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senior investment analyst

Fidelity TalentSource

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

Investment Support Analyst

Daley And Associates, LLC

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

Investment Product Reporting Analyst

Liberty Mutual Insurance

<div>Description
The Company 
Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. 
Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty&rsquo;s promises. 
LMI offers the best of both worlds &mdash; the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best.
Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology&mdash;with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. 
The Position 
Liberty Mutual Investments has an exciting opportunity for a highly qualified Senior Executive Assistant to join the Administrative Solutions team. The team of five pooled resources plays a vital role supporting various levels across the organization. This position offers unique insights and exposure to diverse opportunities within the business. 
The responsibilities encompass intricate meeting coordination, travel logistics, project management, ad hoc projects and adept handling of sensitive information. Embrace the challenge of juggling diverse tasks, ensuring seamless communication and efficient workflow across different levels within the company. You&rsquo;ll play a key role in streamlining processes, managing priorities and facilitating smooth collaboration. Provides administrative support across the business, while exercising confidentiality, tact, and diplomacy. This position offers a unique chance to showcase your adaptability, organizational prowess and interpersonal skills as you contribute to the success of our Administrative Solutions team and the overall efficiency of our business operations. 
This is a hybrid role. The selected candidate must live within a commutable distance to the Boston office and come into the office every Tuesday, Wednesday and Thursday. 
Responsibilities:<ul><li>
Provides administrative support to team members, including, but not limited to:</li><li><ul><li>
Coordinate and prepare agendas, materials, and follow-ups for meetings and events, ensuring alignment with business priorities.</li><li>
Manage complex travel logistics across multiple time zones, including air, ground, accommodations, and contingency planning.</li><li>
Provide real-time travel support and ensure seamless coordination across teams.</li><li>
Assists with online retrieval and archiving documents as well as supporting the Company's records and retention schedule</li><li>
Create, format, and refine presentations, reports, and internal communications with a focus on clarity, accuracy, and brand alignment.</li><li>
Maintain shared documentation systems, including digital filing, retrieval, and compliance with retention policies.</li><li>
Leverage advanced tools like ChatGPT to streamline work, enhance productivity, and support dynamic problem-solving.</li><li>
Serve as a go-to resource for technical troubleshooting and digital productivity tools.</li></ul></li><li>
Partners with Leadership Team Executive Assistants to ensure success in all areas</li><li>
Interaction with individuals from all levels of the organization</li><li>
Special projects as required</li></ul>
Qualifications<ul><li>
Solid knowledge of administrative procedures, software applications (such as Microsoft Office Word, Excel, PowerPoint, Teams, Adobe Acrobat, etc.) records management systems, and other business procedures and terminology.
</li><li>Excellent organizational skills, time management skills and attention to detail, to include anticipating needs, being resourceful and proactive.
</li><li>Displays high degree of professionalism to maintain confidential information with discretion, deal with people tactfully, and help establish strong relationships and positive communication.
</li><li>Strong ability to read complex settings and respond to challenging people and/or circumstances with diplomacy and tact.</li><li>
Competencies typically acquired through an associate`s degree (or equivalent) and 3 to 5 years of relevant and progressively more responsible administrative experience, to include prior experience providing support at the management level.</li><li>
Investments experience or background a plus but not expected.</li></ul>
About Us
Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. 
At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. 
We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: https://LMI.co/Benefits 
 
Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. 
 
Fair Chance Notices<ul><li>
California</li><li>
Los Angeles Incorporated</li><li>
Los Angeles Unincorporated</li></ul></div>

