;Resort&quot; releases: Niseko, Olos, etc.).</li><li>Strong understanding of P&amp;C Insurance concepts (e.g., Quoting, Bound, Endorsements, Subrogation, or Statutory Reporting).</li><li>Expertise in Agile/Scrum methodologies and tools like Jira and Confluence.</li></ul><p><b>Preferred:</b></p><ul><li>Guidewire Business Analyst Certification.</li><li>Experience with Inland Marine, Workers' Comp, or Commercial Auto lines of business.</li><li>Familiarity with Guidewire Digital Portals or Explore for data analytics.</li></ul><p><b>Soft Skills for the Boston Market</b></p><ul><li>Communication: Ability to facilitate high-stakes meetings with executive leadership in the Boston insurance hub.</li><li>Negotiation: Skilled at managing &quot;scope creep&quot; by steering stakeholders toward OOTB Guidewire features to reduce long-term maintenance costs.</li><li>Analytical Thinking: Capacity to visualize how a single change in PolicyCenter impacts downstream systems like BillingCenter or DataHub.</li></ul><p>Pay: $50.00 - $55.00 per hour</p><p>Work Location: Hybrid remote in Boston, MA 02133</p>

Guidewire Business Analyst

Wellington Management

<div></div><div><div>About Us</div><div></div><div>
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.</div><div></div><div>
About the Role</div><div></div><div>
Based in Boston, the Manager, Americas Client Service Operations will be part of the global Client Service Operations (CSO) team. This role is within the larger &lsquo;Client Operations&rsquo; group, which aims to foster a robust risk culture while enhancing our global support model to provide excellent service to both internal and external stakeholders. The Manager will play a central role supporting the Americas Institutional and Americas Wealth business lines, working closely with Global Operations, Trading, Portfolio Implementation, and the broader infrastructure platform to deliver best-in-class operational support and solutions.</div><div><br>
The Manager US Client Operations is a strategic leader responsible for overseeing the delivery of exceptional client service across the organization. This role ensures operational excellence, consistency and scalability while continuously enhancing the client experience. The Manager has line management responsibilities for operational servicing personnel in the region, leads cross-functional initiatives, manages third-party vendors, and partners with regional leaders to establish a unified global service model. With a focus on process improvement, performance management, and client satisfaction, this role is critical to driving retention and long-term growth. The ideal candidate will be driven, possess strong people and project management skills, and demonstrate the ability to communicate effectively at all levels of seniority.</div><div></div><div>
KEY RESPONSIBILITIES</div><ul><li><div>
Lead and manage the client operations organization, including daily operational support, issue resolution, and ongoing client communications.</div></li><li><div>
Partner with regional client operations leaders to build and maintain a consistent global client servicing model, ensuring alignment on standards, processes, and best practices</div></li><li><div>
Establish and monitor service level agreements (SLAs) and key performance indicators (KPIs) to ensure excellence in client support.</div></li><li><div>
Develop and implement scalable processes that enhance the client experience while improving internal efficiency.</div></li><li><div>
Analyze trends in client issues and feedback to inform product and process improvements.</div></li><li><div>
Collaborate with cross-functional leaders (Client Platform, Investment Platform, Infrastructure Platform) to resolve complex client challenges, anticipate evolving needs, and deliver scalable, client-centric outcomes.</div></li><li><div>
Mentor and develop a high-performing, client-focused team.</div></li><li><div>
Manage budgets and relationships with third-party providers to ensure quality, compliance, and alignment with client service standards.</div></li><li><div>
Serve as a senior point of escalation for high-impact client concerns.</div></li></ul><div></div><div>
REQUIREMENTS</div><ul><li><div>
10+ years of experience in client operations, investment operations, or related field, with at least 5 years in a leadership role.</div></li><li><div>
Proven success building and scaling teams in a fast-paced environment.</div></li><li><div>
Proven track record of leading transformation and continuous improvement efforts, including redesigning processes, improving service models, and driving measurable efficiency and client experience gains.</div></li><li><div>
Excellent organizational, communication, and leadership skills.</div></li><li><div>
Strong analytical and problem-solving abilities.</div></li><li><div>
Experience managing third-party service providers or outsourced teams, including contract oversight, SLA adherence, and performance reviews.</div></li></ul><div></div><div>
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.</div><div></div><div><i>
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to </i><i>r</i><i>ace, 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</i><i> protected by applicable law</i><i>.</i><i> 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 </i><div><i>GMWTalentOperations@wellington.com</i></div><i>.</i></div><div></div><div>
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:</div>
USD 120,000 - 225,000<div><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><div></div><div><div><br>
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)</div><div></div><div>
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></div>

