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branch operations lead - (new build) - beacon hill, ma Jobs in Boston

lead business analyst

Pearson

<div><p><b>Lead, Business Analyst</b></p>
<p><b>Description: This role aligns to a Digital Business Analyst</b></p>
<p><b>The Role</b></p>
<p>As a Digital Content Business Analyst, you will be the bridge between business needs and technical execution, driving the modernization of digital content workflows and the adoption of AI-enabled solutions. You&rsquo;ll partner with engineering, product, and content teams to translate business requirements into actionable technical plans, ensuring our digital content is delivered efficiently, at scale, and with measurable impact for learners worldwide.</p>
<p><b>What You&rsquo;ll Own</b></p>
<ul><li>Translate business requirements into clear technical execution plans that guide engineering and platform teams.</li>
<li>Collaborate closely with engineering to understand system architecture, API dependencies, integration workflows, and platform constraints.</li>
<li>Identify and escalate technical risks, blockers, and gaps in requirements to ensure project success.</li>
<li>Support the adoption of modern, AI-enabled workflows, tooling modernization, and platform standards across content operations.</li>
<li>Serve as the communication bridge between technical teams and business stakeholders, facilitating workshops, technical deep dives, sprint planning, demos, and retrospectives.</li>
<li>Build strong partnerships across product management, content operations, engineering, QA, design, and support teams to drive project outcomes.</li>
<li>Analyze the cost of creating content and drive efficiency for digital content modernization initiatives.</li>
</ul><p>Required Skills and Competencies:</p>
<ul><li>Strong technical acumen, with experience in system architecture, API management, and integration workflows.</li>
<li>Excellent cross-functional collaboration and communication skills, able to facilitate technical discussions and bridge gaps between teams.</li>
<li>Proven ability to identify and mitigate technical risks, blockers, and requirements gaps.</li>
<li>Experience supporting the adoption of AI-enabled workflows and modern digital platforms.</li>
<li>Project management skills, with the ability to organize, prioritize, and deliver complex projects on time.</li>
<li>Adaptability and creativity in a fast-paced, evolving environment.</li>
</ul><p>Qualifications (Education &amp; Experience):</p>
<ul><li>Bachelor&rsquo;s degree required.</li>
<li>Experience in digital content creation, technical project management, or related fields preferred.</li>
</ul><p><b>Ready to make an Impact?</b></p>
<p>Apply now and help shape the future of learning.</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 $130,000 - $150,000.</p>
<p>This position is eligible to participate in an annual incentive program, and information on benefits offered is here.</p>
<p>Applications will be accepted through 26th March. This window may be extended depending on business needs.</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> Program Management</p>
<p><b>Job Family:</b> ENTERPRISE</p>
<p><b>Organization:</b> Higher Education</p>
<p><b>Schedule:</b> FULL\_TIME</p>
<p><b>Workplace Type:</b> Remote</p>
<p><b>Req ID:</b> 22847</p>
<p>\#location</p></div><p></p>

