Strategic Investment Specialist
4 weeks ago
We are seeking a highly motivated and detail-oriented Investment Analyst to join our team at Lake Street Advisors. This role will involve working closely with our Investment Advisors to provide exceptional client service and support.
Key Responsibilities- Assist Investment Advisors in designing personalized asset allocation strategies and monitoring portfolios.
- Develop rebalancing and tax loss harvesting recommendations, identify potential fee savings, and generate client deliverables.
- Communicate effectively with external clients, internal teams, and third-party affiliates regarding investment-related matters.
- Support Investment Advisors in answering client questions and completing ad hoc projects.
- Strong analytical, organizational, and time management skills.
- Excellent written and verbal communication skills.
- Detail-oriented with a focus on delivering top-notch client service.
- Minimum 1-2 years' prior experience in investments or financial services.
- Bachelor's degree required, with Series 65 certification.
- Proficiency in MS Office and demonstrated aptitude for mathematics and spreadsheets.
- Experience with FactSet, Addepar, Python, and Salesforce a plus.
Lake Street Advisors has been serving high-wealth entrepreneurs and executives since 2003. We offer a professional, entrepreneurial, and dynamic work environment with competitive employee salaries and a comprehensive benefit package.
We are an equal opportunity employer and welcome applications from qualified candidates.
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Investment Finance Associate
4 weeks ago
Boston, Massachusetts, United States MFS Investment Management Full timeJoin Our Team at MFS Investment ManagementMFS Investment Management is a global investment management firm that creates long-term value responsibly by doing what's right for our clients every day.We are seeking a highly motivated and detail-oriented Investment Finance Associate to join our team. As a key member of our Corporate Finance department, you will...
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Retirement Strategic Accounts
5 months ago
Boston, United States Natixis Investment Managers Full timeDescription Overview: At Natixis Investment Managers, our Strategic Accounts team is dedicated to cultivating and expanding relationships with key clients in the US Defined Contribution marketplace. We achieve this through collaborative partnerships with Record-keepers, Retirement Aggregators, Regional Banks, National Wire and Independent...
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Strategic Retirement Accounts Manager
2 weeks ago
Boston, Massachusetts, United States Natixis Investment Managers Full timeThe Strategic Retirement Accounts Manager will cultivate and expand relationships with key clients in the US Defined Contribution marketplace. This role requires a collaborative approach with Record-keepers, Retirement Aggregators, Regional Banks, National Wire and Independent Broker-Dealers, and outsourced Fiduciary Investment Solutions Providers.The ideal...
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Strategic Merchandising Specialist
4 weeks ago
Lakewood, CO, USA, United States Jacent Strategic Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Strategic Merchandising Specialist to join our team at Jacent Strategic. As a key member of our merchandising team, you will be responsible for cultivating relationships with in-store management, executing merchandising resets, and building retail displays.Key ResponsibilitiesCultivate...
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Strategic Merchandising Specialist
4 weeks ago
Lexington, KY , USA, United States Jacent Strategic Full timeJob SummaryWe are seeking a skilled Strategic Merchandising Specialist to join our team at Jacent Strategic. As a key member of our merchandising team, you will be responsible for cultivating relationships with in-store management, executing merchandising resets, and building retail displays. If you have a passion for retail and a knack for building strong...
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Strategic Investment Partner
4 weeks ago
Washington, DC , USA, United States The World Bank Group Full timeKey Responsibilities:We are seeking a highly skilled Investment Officer to join our team at The World Bank Group. As an Investment Officer, you will work closely with global energy hub leads, sector leads, and technical specialists to support management and investment teams globally in project structuring and execution.Key Responsibilities:Work closely with...
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Strategic Merchandising Specialist
4 weeks ago
Gloucester, VA , USA, United States Jacent Strategic Merchandising Full timeAbout the RoleJacent Strategic Merchandising is seeking a skilled Strategic Merchandising Specialist to join our team. As a key member of our merchandising team, you will be responsible for cultivating relationships with in-store management, executing merchandising resets, and building retail displays.Key ResponsibilitiesCultivate relationships with in-store...