Manager, Americas Client Service Operations

Pearson

<div><p>Lead, Finance Business Partner &ndash; Global Operations</p>
<p>Pearson Professional Assessments</p>
<p>Pearson Professional Assessments (PPA), formerly known as Pearson VUE, is dedicated to delivering high-stakes exams for professionals and industries across the globe, utilizing an extensive network of test centers and strategic partnerships. Through Pearson PPA, millions of individuals are empowered to attain certifications and licenses in a wide range of industries, supporting their personal and professional advancement.</p>
<p>About the Role</p>
<p>We are seeking a Finance Business Partner who will provide vital financial, commercial, and strategic insights to the PPA leadership team. In this role, you will work closely with the Global Operations functions to drive performance, champion innovation, optimize investment, and enable sustainable business growth.</p>
<p>This is a highly collaborative and visible position, ideal for someone who thrives in a dynamic environment and enjoys influencing key decisions that underpin growth and operational excellence. The role reports to the Executive Partner, Finance Business Partner &ndash; Professional Assessments and is supported by Pearson Financial Services (PFS). You will be responsible for managing a portfolio of approximately $200M in global operations spend, supporting a $900M revenue business.</p>
<p>The position offers excellent career progression within Pearson&rsquo;s global finance organization and is suited to individuals aspiring toward Finance Director or Chief Financial Officer roles.</p>
<p>Location</p>
<p>We welcome applications from candidates based in London, UK, with a hybrid working arrangement from our central London office. US-based candidates are considered for remote opportunities.</p>
<p>Key Responsibilities</p>
<p>Financial Planning &amp; Analysis</p>
<ul><li>Lead financial planning, budgeting, and forecasting for the operations business within Pearson Professional Assessments.</li>
<li>Develop financial models to support new product launches, investments, and market expansion opportunities.</li>
<li>Support month-end close activities, including variance analysis and preparation of corporate-level reporting packages.</li>
<li>Analyse performance against targets, identify key variances, and recommend corrective actions where necessary.</li>
<li>Deliver the Annual Operating Plan (AOP) and Long Range Plan (LRP) processes, ensuring risks are mitigated and opportunities are maximised.</li>
</ul><p>Strategic Business Partnering</p>
<ul><li>Work closely with PPA leadership to align financial objectives with overall business strategy.</li>
<li>Act as a trusted advisor by providing commercial insight and challenging underlying assumptions.</li>
<li>Evaluate business cases for new investments, partnerships, and product development initiatives.</li>
<li>Advise on investment allocation to foster sustainable growth.</li>
</ul><p>Performance Management</p>
<ul><li>Track and report on financial performance, key performance indicators (KPIs), and return on investment (ROI).</li>
<li>Identify opportunities for cost optimisation, efficiency improvements, and revenue growth.</li>
<li>Present clear, actionable insights to senior leadership and cross-functional teams.</li>
</ul><p>Project &amp; Initiative Support</p>
<ul><li>Provide financial support for key projects and growth initiatives.</li>
<li>Conduct financial due diligence and assess potential ROI for new ventures.</li>
<li>Partner with project managers to ensure strong financial discipline throughout the project lifecycle.</li>
<li>Support acquisition integration, value creation, and process transformation initiatives.</li>
</ul><p>Reporting &amp; Insights</p>
<ul><li>Prepare and deliver timely financial reports, dashboards, and presentations.</li>
<li>Synthesise data from multiple sources to uncover trends, risks, and opportunities.</li>
<li>Ensure compliance with internal controls, policies, and regulatory requirements.</li>
</ul><p>What We Are Looking For</p>
<ul><li>Bachelor&rsquo;s degree in finance, Accounting, or a related field.</li>
<li>Demonstrable experience in business financial analysis or relevant finance roles.</li>
<li>Strong financial modelling and analytical skills.</li>
<li>Experience evaluating both organic and inorganic investment opportunities.</li>
<li>Advanced proficiency in Microsoft Office applications, including Excel, PowerPoint, Word, Access, and Outlook.</li>
<li>Experience with Oracle, Hyperion Essbase/SmartView, and Planning is highly desirable.</li>
<li>Excellent interpersonal, communication, and presentation skills, with the ability to engage with senior leadership.</li>
<li>Strong analytical, problem-solving, and cost-benefit evaluation capabilities.</li>
<li>Ability to thrive in a fast-paced environment, effectively balancing multiple priorities with a disciplined and detail-oriented approach.</li>
</ul><p>Compensation</p>
<p>Compensation at Pearson is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific location. As required by the California, Colorado, Hawaii, Illinois, Maryland, Minnesota, New Jersey, New York State, New York City, Vermont, Washington State, and Washington DC laws, the pay range for this position is as follows:</p>
<p>The minimum full-time salary range is between $125,000 - $150,000.</p>
<p>This position is eligible to participate in an annual incentive program, and information on benefits offered is here.</p>
<p><b><i>Applications will be accepted through Friday, March 6, 2026. This window may be extended depending on business needs.</i></b></p>
<p><b>Who we are:</b></p>
<p>At Pearson, our purpose is simple: to help people realize the life they imagine through learning. We believe that every learning opportunity is a chance for a personal breakthrough. We are the world's lifelong learning company. For us, learning isn't just what we do. It's who we are. To learn more: We are Pearson.</p>
<p>Pearson is an Equal Opportunity Employer and a member of E-Verify. Employment decisions are based on qualifications, merit and business need. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, protected veteran status, disability status or any other group protected by law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act.</p>
<p>If you are an individual with a disability and are unable or limited in your ability to use or access our career site as a result of your disability, you may request reasonable accommodations by emailing TalentExperienceGlobalTeam@grp.pearson.com.</p>
<p><b>Job:</b> Finance</p>
<p><b>Job Family:</b> ENTERPRISE</p>
<p><b>Organization:</b> Assessment &amp; Qualifications</p>
<p><b>Schedule:</b> FULL\_TIME</p>
<p><b>Workplace Type:</b></p>
<p><b>Req ID:</b> 22462</p>
<p>\#location</p></div><p></p>