Lead, Business Analyst

State Street

<div><div>Who we are looking for</div><div>
Project Manager/Lead Business Analyst for the Portfolio Solutions &amp; Currency Management businesses in State Street Global Markets. The Portfolio Solutions business includes Transition Management &amp; Outsourced Trading functions across Equity Fixed Income, Futures, Options and Derivatives asset classes. The Currency Management business is for managing Currency Exposure on behalf of clients. This is a user/client facing role with desire to work in a collaborative, team-driven environment on business demand analysis and solution design with IT development team from brainstorming, prototyping, development, testing and implementation to production.</div><div>
This role requires solid financial knowledge in the buy side &amp; sell side trading workflows across multiple asset classes along with strong analytical and interpersonal skills, and good time management.</div><div>
This role is based in Boston, MA, USA and will work with State Street business users from all regions</div><div></div><div>
What you will be responsible for</div><div>
As a Business Systems Analyst, you will</div><ul><li>
Work with internal business users and external clients to gather and understand user demands</li><li>
Analyze and explore business workflow and possible business scenarios; review and evaluate existing business model and future process or solution</li><li>
Accomplish BA relevant artifacts (e.g. functional specification, user stories, wireframe model/data mapping, user guide) to accurately capture user and system requirements</li><li>
Identify, solve or escalate potential issues and risks during development life cycles</li><li>
Collaborate with other roles/teams to deliver consistent and timely results with high quality</li><li>
Establish and maintain strong network relationships with internal/external counterparties</li><li>
Organize and drive meetings. Participate in agile development team as the Product Owner/Business Analyst role</li><li>
Work closely with on-shore and off-shore team members. This includes other program/ project managers, business analysts, developers and QA personnel</li><li>
Liaise with key stakeholders in the Portfolio Solutions (PS) Trading, PS Operations, PS Compliance, Currency Management as well as Risk &amp; Regulatory reporting. Coordinate tasks, requirements and deliverables with other SSGM groups</li></ul><div>
What we value</div><ul><li>
The ability to effectively work and communicate across the global organization including Business Sponsors, Project Managers, Business Analysts, onshore/offshore Development and QA teams located globally.</li><li>
Strong critical thinking, problem solving, and decision-making skills</li><li>
Strong interpersonal communication, collaboration, facilitation, and presentation skills</li><li>
Demonstrated experience working in an environment managing multiple, concurrent deliverables with shifting priorities, demands, and timelines</li></ul><div></div><div>
Education &amp; Preferred Qualifications</div><ul><li>
Bachelor&rsquo;s degree</li><li>
12+ years experience in Financial Services. Specifically in Investment &amp; Trading systems.</li><li>
7+ years managing highly technical teams and projects</li><li>
Successful track record of delivering projects and programs using lightweight or agile approaches.</li><li>
10+ years financial services / technology industry experience</li><li>
Proven experience working with OMS applications; Fidessa ASP preferred</li><li>
Strong knowledge and demonstrated use of testing methodologies and tools</li><li>
Excellent verbal and written communication skills</li><li>
Demonstrated strength in initiative-taking, leadership and influencing skills</li><li>
Ability to analyze large volume of complex data quickly, identify key risks and drive them to closure</li><li>
Ability to adapt quickly in a fast&ndash;growing and changing environment</li><li>
Experience front-office, middle-office and back-office workflows demonstrating knowledge of the full lifecycle of a trade.</li><li>
Thorough understanding of the software development lifecycle for iterative, agile, and traditional approaches. Experience with JIRA a strong plus.</li><li>
Strong background in Requirements Gathering and Use Case development. Ability to translate business requirements into a technical solution</li><li>
Profound knowledge of financial products.</li><li>
Team player, detail oriented and self-motivated to drive work to proceed with minimal supervision</li><li>
Multiple tasking ability. Good time organizational skills to manage project priorities</li><li>
Enthusiasm in work with good self-learning ability</li><li>
Good tech skills; database tools/SQL</li></ul><div></div><div>
Salary Range:</div>
$110,000 - $188,750 Annual<div></div><div>
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.</div><div></div><div><i>
Employees are eligible to participate in State Street&rsquo;s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.</i></div><div><i>
For a full overview, visit </i><div><i>https://hrportal.ehr.com/statestreet/Home</i></div><i>.</i></div><div></div><div>
About State Street</div><div></div><div>
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.</div><div></div><div>
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you&rsquo;ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.</div><div></div><div>
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.</div><div></div><div>
Discover more information on jobs at <div>StateStreet.com/careers</div></div><div></div><div>
Read our <div>CEO Statement</div></div><div></div><div>
Job Application Disclosure:</div><div>
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.</div></div>