Senior Executive Assistant I, Liberty Mutual Investments

Manulife

<div>Position Responsibilities:
<ul><li>Assist with the ongoing development of risk management processes in partnership with the rest of the team
</li><li>Understand and evaluate portfolio managers&rsquo; investment process and ensure it is consistently applied
</li><li>Support senior team members in coverage of their funds
</li><li>Discuss and present results of portfolio analysis
</li><li>Support the daily activities of the team including daily risk analysis and reporting
</li><li>Help run certain scripts in R and Python
</li><li>Manage the data platforms of the team
</li></ul>Required Qualifications:
<ul><li>Up to 3 years of experience in a quantitative field, preferably with an asset manager, bank or other financial institutions.
</li><li>Strong coding skills in R and Python.
</li><li>Bachelor&rsquo;s or master&rsquo;s degree in finance, Mathematical Finance, financial engineering or a related field
</li><li>Enrolment in CFA program or other designation is a plus
</li></ul>Preferred Qualifications:
<ul><li>Strong technical skills in finance and statistics
</li><li>Possess excellent communication skills, both written and verbal
</li><li>Strong problem-solving and analytical skills
</li><li>Understanding of financials markets and instruments
</li><li>Knowledge of different risk models and measures and their strengths and weaknesses
</li><li>Knowledge of different asset types including equities and fixed income
</li><li>Familiarity with complex derivatives is a plus
</li></ul>The role being advertised is an existing vacancy.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html .
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com .
Referenced Salary Location
Boston, Massachusetts
<div><div><div><div><div><div><div><div><div><div><div><div><div><div>Working Arrangement
</div></div></div></div></div></div></div></div></div></div></div></div></div></div>Hybrid
Salary range is expected to be between
$98,500.00 USD - $177,000.00 USD
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location.
Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&amp;D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement .
Know Your Rights I Family &amp; Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify
Company: John Hancock Life Insurance Company (U.S.A.)</div>

Investment Risk Analyst

Converse

<div>The annual base salary for this position ranges from $84,700.00 in our lowest geographic market to $167,100.00 in our highest geographic market. Actual salary will vary based on a candidate's location, qualifications, skills and experience.
Information about benefits can be found here.
WHO YOU&rsquo;LL WORK WITH
The candidate will be on the North America Direct Planning &amp; Allocation team. They will partner closely with buying, planning, site merchandising, DC and store operations teams to determine and execute their allocation strategies.
WHO WE ARE LOOKING FOR
The candidate needs to have strong analytical and strategic thinking skills.
Requirements from the candidate include:<ul><li>
Bachelor&rsquo;s degree or equivalent combination of education, experience or training.</li><li>
3-5 years of experience in Planning, Allocation or Inventory Analyst roles.</li><li>
MS Office, including advanced Excel skills.</li><li>
Strong retail math skills.</li><li>
Excellent knowledge of Excel and MS Windows applications, knowledge of the Just Enough allocation system and Tableau a plus.</li><li>
Demonstrated strategic thinking, analytical and leadership skills.</li><li>
Strong listening, written and oral communication skills.</li><li>
Positive attitude and focus on team and cross functional relationships.</li></ul>
WHAT YOU&rsquo;LL WORK ON
The role will involve executing precise and timely allocations by leveraging sales data to support company inventory objectives, sales targets, and specific product initiatives. You will allocate merchandise to stores at the style, color, and size levels, consistent with store needs.<ul><li>
Allocation of all products in the assigned category to achieve sales and inventory targets.</li><li>
Weekly flow strategy and unit shipment forecasting, including replenishment for seasonal or core product, to ensure optimal inventory productivity.</li><li>
Seasonal allocation flow strategy partnership with cross-functional teams including planning and buying.</li><li>
Effective communication and partnership with store teams to assess inventory needs and challenges such as over or under capacity issues.</li><li>
Build partnerships and be an advocate for stores across the organization.</li><li>
Drive the allocation of all products in your assigned category by thinking creatively and challenging established norms. Ability to question traditional allocation methods and propose innovative ways to deliver improved sales and inventory performance.</li><li>
Communicating floor set goals and peak season shipment forecasts to DC and store partners with focus on any risks/opportunities.</li><li>
Perform seasonal analysis of size-break scales.</li><li>
Store segmentation analysis - leverage size, color, regional, seasonal recapping to drive higher inventory productivity.</li></ul>
We offer a number of accommodations to complete our interview process including screen readers, sign language interpreters, accessible and single location for in-person interviews, closed captioning, and other reasonable modifications as needed. If you discover, as you navigate our application process, that you need assistance or an accommodation due to a disability, please complete the Candidate Accommodation Request Form.
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>

