Investment Operations Assistant
1 week ago
Overview of the Role
Fanning Personnel is a renowned investment firm in Boston, and we are seeking a skilled Client Service Associate to join our team. In this role, you will be responsible for delivering exceptional client experiences, working closely with the Client Advisory Team to understand client needs and enhance service quality. This is a great opportunity to develop your skills and expertise in investment operations and client services.
Responsibilities:
- Perform various service tasks, including account management and maintenance.
- Process client tax payments and manage the tax document lifecycle process.
- Manage RMD process and payments, tracking distributions accurately.
- Process capital calls and redemptions efficiently.
- Assist with client meeting materials and update CRM data.
- Support clients with firm and custodian paperwork.
Requirements:
- Bachelor's Degree
- 3+ years of related experience
- Knowledge of investment and financial planning concepts
- Understanding of capital markets
- Strong written and verbal communication skills
- Strong analytical and problem-solving skills
Why Work at Fanning Personnel?
We offer a competitive salary range of $60,000 - $80,000 per year and a collaborative work environment that fosters growth and development. Our team values innovative thinking, teamwork, and exceptional client service, making us an ideal workplace for professionals who share these values.
-
Investment Strategist
5 days ago
Étreux, Hauts-de-France, United States MFS Investment Management Full timeAt MFS Investment Management, we are dedicated to building a diverse and inclusive workplace. We believe that our employees' unique perspectives and experiences drive innovation and success.About the RoleWe are seeking an experienced Investment Strategist - Equity Associate to join our team. This role is responsible for supporting the Investment Team in...
-
Administrative Support Specialist
2 days ago
Étreux, Hauts-de-France, United States Global Investment Firm Full timeA dynamic Global Investment Firm based in Boston, MA seeks a skilled Administrative Support Specialist to provide high-level support to senior executives and a small team. The ideal candidate will possess previous experience supporting busy professionals in a fast-paced environment.Salary: $65,000 - $90,000 per yearThe successful candidate will have...
-
Operations Support Specialist
1 week ago
Étreux, Hauts-de-France, United States Fanning Personnel Full timeFanning Personnel is seeking a highly motivated Operations Support Specialist to join our dynamic investment operations team in Boston, MA. This role offers an excellent opportunity for someone enthusiastic about investment operations and looking to develop their career in a collaborative, technology-driven environment.About the RoleThe successful candidate...
-
Investment Operations Coordinator
3 days ago
Étreux, Hauts-de-France, United States Harbourvest Full timeHarbourVest is a global firm that has been delivering impactful solutions to clients and investing partners for over four decades.The company's entrepreneurial spirit and collaborative culture value diversity and innovative thinking, making it an ideal place for professionals to grow and thrive.In this collegial environment, employees are encouraged to build...
-
Investment Operations Specialist
1 week ago
Étreux, Hauts-de-France, United States Atlantic Group Full timeAbout Us">The Atlantic Group is a leading organization in the investment industry, and we're seeking an exceptional Investment Operations Specialist to join our team in Boston, MA.">Salary: $85,000 - $100,000/year + bonus">Job Summary">We're looking for a detail-oriented and organized individual to oversee operational activities for alternatives sub-advisory...
-
Étreux, Hauts-de-France, United States Fidelity TalentSource LLC Full timeAbout Fidelity InvestmentsFidelity Investments is a privately held company with a strong mission to strengthen the financial well-being of our clients. We help individuals invest and plan for their future, support companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with...
-
Investment Stewardship Strategist
6 days ago
Étreux, Hauts-de-France, United States Wellington Management Company, LLP Full timeAbout Wellington ManagementWellington Management is a leading investment management company that offers comprehensive capabilities across nearly all segments of the global capital markets. Our investment solutions are tailored to meet the unique return and risk objectives of institutional clients in over 60 countries, drawing on a robust body of proprietary...
-
Senior Operations Consultant
1 week ago
Étreux, Hauts-de-France, United States Citisoft Full timeCitisoft is a leading global consulting firm dedicated to driving transformation in the investment management industry. Our team of experts has delivered numerous high-profile initiatives for top-tier asset managers, asset owners, insurers, and asset servicers.We pride ourselves on our unmatched domain expertise and cutting-edge insights into the latest...