Lead Business Analyst- Capital Markets Technology, VP

American Family Insurance

<div>This position will be responsible for leading the ideation, conceptualization, prioritization, and initiation for future system use and enhancements. Works with technology areas to clarify business requirements where needed and assists in the development of the test strategy and plan for large and complex projects. This position will oversee the research on complex system issues and coordinates resolution. Research and evaluate business system application developments and technologies within the insurance industry and business markets that are relevant to the business and future business strategy.<p></p><p>
Position Compensation Range:</p>
$99,000.00 - $167,000.00<p></p><p>
Pay Rate Type:</p>
Salary<p></p><p><i>
Compensation may vary based on the job level and your geographic work location. </i><i>Relocation support is offered for eligible candidates.</i></p><p></p>
Primary Accountabilities &bull; Conducts advanced data analysis with the ability to query enterprise-scale databases and problem solving with the use of data from associated systems. &bull; Queries large databases/source systems to explore defects, problem-solving and testing of defects. &bull; Engages with technology areas and represents the business-on-business issues and requirements for large and complex system projects. &bull; Partners with stakeholders to understand needs, gather and analyze business requirements, perform data analysis, assist in change management, training and testing efforts. &bull; Gathers and document business rules functional requirements and data definitions. &bull; Collaborates to resolve inconsistencies and inadequacies in requirements. &bull; Partners with technology areas to develop user acceptance testing and quality assurance test scenarios and cases working to ensure data delivery meets business requirements. Collaborates with stakeholders to produce and maintain accurate test documentation. Specialized Knowledge &amp; Skills Requirements &bull; Demonstrate experience providing customer-driven solutions, support or service. &bull; Demonstrate experience developing relationships with internal and external partners. &bull; Extensive knowledge of business systems and how to apply them to leverage efficiencies in a business environment. &bull; Solid knowledge and understanding of project management methodologies, practices, techniques and tools. &bull; Basic knowledge and understanding of systems development life cycle (SDLC). Licenses &bull; Not applicable. Travel Requirements &bull; Up to 25%. Physical Requirements &bull; Work that primarily involves sitting/standing. Working Conditions &bull; Not applicable.<p></p><h3 class="jobSectionHeader"><b>
Additional Information</b></h3><ul><li><p>
Offer to selected candidate will be made contingent on the results of applicable background checks</p></li><li><p>
Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions</p></li><li><p>
Sponsorship will not be considered for this position unless specified in the posting</p></li></ul><p></p><div><p>
Candidates can be considered at the lower (Senior Business Systems Specialist) level, if qualified.</p></div><p></p><div><p>
In this hybrid role, you will be expected to work a minimum of 10 days per month from the office. Candidates should reside within approximately 35-50 miles of one of the following office locations: Madison, WI 53783; Boston, MA 02110;</p></div><p></p><div><p>
#LI-Hybrid</p></div><p></p><p>
We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.</p><p></p><p>
We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.</p><p></p><p>
American Family Insurance is committed to the full inclusion of all qualified individuals. If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please email AskHR@AmFam.com to request a reasonable accommodation.</p><p></p>
#LI-JM1</div>

Lead Business Systems Consultant

Lead Advisor

<div>
 <p>
  Lead Advisor, LLC is a wealth management consulting and search firm. This role is for a client firm in Boston.
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  Our client provides financial planning, investment management, banking and comprehensive advice to a wide range of ultra-high net worth clients, as well as family offices, foundations and endowments and is one of the largest RIAs in the country.
 </p>
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  <br/>
 </p>
 <p>
  In the this role you will have direct client contact, playing a critical role impacting the financial success of the firm's sophisticated clients. You will build deep relationships across the financial industry while orchestrating a seamless client experience. Your expertise will be vital in managing the complex and sensitive onboarding of new client relationships, proactively mitigating fraud risk, executing critical trades, and optimizing liquidity.
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   YOU WILL
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  <li>
   Leverage your interpersonal skills to contribute to a successful and growing business
  </li>
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   Act as key point of contact for ultra-high net worth clients while working closely with firm advisors and teammates to ensure an exceptional client experience.
  </li>
  <li>
   Introduce clients to the firm's offerings including client reporting, digital capabilities and banking services
  </li>
  <li>
   Oversee asset movements, portfolio implementations and leverage your understanding of estate planning and tax concepts
  </li>
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   Execute, process and reconcile trading and other investment related transactions
  </li>
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   <strong>
    Skills &amp; Experience
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  <li>
   Bachelor's Degree Required
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   Commitment to excellence and a high level of integrity
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   Self-motivated and able to work in an autonomous, yet highly collaborative environment
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   Meticulous attention to detail is a must
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   Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
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   Ability to work in a fast-paced environment and think clearly under pressure
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   Strong interest in client service
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   1-3 years experience in client service and/or the financial industry is preferred.
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   Employees are required to be fully licensed investment advisors with an active Series 65; or
  </li>
 </ul>
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  SIE, Series 7 and 63; or an active Professional Designation: Certified Financial Planner (CFP&reg;), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Chartered Investment Consultant (CIC) or Personal Financial Specialist (PFS).
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Private Wealth Analyst