Lead, Finance Business Partner

TA Associates

<div>
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  <strong>
   Company Background
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  TA is a leading global private equity firm focused on scaling growth in profitable, high-quality companies. Investing as either a majority or minority investor, we work collaboratively with founders and management teams at our portfolio companies to help accelerate growth and deliver lasting shareholder value. To date, TA has invested in more than 560 companies across our five target industries &ndash; technology, healthcare, financial services, consumer and business services. We believe that our deep sector knowledge, investment experience and strategic value-add capabilities provide the firm with an edge in identifying and creating value for our companies. Our global team of more than 300 employees, which includes over 170 experienced investment professionals, Strategic Resource Group and Capital Markets Group team members, are based in Boston, Menlo Park, Austin, London, Mumbai, and Hong Kong. Since TA&rsquo;s founding in 1968, the firm has raised $65 billion in capital. More information about TA can be found at www.ta.com.
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   Position Overview:
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  This Assistant will provide administrative support to TA&rsquo;s Events and Communications Teams. This person will have a high degree of organization, flexibility, polish and reliability. This position requires excellent judgement to properly prioritize multiple, and potentially competing demands, in a fast-paced and rapidly growing environment. The Assistant must have strong attention to detail and a focus on high-quality and timely delivery of their responsibilities with minimal oversight.
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    Administrative Responsibilities
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   Schedule meetings/calls using Outlook and Zoom, including arranging conference rooms, equipment, refreshments and other logistics, as needed
  </li>
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   Book travel arrangements including flight reservations, hotel accommodations, car service, etc. (domestic &amp; international)
  </li>
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   Submit and track important and sensitive documents in coordination with legal and compliance protocols (contracts, addendums, NDAs, etc.)
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   Maintain inventory for both teams
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   Track and distribute TA branded supplies, stationery and gifts to TA offices and outside parties
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   Manage general office duties &ndash; copying, scanning, filing, coordinating visitors, as needed
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   Process high volume of invoices and reimbursements, interfacing directly with external vendors and internally with the TA Corporate and Fund Finance teams; maintain team's budget tracking
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   Set up new vendors in the TA payment system and maintain database of payment records
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   Track payment schedules for all contracts / add to calendar for team members
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   Manage expense reports for all Communications and Events team members
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   <u>
    Team-Specific Support
   </u>
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  <em>
   EVENTS:
  </em>
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 <ul>
  <li>
   Printing of event materials for firmwide events (e.g., name badges, tent cards, escort cards)
  </li>
  <li>
   Mailbox management for shared TA Events email address, ensuring inquiries are responded to within 24 hours and emails are filed and organized
  </li>
  <li>
   Manage packing, shipping and courier for all events and limited pre-event setup
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <em>
   COMMUNICATIONS:
  </em>
 </p>
 <ul>
  <li>
   Save, organize, and track Communications collateral (press releases, announcements, presentations, visual assets), including drafts, feedback, and approvals in coordination with Compliance
  </li>
  <li>
   Maintain Firm&rsquo;s database of visual assets, including headshots, photography and video content
  </li>
  <li>
   Support TA intranet maintenance, including posting approved materials, organizing content, and archiving items
  </li>
  <li>
   Off-hours assistance and ad hoc projects as needed
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Job Qualifications and Characteristics of an Outstanding Performer:
  </strong>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s degree with strong academic credentials
  </li>
  <li>
   2+ years of relevant post-undergraduate experience
  </li>
  <li>
   Proficiency in Microsoft Office suite, particularly Excel and PowerPoint
  </li>
  <li>
   Understanding of financial services and/or alternative asset management industry is a plus
  </li>
  <li>
   Strong writing, verbal and in-person communication skills
  </li>
  <li>
   Ability and willingness to learn and effectively utilize new skills and technology
  </li>
  <li>
   Highly organized and detail-oriented, with the ability to plan and manage tasks with minimal oversight
  </li>
  <li>
   A self-starter with a positive attitude, strong work ethic and entrepreneurial drive that can work autonomously and collaboratively
  </li>
  <li>
   Demonstrated commitment to team camaraderie and engagement
  </li>
  <li>
   Personal characteristics of warmth, maturity, integrity, collegiality and self-confidence
  </li>
 </ul>
</div>


Administrative Assistant

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