4w
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Client Relationship Analyst
Boston, Massachusetts, United States
$67k-$78k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors; strong Microsoft Office skills, attention to detail, interpersonal skills, and willingness to obtain securities licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
1mo
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Client Portfolio Analyst
Boston, Massachusetts, United States
$80k-$98k/yr OnsiteFull Time
3+ YOEBachelor's degree preferred (finance/math/stat); 3+ years investment industry experience; strong analytical, writing, and Microsoft Office skills; familiarity with fixed income; ability to meet deadlines and work overtime at quarter-end.
Microsoft Office
1mo
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Client Transitions Analyst
Boston or Needham
$80k-$150k/yr HybridFull Time
3+ YOEBachelor's degree, 3+ years investment industry experience, exposure to investment operations and risk management preferred; strong analytical, communication, and problem-solving skills; able to work independently and with global teams.
1w
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Sr. Client Services Analyst, Strategic Accounts
Boston or Hershey or New York City
$73k-$80k/yr RemoteFull Time
3+ YOEBachelor's or 3+ years relevant experience; experience with syndicated/panel data; BI and analytics skills; strong communication and client relationship abilities.
Numerator’s Insights, Nielsen, IRI, NPD, Dunnhumby, Microstrategy, Tableau, QlikView, Business Objects, ChatGPT, Copilot, Gemini
1w
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CRE & Client Solutions Analyst, CoStar Debt Solutions
Boston, Massachusetts, United States
$81k-$109k/yr OnsiteFull Time
3+ YOEBachelor's preferred in Finance/Real Estate,3+ years CRE/banking/insurance/investment experience,client-facing skills,strong communication,proficiency with Excel,Word,PowerPoint and AI tools.
AI tools, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, SQL, Python
2mo
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Client Policy Analyst - Compensation (remote)
New York or Phoenix or Houston or Edgewood or Pittsburgh or Newark or El Dorado Hills or Boston or Toronto or Chicago or Coppell
$80k-$90k/yr RemoteFull Time
2+ YOEBachelor’s degree in Finance, Economics, Accounting, Business, or related field; 2+ years executive compensation research; strong knowledge of US executive compensation and governance; analytical, written and verbal communication skills; ability to collaborate in a team.
1mo
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Client Advisor Solutions Analyst
New York or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Naples or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
$110k-$150k/yr HybridFull Time
2+ YOEBachelor's degree required, 2+ years experience in consulting or financial services, knowledge of investment products and wealth management, strong analytical and presentation skills, proficiency with data analysis and collaborating with technologists.
3d
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Client Service Operations Analyst
Boston, Massachusetts, United States
$90k-$180k/yr HybridFull Time
Wellington Management: Manages investment portfolios and provides financial research for institutions.
3+ YOE3+ years financial services experience, capital markets operations knowledge, strong communication and problem-solving, familiarity with productivity and low-code tools; organized self-starter.
Copilot, Power Automate, Python, High Gear, Alteryx
1w
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CRE & Client Solutions Analyst, CoStar Debt Solutions
Boston, Massachusetts, United States
$81k-$109k/yr OnsiteFull Time
3+ YOEBachelor's degree preferred (Finance, Real Estate, or related),3+ years CRE/banking/insurance/investment experience (or 3 years with a completed Masters),client-facing experience,Excel/Word/PowerPoint and AI tool proficiency,strong communication and analytical skills.
AI tools, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, SQL, Python
1mo
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Client implementation Analyst, Alpha Performance, Assistant Vice President
Quincy, Massachusetts, United States
$70k-$130k/yr OnsiteFull Time
5+ YOE5+ years experience in fintech or asset management implementing or supporting performance and attribution solutions; bachelor\u0002s preferred; strong client implementation, testing, data management, communication and analytical skills; CFA/CIPM a plus.
Alpha Performance, State Street AlphaSM
1w
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Senior Client Operations & LPM Analyst
New York or Boston or Chicago or Washington, D.C.
$117k-$195k/yr HybridFull Time
5+ YOEBachelor's and 5+ years' experience in law firm or similar; strong analytics, project management, Excel, MicroStrategy/HighQ aptitude; excellent communication and problem-solving skills.
Microsoft Excel, MicroStrategy, HighQ
1d
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Sr. Client Service Analyst, ITS-Service Desk
Boston, Massachusetts, United States
$27-$38/hr OnsiteFull Time
5+ YOE5+ years help desk/IT support experience, bachelor’s degree preferred in computer field, HDI certification a plus, strong communication, organization, and call center technology knowledge.
3mo
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Manager, Client Reporting
Boston, Massachusetts, United States
$107k-$143k/yr OnsiteFull Time
4+ YOELead a team of 15-20 analysts; manage workload, performance, training, and recruitment; drive process improvements; collaborate cross-functionally; 4+ years in investments; eligible to work in the U.S.
Microsoft Excel, PowerPoint, Portfolio Management Software
3w
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Senior Client Services Account Analyst – Private Wealth and Retirement
Wilmington, Massachusetts, United States
$64k-$114k/yr HybridFull Time
2+ YOE2+ years retirement plan administration or related experience, strong Excel and CRM skills, ability to load/reconcile large data sets, attention to detail, and strong communication skills.
Microsoft Excel, ASC, CRM
3w
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Principal Analyst - Technology Resilience
Cambridge or Connecticut or Chicago or Washington or Philadelphia or Washington or Atlanta or New York City or California or Charlotte
$141k-$229k/yr OnsiteFull Time
10+ YOE10+ years of senior practitioner, consultant, or analyst experience in technology resilience, strong client advisory and communication skills, deep technical knowledge of cloud, storage, backup, and resilience practices.
1mo
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Client Focused Data Analyst, Performance Marketing
Boston or New York City
HybridFull Time
1+ YOE1+ year analytics experience, bachelor’s degree or equivalent, native-level English, proficiency in SQL, Python, and Tableau, strong statistics and A/B testing knowledge, data storytelling and stakeholder management skills.
SQL, Python, Tableau
2w
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Addepar Analyst - Family Office Client Services & Reporting
New York or Philadelphia or Boston
$65k-$90k/yr HybridFull Time
3+ YOEBS/BA and 3+ years relevant experience; Addepar expertise required; advanced Excel and PowerPoint; knowledge of performance, financial reporting and private investments; strong communication and analytical skills.
Addepar, Microsoft Excel, Microsoft PowerPoint, First Rate, Sungard AddVantage
4mo
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Senior Analyst - BCG Vantage, B2B SaaS (Client Focus Track)
San Francisco or New York City or Chicago or Boston
$125k-$129k/yr HybridFull Time
2+ YOE2+ years consulting experience in Enterprise Software/B2B SaaS (or 3+ years industry), Bachelor's required (advanced degree preferred), English fluency, strong problem-solving and communication, experience with Pricing/GTM/M&A/Operational Excellence.
3mo
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Manager, Client Reporting
Boston, Massachusetts, United States
$107k-$143k/yr OnsiteFull Time
4+ YOE1+ MgmtLead a team of 15-20 analysts; manage workload, training, performance, recruiting, and client reporting; ensure timeliness and quality; 4-10 years in investments; strong leadership and communication; eligible to work in the U.S.
2w
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Client Operations - Americas Servicing (Wirehouse) - Senior Analyst/Associate
Boston, Massachusetts, United States
$80k-$140k/yr OnsiteFull Time
3+ YOEBachelor's degree,3+ years investor-relations or similar experience in alternative investments; strong alternatives knowledge; Microsoft Office proficiency; CRM experience preferred; Series 7 and 63 preferred.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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