Real Chemistry

<div><div><p>At Real Chemistry, making the world a healthier place isn&rsquo;t just an aspiration&mdash;it&rsquo;s our everyday reality. Our drive to transform healthcare is informed by our blend of deep scientific expertise, human-centred creativity, and AI-driven insights, fostering a unique environment where innovation thrives and our people are impact-obsessed. As a global agency, we provide a full suite of services across healthcare communications and marketing to our clients, including top players in the pharmaceutical and biotech industries.</p>
<p>
Our #LifeatRealChem culture is rooted in our people&mdash;we believe we are best together and are committed to excellence for both our clients and colleagues. Whether you're a seasoned professional or just starting your career, if you share our passion for healthcare and connection, we invite you to explore our opportunities.</p>
<p>
Discover your purpose. Embrace innovation. Experience #LifeatRealChem.</p></div><div><div>
<div>
<p><b>Job Summary</b></p>
</div>
<div><p>We are seeking a <b>Senior</b> <b>Financial Analyst </b>to join our team. As an integral member of the FP&amp;A team, this role will oversee 3 areas a) Revenue Tracking b) Bonus Detail Management c) T&amp;E support.</p>
</div>
<div><p>Revenue tracking &ndash; The analyst will assist with monthly revenue tracking, particularly through data analytics associated with our businesses and clients and develop/refine existing visualization dashboards.</p>
</div>
<div><p>Bonus &ndash; Generate bottoms up detailed modelling for quarterly bonus updates and be actively involved with HR in the Q1 bonus payout exercise.</p>
</div>
<div><p>T&amp;E support &ndash; Partner with another Senior Analyst to manage the T&amp;E exceptions/escalation process while working with our offshoring team.</p>
</div>
<div><p>The ideal candidate is proactive, driven, and resourceful, with strong prioritization skills and a desire to dive into the data. You will be a critical part of a visible cross-functional team and will help drive strategic decision making. This person will help support business relationships with corporate leaders across the organization and will also partner closely with the Sales Ops, Client Finance teams, HR Teams, and the offshoring teams. This is a terrific opportunity to join a dynamic, fast-growing global organization with over 2,000 employees!</p>
<div>
This is a hybrid role, based in any of our US offices&mdash;including New York City, Boston, Chicago, Carmel, or San Francisco&mdash;or remotely within the US, depending on team and business needs.</div>
</div>
<div> <p><b>Who&rsquo;ll Love This Job:</b></p>
</div>
<div><ul><li><p>You have a passion for data tracking and visualization, and an interest in revenue tracking and reporting.</p>
</li>
</ul></div><div><ul><li><p>You want to drive automation and leverage AI to streamline the Bonus calculation and T&amp;E exceptions process.</p>
</li>
</ul></div><div><ul><li><p>You want to be part of a highly visible, cross-functional team that directly helps drive strategic decision making.</p>
</li>
</ul></div><div><p><b>What You&rsquo;ll Do:</b></p>
</div>
<div><ul><li><p>Three direct areas of coverage, including:</p>
</li>
</ul></div><div><p>o Client revenue reporting using detailed project information to develop/refine dashboards with potential exposure to leaders within the business.</p>
</div>
<div><p>o Bottoms up detailed Bonus management exercise during the year culminating with active partnership with HR during the bonus payout in Q1.</p>
</div>
<div><p>o Be the first level reviewer of the T&amp;E exception/escalation review process while partnering with another SFA and our offshoring team.</p>
</div>
<div><ul><li><p>This person will help support business relationships with corporate leaders across the organization and will also partner closely with our Sales Ops/Partner Finance/HR team.</p>
</li>
</ul></div><div><ul><li><p>Support monthly close process through close partnership with the accounting team.</p>
</li>
</ul></div><div><ul><li><p>Create and report out monthly &amp; quarterly internal reporting for owners, senior management, including insightful analyses to explain trends and any variance to plans.</p>
</li>
</ul></div><div><ul><li><p>Identify key trends and potential risks &amp; opportunities across the business.</p>
</li>
</ul></div><div><ul><li><p>Work cross functionally to evaluate strategic initiatives and associated financial impacts and help to incorporate into financial plans.</p>
</li>
</ul></div></div><div><div><ul><li><p>Run ad-hoc analyses for senior management.</p>
</li>
</ul></div><div><ul><li><p>Assist in preparation of board of director materials.</p>
</li>
</ul></div><div><ul><li><p>Continuously look to increase efficiency through process automation.</p>
</li>
</ul></div><div><p><b>This position is a perfect fit for you if:</b></p>
</div>
<div><ul><li><p>Our Company values &ndash; <i>Best Together, Impact-Obsessed, Excellence Expected, Evolve Always</i> and <i>Accountability with an &ldquo;I&rdquo;</i> &ndash; really speak to you.</p>
</li>
</ul></div><div><ul><li><p>You are adaptable, resilient, and OK with adjusting your scope, responsibilities, and focus as we grow. When things change, so do we. We&rsquo;re always evolving.</p>
</li>
