20 Best Investment Management & Financial Advisory Occupations jobs in Boston, MA (Hiring Now!)

Financial Analyst - Accounting
Bay Cove Human Services —Boston, MA
Bachelor’s degree from an accredited School or College with an emphasis in the Accounting, Finance, Human Services Management, or related field, plus at least…
Estimated: $57K - $72.2K a year
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Financial Advisor
Thrivent —Boston, MA
We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
Up to $150,000 a year
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Underwriter II - Lexington Property
AIG —Boston, MA
Candidates are expected to work effectively in a team environment to develop broker and portfolio strategies in addition to working independently to manage a…
Estimated: $67.2K - $85.1K a year
3d
Underwriting Team Lead - Lexington Property
AIG —Boston, MA
Provide support and develop solutions to their issues/concerns (system, guidelines, training, reports, new project request, product amendments).
Estimated: $110K - $140K a year
3d
Financial Advisor
Alta Wealth Advisors —Woburn, MA
You will work closely with a seasoned Senior Advisor who will provide mentorship and guidance as you develop your skills and expertise in the financial advisory…
$60,000 - $90,000 a year
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Financial/Fiduciary Officer - HNW
Fogarty Knapp & Associates, Inc —Boston, MA
Preparing federal and state estate tax returns for estate trust and probate papers. Maintaining checking accounts and distributing assets.
$130,000 - $145,000 a year
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4d
Financial Advisor
Keenan Financial —Boston, MA
Bachelor’s degree (preferably in business or an industry-related field). Designs, develops, and implements a marketing plan.
From $60,000 a year
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Housing Portfolio Manager
Bay Cove Human Services —Boston, MA
Tracks annual certification dates, alerts ACCS HC when due, and maintains copies of completed resident annual certification packets (and forwards to subsidy…
Estimated: $72.6K - $92K a year
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Financial Advisor
Rhotopia Financial —Milton, MA
Financial Advisors also help mentor and develop junior members of their team. Mentoring, training, and developing junior members of their advisory team.
$150,000 - $200,000 a year
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9d
Associate, Distribution
Fiera Capital —Boston, MA
Work closely with the marketing team to prepare presentation materials for meetings and conference calls; The Business Development Associate will play a key…
Estimated: $82.9K - $105K a year
2d
Commercial Underwriting Counsel
Confidential —Boston, MA
This position is to work on real estate closings for insuring title insurance with a specialization in commercial, multi-site, and multi-state transactions.
$110,000 - $150,000 a year
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4d
Wealth Management Financial Advisor (Training Provided)
Northwestern Mutual —Woburn, MA
Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools…
$80,000 - $200,000 a year
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6d
Wealth Management Trainee
Northwestern Mutual —Boston, MA
Financial management, insurance, and financial services. 4-year College Degree or. Candidate must be an accomplished communicator with strong verbal and written…
$60,000 - $110,000 a year
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Assistant Actuary I
Quincy Mutual Group, Inc. —Quincy, MA
Bachelor’s degree required – preferably in related field of study such as actuarial science, math/applied math, statistics/applied statistics.
Estimated: $52.2K - $66.1K a year
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Personal Lines Underwriter II
Quincy Mutual Group, Inc. —Quincy, MA
Builds strategic relationships with agents, supporting goals and providing training and actionable tools to achieve a mutually beneficial relationship.
Estimated: $50.9K - $64.5K a year
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5d
Assistant Underwriter II- Personal Lines (Hybrid)
Quincy Mutual Group, Inc. —Quincy, MA
Research driving history and license status for MA and/or RI and CT. Field and answer call overflow from underwriters in a prompt manner and exercise.
Estimated: $58.8K - $74.5K a year
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Financial Advisor
Northwestern Mutual —Boston, MA
BS degree in Finance or related field. Assess client’s overall financial picture, understand their needs and develop a solid financial plan.
$97,000 - $110,000 a year
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Analyst, Debt Portfolio Management
Berkshire Residential Investments —Boston, MA
The Portfolio Management Analyst, Debt will own and drive the development, maintenance, updating and analysis of various comprehensive financial models and…
Estimated: $75.2K - $95.2K a year
Quick Apply
Emerging Markets Debt Trader
Artisan Partners —Boston, MA
Achieve best execution on all cash and derivative trades in the team’s strategies. The Trader will need to frequently provide creative solutions to the unique…
Estimated: $74.6K - $94.5K a year
Client Services Associate
Sentinel Group —Wakefield, MA
The Purpose of Your Role: This is an entry level positon to develop into a full time financial planning role. Knowledge of Excel, Powerpoint, eMoney, Salesforce…
Estimated: $62.8K - $79.5K a year
Quick Apply
11d

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Financial Analyst - Accounting

Bay Cove Human Services - Boston, MA

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Job Details

Full-time Estimated: $57K - $72.2K a year

Qualifications

Microsoft Excel
Financial modeling
Writing skills
ERP systems
Financial software
Financial analysis
Master's degree
Analysis skills
Bachelor's degree
Financial report interpretation
Continuous improvement
Corporate finance
Organizational skills
1 year
Communication skills
Time management

Full Job Description

Department: Accounting
Reports To: Director of Financial Planning and Analysis

Job Description:

Conduct in-depth financial analysis, providing actionable insights to support key business decisions. Develop and maintain complex financial models to aid in forecasting, budgeting, and long-term planning.
Analyze financial results, trends, and metrics monthly and meet with Leaders to communicate their net results. Communicate key drivers in regards to the full financial profit and loss statement.
Utilize strong technical and data skills to streamline financial processes and enhance efficiency.
Support the monthly accounting close and annual audit workflows, working closely with the broader Finance & Accounting team.
Review the internal Financial Statements for errors before they are published.
Develop and monitor budgets and other financial projections throughout the fiscal year for assigned Service Area(s) and new programs as they arise, in concert with program staff. Lead budget development and budget review meetings with division staff.
Act as Internal Auditor for assigned Service Area(s). Perform monthly internal auditing and analysis on operational activities and budget versus actual variances. Monitor actual expenses against contracted budgets, working with program staff to ensure spending and billing according to contract budgets.
Identify and investigate trends and issues, and communicate findings to the Supervisor. Provide Supervisor with written narrative reports by the 10th of each month.
Negotiate funding contract terms, complete contract paperwork, contract budgets and amendments and other reporting as needed with our funders. Work with funders and program staff to resolve contract problems as they arise. Learn, follow, and stay abreast of changes to funders’ and auditors’ regulations regarding assigned contracts.
Act as a liaison for program staff, and a resource for information sharing and problem solving, advising on financial impacts of programmatic decisions, and training on cost coding, budgeting and financial report interpretation to non-financial staff. Respond in a timely manner to all information requests.
Establish trust, and maintain positive, effective and professional relationships with governmental agencies, colleagues, programs, and funding sources.
Maintain departmental budget and subsidiary template workbooks in Excel and other formats and create new workbooks and processes for the Business Office as needed.
Meet regularly with the Supervisor to review and address budget variances, cost projections and programmatic and contractual changes.

Work with A/R staff and funders to ensure that appropriate collection steps are taken when necessary.

Perform ROI analysis, and scenario modeling, and provide decision support for future business planning decisions and investments.
Provide guidance and specialized expertise to business partners.
Drive continuous improvement by creating new analysis, and innovating on current metrics and reporting.
Conduct and lead quarterly/monthly financial business reviews and projects.
Create annual budget reports; work in the budget system, analyze budget targets

Department Management and Operations Responsibilities

Participate in annual audit, including but not limited to preparing audit schedules, reviewing and adjusting year-end general ledger, and providing information to auditors as requested.
Follow and implement all program safety procedures.
Attend and achieve competency at required training, including in-service training, conferences, and seminars within the indicated timelines.
Assist Senior Director of Financial Planning & Analysis with other tasks and projects as directed.

•

Qualifications:

Bachelor’s degree from an accredited School or College with an emphasis in the Accounting, Finance, Human Services Management, or related field, plus at least one year experience in fiscal analysis and interpreting financial reports; or a Master’s degree.
1 years of experience in financial analysis, FP&A, or related field; experience in a corporate finance environment is preferred.
Human Services experience preferred.
Strong analytical skills with the ability to interpret and analyze complex financial data.
Proficiency in financial modeling, forecasting, and variance analysis.
Advanced knowledge of Excel and financial software; experience with ERP systems is desirable.
Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
Detail-oriented with strong organizational and time management skills.
Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.
Enthusiastic and proactive with a willingness to learn and take on new challenges.

Personal Characteristics:

Superior analytical skills and creative problem-solving ability, with an appreciation for striking a practical balance between business and legal objectives.
Strong Organizational skills with the ability to manage multiple responsibilities in a fast-paced environment with minimal supervision and meet deadlines.
Effective communication skills, both verbally and in writing, with all employees and other business contacts.
Ability to work collaboratively, negotiate, and resolve differences.
Adaptable and open to change, able to work in ambiguous situations and respond to new information and unexpected circumstances.
Ability to be flexible, open, and responsive to ongoing industry changes.
Ability to effectively represent the General Counsel in a variety of settings.
Ability to identify project opportunities and obstacles and develop effective, creative strategies to pursue opportunities.
Ability to work independently or effectively as part of a team.
Ability to interact professionally across all levels of the organization and with external contacts.
Ability to work well as part of a harmonious and high-functioning team.
Self-motivated and passionate about your work.
Considerable periods may be spent concentrating and or analyzing data.
Ability to manage multiple projects simultaneously within defined timelines and prioritize when necessary.
Adaptable and open to change; ability to work in ambiguous situations and respond to new information and unexpected circumstances.
Ability to handle highly confidential, critical, and time-sensitive information.

#BaycoveACCS

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Investment Management & Financial Advisory Occupations jobs in Boston, MA

Financial Analyst - Accounting

Financial Advisor

Underwriter II - Lexington Property

Underwriting Team Lead - Lexington Property

Financial Advisor

Financial/Fiduciary Officer - HNW

Financial Advisor

Housing Portfolio Manager

Financial Advisor

Associate, Distribution

Commercial Underwriting Counsel

Wealth Management Financial Advisor (Training Provided)

Wealth Management Trainee

Assistant Actuary I

Personal Lines Underwriter II

Assistant Underwriter II- Personal Lines (Hybrid)

Financial Advisor

Analyst, Debt Portfolio Management

Emerging Markets Debt Trader

Client Services Associate

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Investment Management &amp; Financial Advisory Occupations jobs in Boston, MA

Investment Management & Financial Advisory Occupations jobs in Boston, MA