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Strategic Merchandising Specialist
4 weeks ago
Kailua-Kona, HI , USA, United States Jacent Strategic Merchandising Full timeJob SummaryWe are seeking a skilled Strategic Merchandising Specialist to join our team at Jacent Strategic Merchandising. As a key member of our merchandising team, you will be responsible for cultivating relationships with in-store management, executing merchandising resets, and building retail displays. If you have excellent organizational skills, a...
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Strategic Product Development Manager
4 weeks ago
Boston, Massachusetts, United States MFS Investment Management Full timeAbout the RoleThe Senior Strategist will play a key role in supporting Global Product's efforts by providing in-depth, objective information about competitive forces and identifying critical opportunities for growth. This involves analyzing and translating competitive information to drive and inform business decisions.Key ResponsibilitiesServe as the primary...
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Investment Specialist
3 months ago
Boston, United States Wellington Management Company, LLP Full timeAbout Us 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...
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Strategic Investment Decision Analyst
4 weeks ago
, MA, United States rsted Full timeAbout the RoleWe are seeking a highly skilled Strategic Investment Decision Analyst to join our team at Ørsted. As a key member of our Executive Decision Support team, you will play a critical role in driving investment decisions that support our business growth and sustainability goals.Key ResponsibilitiesDevelop and maintain decision approval processes to...
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Senior Strategist
2 months ago
Boston, United States MFS Investment Management Full timeAt MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...
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Senior Strategist
2 weeks ago
Boston, United States MFS Investment Management Full timeAt MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...
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Senior Investment Operations Specialist
4 weeks ago
Boston, Massachusetts, United States ProPivotal Staffing Full timeSenior Investment Operations SpecialistProPivotal Staffing is seeking a skilled Senior Investment Operations Specialist to support the Private Investment Team in Boston. The ideal candidate will have a minimum of 3 years of professional experience in the Investment Industry/Asset Management sector, with a focus on private investment operations and private...
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Strategic Merchandising Opportunities
4 weeks ago
Huntingdon Valley, PA , USA, United States Jacent Strategic Merchandising Full timeWe are always looking for talented individuals to join our team at Jacent Strategic Merchandising. If you don't see a current opening that matches your skills, please submit your information for future consideration. Our Staffing Specialists will review your application and contact you if your qualifications match an opportunity we have available.You are...
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Boston, United States Axon Full timeYour ImpactAxon is seeking a dynamic and experienced Vice President of Financial Reporting and Strategic Investments to spearhead our SEC reporting, accounting policy and consulting, ESG reporting, strategic investments due diligence and accounting, and stock compensation administration areas. This role is pivotal in ensuring the accuracy, compliance, and...
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Client Service Specialist
7 days ago
Boston, United States Insight Investment Full timeInsight Investment is looking for a Client Service Specialist to join the Boston Client Service Team. As a key member of the Insight Client Service Team, this is a dynamic and pivotal role supporting the relationship management and client servicing efforts of our client base. The candidate will need to be able to demonstrate an understanding and appreciation...
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Digital Media Investment Leader
4 weeks ago
Boston, Massachusetts, United States Publicis Groupe Full timeAs a key member of our team, you will provide investment leadership across paid digital media channels, including video, social, search, display, and native.Your role will involve managing the channel investment teams to ensure a consistent go-to-market approach and creating synergies with our media strategy to exceed campaign KPIs.We are seeking a leader...
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Global Industry Researcher
4 weeks ago
Dorchester Center, Boston, MA , USA, United States Wellington Management Full timeAbout the RoleWe are seeking an experienced equity investor to join our Technology team within Global Industry Research (GIR) at Wellington Management. As a Global Industry Analyst, you will be responsible for conducting research and making investment recommendations within the global software sector, including front and back office applications, as well as...
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Client Service Specialist
1 week ago
Boston, United States Insight Investment Full timeInsight Investment is looking for a Client Service Specialist to join the Boston Client Service Team. As a key member of the Insight Client Service Team, this is a dynamic and pivotal role supporting the relationship management and client servicing efforts of our client base. The candidate will need to be able to demonstrate an understanding and...