</ul></div><div><ul><li><p>You are proactive, driven, and resourceful with strong prioritization skills and a desire to dive into the data.</p>
</li>
</ul></div><div><ul><li><p>You are a highly organized self-starter, able to work independently and under tight deadlines.</p>
</li>
</ul></div><div><p><b>What You Should Have:</b></p>
</div>
<div><ul><li><p>3+ years of experience in FP&amp;A / corporate finance,</p>
</li>
</ul></div><div><ul><li><p>Experience with revenue reporting and tracking, T&amp;E and/or Bonus is highly preferred</p>
</li>
</ul></div><div><ul><li><p>Bachelor&rsquo;s Degree in Accounting, Finance, or related field preferred.</p>
</li>
</ul></div><div><ul><li><p>Excited to lead and drive data management best practices.</p>
</li>
</ul></div><div><ul><li><p>High aptitude and enthusiasm for complex problem solving utilizing financial modeling and analysis, including advanced Excel and PowerPoint.</p>
</li>
</ul></div><div><ul><li><p>Excellent communication / collaboration skills required; role involves building strong relationships across the organization and communicating / presenting ideas clearly to management.</p>
</li>
</ul></div><div><ul><li><p>Internally motivated individual who is intellectually curious and not afraid to seek out projects independently.</p>
</li>
</ul></div><div><ul><li><p>Experience working with AI tools (Co-pilot, others) to drive automation and data visualization tools such as Domo/Tableau is a strong plus.</p>
</li>
</ul></div><div><ul><li><p>Experience working with Business Services, Advertising, Media, Technology Services or Public Relations firms is a plus.</p></li></ul><br>
</div>
<p></p><div><p>Pay Range: $80,000 - $90,000<br>
This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on job-related, non-discriminatory factors including but not limited to work experience, skills, certifications and geographical location. The Company reserves the right to modify this pay range at any time.</p></div></div><br>
<div>
</div></div><p></p><div><p>Real Chemistry is proud to be Great Place to Work&reg; certified; check out what our people shared about our culture and workplace on .</p>
<p>
We believe we can do our best when feeling our best, which is why we&rsquo;ve put together a benefits program designed to give you the support you and your family need at every stage of life. Real Chemistry offers a comprehensive benefit program and perks, tailored to your region. Globally, this includes offices in our key markets with free snacks to keep you running all day long, generous holiday and paid time off, options for private medical, dental, and vison plans, and support in saving for the future. Other perks include mental wellness coaching and support and access to more than 13,000 online classes with LinkedIn Learning. Learn more about our great benefits and perks and search specific offerings in your region at: www.realchemistrybenefits.com.</p>
<p>
Working with Real HART: Since the pandemic, we have adapted to how our people told us they want to work. We have office locations in cities in the US, UK, and Europe with many employees and clients that serve as hubs where and when they need us.<i> </i>For employees who are within an hour of one of our offices, we expect attendance in the office two days per week, either at a Real Chemistry office or onsite with clients. We are also actively opening new office locations, so if one opens near you, our Real HART policy will apply. We are not looking for attendance for the sake of attendance but believe that the opportunity to coordinate in-office team meetings, 1:1 meetings with managers, taking advantage of on-site learning, and connecting with client partners is a critical to delivering on our purpose of making healthcare what it should be.<i> </i>Outside of these offices, we have regions, where people work remotely but come together quarterly for collaboration, culture and learning opportunities. We call this our Real Hybrid and Regional Teams (Real HART) approach. Real Chemistry believes we are best together &ndash; and our workplace strategy fosters connection and collaboration in person &ndash; but also supports flexibility for our people.</p>
<p>
Real Chemistry is an Equal Opportunity employer. We continually strive to build and sustain an inclusive and equitable work environment where our employees feel empowered to leverage all they bring from their personal lived experience and professional expertise, to make our team the best in the industry. We encourage motivated and qualified applicants to apply without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity/expression, ethnic or national origin, age, physical or mental disability, genetic information, marital information, or any other characteristic protected by federal, state, or local employment discrimination laws where Real Chemistry operates. Should you require accommodations throughout the interview process please let your recruiter know.</p>
<ul><li>Notice: Real Chemistry and its affiliates' names are being misused by scammers through messaging services, fake websites, and apps. Do not share personal or financial information or make payments to any unverified sources claiming to be connected to Real Chemistry. We are working to stop these unauthorized activities and protect our community.</li></ul></div></div>