-
Étreux, Hauts-de-France, United States firstPRO, Inc Full timefirstPRO, Inc. is seeking an experienced Senior Operations Manager to join our team in Boston, MA. This is a direct hire role, with an estimated salary of $120,000 - $180,000 per year.About the Role:This is a challenging opportunity to leverage both business and technical expertise to drive strategic solutions supporting front-office and back-office...
-
Private Credit Investment Strategist
7 days ago
Étreux, Hauts-de-France, United States Wellington Management Company, LLP Full timeWe are seeking a Private Credit Investment Strategist to join our team at Wellington Management Company, LLP. This role is based in Boston or New York City.About UsWellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions are tailored to meet the unique...
-
Investment Accounting Governance Leader
7 days ago
Étreux, Hauts-de-France, United States CFA Institute Full timeDirector of Investment Operational Accounting GovernanceMassMutual is seeking a seasoned professional to lead our investment operational accounting governance team. As Director of Investment Operational Accounting Governance, you will be responsible for ensuring the effective controls related to securities operational accounting.Key Responsibilities:Lead a...
-
Investment Management Analyst
7 days ago
Étreux, Hauts-de-France, United States IMP Consulting Full timeWe are seeking an Investment Management Analyst to join our team at IMP Consulting. As a Trade Order Specialist, you will work with clients to plan, deliver and kick-off projects related to Trade Order Management Systems (OMS). The ideal candidate will have strong project management and business analysis skills.ResponsibilitiesParticipating in client project...
-
Strategic Real Estate Investment Leader
5 days ago
Étreux, Hauts-de-France, United States Fidelity TalentSource LLC Full timeJob SummaryWe are seeking an experienced Strategic Real Estate Investment Leader to partner with our Real Estate Investment Officer and Head of Direct Real Estate to execute a plan to acquire commercial real estate in the US on behalf of various FMR fund vehicles.About the RoleThis role involves sourcing opportunities, managing underwriting, negotiating with...
-
Senior IT Internal Auditor
7 days ago
Étreux, Hauts-de-France, United States MFS Investment Management Full timeAbout the RoleWe are seeking a skilled Senior IT Internal Auditor to join our team at MFS Investment Management. As a key member of our internal audit team, you will be responsible for developing and executing IT, application, and data analytics controls testing in accordance with our internal audit plan.Conduct IT and integrated audits, including scoping,...
-
Étreux, Hauts-de-France, United States Fidelity TalentSource LLC Full timeOverview:Fidelity TalentSource LLC seeks a highly skilled Senior Vice President to lead the development of our alternative investment operations and platform services. This role will be responsible for driving business growth, improving operational efficiency, and ensuring compliance with regulatory requirements.
-
Étreux, Hauts-de-France, United States Tier4 Group Full timeWe are seeking an experienced Investment Project Manager to drive high-impact projects in investment management operations (trading / stocks systems processes and data) within the Tier4 Group. This role is ideal for professionals with extensive experience in managing complex agile transformations within investment operations spanning the front, middle, and...
-
Étreux, Hauts-de-France, United States MFS Investment Management Full timeAbout MFS Investment ManagementMFS Investment Management is a company that values its employees and prioritizes their well-being. Our culture supports collaboration, encouraging professionals to work together to achieve better outcomes.Role OverviewThis position involves working as part of the global research team to develop investment recommendations for US...
-
Étreux, Hauts-de-France, United States LPL Financial Full timeLPL Financial seeks an experienced attorney to join its legal team as a VP, Assistant General Counsel, Alternative Investments. Based in Boston, MA, Fort Mill, SC, or San Diego, CA, this role will involve working closely with the firm's business groups, including products, compliance, and operations.
-
Strategic Investment Analyst
7 days ago
Étreux, Hauts-de-France, United States BNY Mellon Full timeWe are seeking a skilled Strategic Investment Analyst to join our Wealth Management team in Boston, MA. As a key member of our team, you will be responsible for generating research and analytics for prospective accounts, developing customized models under supervision, and assisting in strategy development, portfolio construction, and client retention...
-
Investment Compliance Specialist, Americas
1 week ago
Étreux, Hauts-de-France, United States Wellington Management Company, LLP Full timeAt Wellington Management Company, LLP, we offer a comprehensive investment management platform that spans nearly all segments of the global capital markets. Our investment solutions are tailored to the unique return and risk objectives of institutional clients in over 60 countries.About UsWe are a private partnership that believes our ownership structure...