Senior Allocation Analyst, NA Direct Planning & Allocation - Converse

<div>Founded in 1862, John Hancock Life Insurance Company, a subsidiary of Toronto-based Manulife Financial Corporation, has been providing capital financing solutions for U.S. middle market companies for decades. In 2000 the Hancock Capital Management team (&ldquo;HCM&rdquo;) was established to spearhead these activities. Today, HCM, is known as Manulife Investment Management Private Equity &amp; Credit (&ldquo;PE&amp;C&rdquo;), and for the last 22 years PE&amp;C has principally focused on providing financing solutions to North American middle market companies. PE&amp;C currently manages over $17 billion on behalf of institutional and private capital investors by providing meaningful exposure to sponsor-led opportunities in senior and junior credit, primary funds, equity co-investment and GP-led secondaries. PE&amp;C has an integrated team of 43 investment professionals (74 global employees) covering each of our private credit and equity strategies, and are located in Boston, Chicago, Toronto, New York and Hong Kong.
PE&amp;C is seeking a Senior Financial Reporting Analyst to join its growing team . PE&amp;C manages investments and client accounts across multiple investment programs that continue to grow and evolve. The candidate will be responsible for providing operational support to the investment team, investor relations, and management teams across MIM PE&amp;C&rsquo;s investment programs. The candidate will work with the team to meet all of its operational and financial reporting requirements in a timely and efficient manner while promoting an environment of compliance, efficiency, accuracy, quality, and control.
Position Responsibilities :
Investment Administration
<ul><li>Monitoring of investment closings.
</li><li>Loan servicing, monitoring, tracking.
</li><li>Tracking, reconciliation, and recording of all investment activity alongside the administrator, including commitments, capital calls, distributions, income, and underlying holdings.
</li><li>Maintain databases of activity to update performance track record.
</li><li>Ensure completeness and accuracy of electronic files.
</li><li>Understanding of credit payment concepts (PIK, OID, interest calculations, etc.). 
</li></ul> 
Fund Accounting/Reporting
<ul><li>Reconcile all cash received from investors and investments to projections.
</li><li>Prepare cash flow projections for each investment and fund.
</li><li>Preparation and review of financial statements.
</li><li>Coordination with external and internal auditors.
</li><li>Monitoring of available capital for investments.
</li><li>Calculation and execution of capital calls and distributions.
 </li><li>Performance measurement and reporting.
</li><li>Expense allocations, accruals, and payments.
</li><li>Cash administration, including wire preparation and bank account reconciliation.
</li><li>Post all journal entries and quarterly reporting for 3rd party funds to Investran.
</li><li>Coordination with internal and external tax preparers for federal and state tax estimates and filings.
</li><li>Review and assist in resolution of notices from tax authorities.
</li><li>Maintenance of investor details, including contact and wire information.
</li><li>Issuance and tracking of investor capital call and distributions.
</li><li>Execution of investor transfers or other administrative changes.
</li><li>Preparation/review and issuance of investor capital accounts and reporting packages.
</li><li>Respond to existing and potential investor requests and update fundraising materials.
 </li><li>Assist in new fund launches by interacting with the portfolio management team, legal, IT, and directly with clients.
</li><li>Assists senior team members with ad-hoc special projects and other duties as assigned
</li></ul>Required Qualifications:
<ul><li>BS in Accounting, Finance, or a related major.
</li><li>2+ years of professional experience at an alternative investment manager or fund administrator in an operational or financial support role.
</li><li>An understanding of private equity/credit investments and legal agreements.
</li><li>Working knowledge with Investran or similar reporting software.
</li><li>Advanced computer skills (especially Microsoft Excel).
 </li><li>Strong organizational skills and attention to detail with the ability to prioritize workload to meet deadlines.
</li><li>Strong interpersonal and communication skills with the ability to articulate information and ideas effectively.
</li><li>Demonstrated experience building and maintaining effective business relationships at all levels, both internally and externally.
</li><li>Motivated, analytical, and able to make sound judgments.
</li><li>Able to work independently and as a team member effectively.
</li></ul>When you join our team:
<ul><li>We&rsquo;ll empower you to learn and grow the career you want.
</li><li>We&rsquo;ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
</li><li>As part of our global team, we&rsquo;ll support you in shaping the future you want to see
</li></ul>The role being advertised is an existing vacancy.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html .
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com .
Referenced Salary Location
Boston, Massachusetts
<div><div><div><div><div><div><div><div><div><div><div><div><div><div>Working Arrangement
</div></div></div></div></div></div></div></div></div></div></div></div></div></div>Hybrid
Salary range is expected to be between
$73,350.00 USD - $122,250.00 USD
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location.
Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&amp;D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement .
Know Your Rights I Family &amp; Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify
Company: John Hancock Life Insurance Company (U.S.A.)</div>