Senior Financial Analyst New

Prime Buchholz

<p></p><div><p><b>The Job</b></p><p>
The <b>Business Development</b> <b>(BD) &amp; Sales Analyst</b> supports Prime Buchholz&rsquo;s institutional business development and client engagement efforts by collaborating across the firm to identify, pursue, and advance new business opportunities. This role contributes across the full business development lifecycle and supports key revenue-generating initiatives, including intermediary engagement, conferences, rebids, client fee management, and service model transitions. This is an excellent opportunity for someone interested in deepening their experience in institutional sales and business development within an investment consulting environment. This role is based in <b>Portsmouth, NH, or Boston, MA</b>, with the expectation that the individual is currently located within commuting distance to one of these offices.</p><p><b>
What You&rsquo;ll Do</b></p><ul><li>
Support prospecting and lead generation efforts, including identifying potential clients, intermediaries, and market opportunities</li><li>
Partner with Consultants and senior team members to advance new business opportunities and support relationship development</li><li>
Assist in preparing proposals, presentations, meeting materials, and follow-up communications</li><li>
Participate in prospective client meetings and prepare summaries and internal notes</li><li>
Maintain and update the firm&rsquo;s CRM system to ensure accurate pipeline tracking and reporting</li><li>
Coordinate timelines and workflows across teams to ensure high-quality, timely deliverables</li><li>
Support outreach campaigns, conferences, rebid processes, and other growth initiatives</li><li>
Maintain proposal and content libraries and assist with tracking and reporting on business development activity</li></ul><p><b>
What You&rsquo;ll Bring</b></p><ul><li>
Bachelor&rsquo;s degree in business, marketing, finance, communications, or related field (preferred, but not required)</li><li>
2-5 years of working experience in business development, institutional sales support, or marketing; investment management industry preferred</li><li>
Strong interpersonal skills and comfort working in client-facing or prospect-facing environments</li><li>
Ability to manage multiple assignments and meet deadlines in a fast-paced environment</li><li>
Experience using CRM systems such as HubSpot (preferred)</li><li>
Willingness to periodically travel between offices, to conferences, or client meetings as needed</li></ul><p><b>
What We Offer</b></p><p>
At Prime Buchholz, a proud B-Corp organization, we believe in aligning our success with a positive impact on the world. We also believe that great work deserves meaningful rewards.</p><p><b>
Benefits &amp; Perks:</b></p><ul><li><b>
Flexibility &amp; Balance:</b> Enjoy the flexibility of working from home up to two days a week, with a weekly anchor day in the office to foster team collaboration and connection.</li><li><b>
Savings:</b> Plan for your future with our 401(k) match and profit-sharing program, designed to help you build long-term financial security.</li><li><b>
Community:</b> We support your commitment to giving back with matching charitable contributions and paid volunteer time for causes that matter to you.</li><li><b>
Time:</b> Take time to recharge with our flexible time-off policy and 11 paid holidays. Plus, we offer additional time off to support you through life&rsquo;s major milestones, including family growth.</li></ul><p><b>
Compensation:</b></p><ul><li>
This role is classified at grade level 5, with a starting base salary range of $65,800-$82,200.</li><li>
Where you fall within this range will be based on your skills, experience, qualifications, and internal equity. We typically aim to welcome a new employee on the lower end of the given salary range to ensure room to grow as performance measures are met.</li><li>
In addition to base pay, all positions are bonus-eligible &mdash; because we believe your contributions should be recognized and rewarded.</li></ul><p>
At Prime Buchholz, we&rsquo;re committed to building and preserving a culture where individuals from different personal and professional backgrounds can thrive, contribute, and grow. The collective sum of our individual differences, knowledge, life experiences, and unique talents is the foundation for our accomplishments and impact.</p><p>
We are proud to be an equal opportunity employer. We do not discriminate on the basis of race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity or expression, age, physical or mental disability, veteran status, marital status, genetic information, or any other characteristic protected by state, federal, or local law. We strive to create a supportive community where everyone feels comfortable and confident to be authentic, open, and curious.</p></div>

Business Development & Sales Analyst

CIBC

<div><div>We&rsquo;re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what&rsquo;s right for our clients.</div><div></div><div>
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.</div><div></div><div>
To learn more about CIBC, please visit <div>CIBC.com</div></div><div></div><div>
What You&rsquo;ll Be Doing</div><div>
The Sr. Analyst, Fund Administration will be responsible for the review of fund valuations, capital activity, pricing, audit support, and tax compliance for our sponsored funds. The employee will provide investor relationship support, assist with the all internal and external audits, and support the fund&rsquo;s annual tax responsibilities. The analyst will resolve any issues and identify and implement controls. The analyst will participate in various ad hoc assignments including new projects.</div><div></div><div><i>
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.</i></div><div></div><div>
How You&rsquo;ll Succeed</div><ul><li><div>
Assist in the management of all procedures and controls within the Operations team</div></li><li><div>
Resolve issues and implement controls</div></li><li><div>
Train/mentor junior analysts</div></li><li><div>
Subject Matter expert on fund administration and operational functions for the firm</div></li><li><div>
Review quarterly and monthly valuations for our Sponsored Funds</div></li><li><div>
Coordinate and review all audit and tax reports</div></li><li><div>
Review annual investor K-1s and fund returns</div></li><li><div>
Assist in the review of subscription agreements and redemption requests</div></li><li><div>
Assist in the oversight over the Sponsored Funds key vendors</div></li><li><div>
Process capital and pricing updates on alternative asset investments</div></li></ul><div></div><div>
Who You Are</div><ul><li><div>
You have a bachelor&rsquo;s degree with a focus on Accounting, Finance, Economics, or Business.</div></li><li><div>
You bring 5 &ndash; 7 years of Fund Administration, Tax Accounting, or Audit and Accounting experience of hedge or private equity funds.</div></li><li><div>
You must exhibit proficiency in Microsoft Excel.</div></li><li><div>
You must be proficient in computer literacy.</div></li><li><div>
You have experience with Hedge Funds and Private Equity Funds.</div></li><li><div>
You have expanded knowledge of alternative investments, security analysis and industry related expertise.</div></li><li><div>
You possess strong verbal, written and interpersonal skills.</div></li><li><div>
You show exceptional analytical and organizational skills.</div></li><li><div>
You promote attention to detail and the ability to work in a team environment, with a positive and professional attitude.</div></li><li><div>
You have the ability to work in a fast-paced environment and to effectively multi-task.</div></li><li><div>
You possess prior experience with investor relations.</div></li></ul><div></div><div><i>
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of</i> $85 - $125K <i>for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit&rsquo;s incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee&rsquo;s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members.</i></div><div></div><div><i>
This position does not offer visa sponsorship</i></div><div></div><div>
#LI-TA</div><div><div><br>
California residents &mdash; your privacy rights regarding your actual or prospective employment</div></div><div></div><div>
At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential.</div><div></div><div>
What you need to know</div><ul><li><div>
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact <div>Mailbox.careers-carrieres@cibc.com</div></div></li><li><div>
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.</div></li><li><div>
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.</div></li></ul><div></div><div>
Expected End Date</div>
2026-06-30<div></div><div>
Job Location</div>
MA-100 Federal Street, 37M Fl<div></div><div>
Employment Type</div>
Regular<div></div><div>
Weekly Hours</div>
40<div>
Skills</div>
Analytical Thinking, Business Operations, Customer Service, Operations Management, Operations Support, Prioritization, Process Improvements, Technical Knowledge</div>

Sr. Analyst, Fund Administration

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