Senior Financial Reporting Analyst (Private Equity & Credit)

AppViewX

<div>Senior Analyst - FP&amp;A(Financial Planning &amp; Analysis) 
Location: US (Boston)
<h4 class="jobSectionHeader">
Who we are and What we do?</h4>

AppViewX is trusted by the world's leading organizations to reduce risk, ensure compliance, and increase visibility through automated certificate lifecycle management. At AppViewX, you will get to work with our AVX ONE platform that provides complete certificate lifecycle management and PKI-as-a-Service using streamlined automation workflows to prevent outages, reduce security incidents, and enable crypto-agility. AppViewX is also certified as a Great Place to Work in India, cementing us as an employer of choice.
<h4 class="jobSectionHeader">
Position Summary</h4>

We are looking for a Senior Analyst - FP&amp;A(Financial Planning &amp; Analysis) to join our Finance team. This role will report directly to the Director &ndash; Finance &amp; Accounts and will be responsible for end-to-end financial planning, budgeting, forecasting, reporting and analytics.

The individual will work closely with GTM leaders (Sales, Marketing, and Customer Success) to deliver business insights, support decision-making, and drive financial performance. The ideal candidate will have a proven track record of partnering with business stakeholders, strong analytical skills, and hands-on experience with FP&amp;A tools.
<h4 class="jobSectionHeader">
Key Responsibilities</h4>
<ul><li>Partner with GTM leaders to provide financial support, performance analysis, and strategic insights.</li>
<li>Lead the annual budgeting and quarterly forecasting processes; ensure accuracy and alignment with business objectives.</li>
<li>Prepare monthly, quarterly, and annual management reports, highlighting performance trends and risks.</li>
<li>Conduct variance analysis and present actionable recommendations to leadership.</li>
<li>Develop and maintain financial models for scenario planning, investment decisions, and growth initiatives.</li>
<li>Manage financial data integrity, reporting accuracy, and analytics across multiple systems.</li>
<li>Drive continuous improvements in FP&amp;A processes, reporting automation, and adoption of FP&amp;A tools.</li>
<li>Collaborate with cross-functional teams to support business initiatives and strategic projects.</li>
</ul><h4 class="jobSectionHeader">Must Have Skills</h4>
<ul><li>Bachelor's degree in Finance, Accounting, Economics, or related field; MBA/CA/CFA preferred.</li>
<li>5&ndash;7 years of relevant FP&amp;A experience, ideally in a SaaS or technology product company.</li>
<li>Proven business partnering experience with GTM functions and leaders.</li>
<li>Strong expertise in budgeting, forecasting, financial modeling, and variance analysis.</li>
<li>Experience in data management and data analytics.</li>
<li>Hands-on experience with FP&amp;A tools (e.g.,Vena, Adaptive Insights, Anaplan, Hyperion, or similar).</li>
<li>Advanced Excel and proficiency in visualization tools (Power BI, Tableau, etc.).</li>
<li>Excellent communication, presentation, and stakeholder management skills.</li>
<li>Strong attention to detail, ability to handle multiple priorities, and deliver under tight deadlines.</li>
</ul><h4 class="jobSectionHeader">Why AppViewX?</h4>

AppViewX caters to a wide range of customers from Fortune 1000 companies, including six of the top ten global commercial banks, five of the top ten global media companies, and five of the top ten managed healthcare providers. Over the years, we grew our diverse team, perfected our automation platform, and expanded our global footprint to India, North America, United Kingdom, and Australia. Today, we are headquartered in New York City and have come a long way by optimizing opportunities to create lasting relationships with enterprises, gaining unshakable customer trust along the way.

AppViewX is proud to be an Equal Employment Opportunity Employer. It is AppViewX's policy to afford equal employment opportunities to all employees regardless of race, color, national origin, ancestry, religion, citizenship status, gender, gender expression or identity, sexual orientation, age, marital status, military or veteran status, pregnancy, disability, genetic information, arrest record or other protected class under state, federal, or local law. AppViewX, Inc. will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a background check and drug screen (as applicable).</div>

Senior Analyst - FP&A(Financial Planning & Analysis)

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