26 fund analyst jobs at 18 companies in Boston, MA
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Fund Accounting Analyst, Fund Solutions
Boston, Massachusetts, United States
$81k-$106k/yr OnsiteFull Time
3+ YOE3+ years fund accounting/administration experience; undergraduate degree preferred (accounting, finance, audit); strong Excel and Word skills, VBA a plus; experience with NAV, fee calculations, audits, and fund documents.
Microsoft Excel, Microsoft Word, Visual Basic for Applications (VBA)
1mo
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Fund Accounting Analyst, Fund Solutions
Boston, Massachusetts, United States
$81k-$106k/yr OnsiteFull Time
3+ YOE3+ years fund accounting/administration experience, undergraduate degree or equivalent, strong Excel and Word skills, VBA preferred, experience with NAV, fee calculations, audits, and process automation; strong communication and attention to detail.
Microsoft Excel, Microsoft Word, Visual Basic for Applications (VBA)
2mo
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Fund Product Analyst
Boston or New York City
$80k-$150k/yr HybridFull Time
Wellington Management: Manages investment portfolios and provides financial research for institutions.
1+ YOE1–3 years asset management experience preferred, strong project coordination and analytical skills, familiarity with US ’40 Act funds, excellent communication, attention to detail; CFA a plus.
AI
2mo
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Fund Product Analyst
Boston or New York City
$80k-$150k/yr HybridFull Time
1+ YOE1–3 years asset management experience preferred, familiarity with US ’40 Act funds, strong project coordination, analytical skills, stakeholder collaboration, and excellent written/oral communication; CFA considered a plus.
AI
1w
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Mutual Fund Tax Associate Analyst
Boston, Massachusetts, United States
$74k-$104k/yr HybridFull Time
Prepare tax workpapers, income and excise provisions, diversification tests and shareholder reporting for mutual funds; strong Excel and accounting skills; excellent communication and attention to detail.
Microsoft Excel, Microsoft Office
1w
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Mutual Fund Tax Associate Analyst
Boston, Massachusetts, United States
$74k-$104k/yr HybridFull Time
Prepare tax workpapers, income and excise tax provisions, diversification tests, shareholder reporting; strong Excel and accounting skills; excellent communication and attention to detail.
Microsoft Office, Microsoft Excel, Electronic Medical Records (EMR)
2w
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Analyst - Global Fund Services Derivatives Operations
Boston, Massachusetts, United States
$68k-$90k/yr OnsiteFull Time
Baseline fund servicing knowledge, experience executing routine transactions, active listening, continuous improvement and design thinking capabilities.
2mo
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Principal Analyst, Fund Operations & Administration for Digital Assets
Merrimack or Westlake
OnsiteFull Time
5+ YOEBachelor's preferred; 5+ years in financial services with experience in investment instruments, fund operations, blockchain/crypto, and business analysis methodologies.
FIS Invest One, SS&C Geneva
1mo
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Principal Analyst, Fund Operations & Administration for Digital Assets
Merrimack or Westlake
OnsiteFull Time
5+ YOEBachelor’s degree preferred in business, finance, accounting, IT, or management information systems; 5+ years in financial services and expertise in digital assets, blockchain, fund operations, and business analysis.
FIS Invest One, SS&C Geneva
1w
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Legal Analyst - Fund Disclosure & SEC Registration
Boston, Massachusetts, United States
$70k-$130k/yr HybridFull Time
1+ YOEBA/BS required,1+ years SEC registration or corporate/securities paralegal experience,asset management and Investment Company Act knowledge,prospectus/document review,attention to detail,and strong written/verbal communication.
in-line XBRL (eXtensible Business Reporting Language)
1w
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Legal Analyst - Fund Disclosure & SEC Registration
Boston, Massachusetts, United States
$70k-$130k/yr HybridFull Time
1+ YOEBA/BS preferred; 1+ year SEC registration or corporate/securities paralegal experience; asset management and Investment Company Act knowledge; strong analytical and communication skills; experience with SEC filings and XBRL.
eXtensible Business Reporting Language (XBRL)
4d
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Funds Transfer Analyst
New York City or Boston
$65k-$90k/yr HybridFull Time
2+ YOERequires a bachelor's degree or equivalent experience and 2–3+ years in funds transfer, banking operations, or a related field, plus payment processing knowledge, strong communication, organization, risk awareness, and judgment.
Microsoft Excel, Keystone, Pivotal CRM, Addvantage
1w
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Budget Analyst
Salt Lake City or Seattle or Phoenix or Los Angeles or San Francisco or Denver or Washington or Miami or Atlanta or Chicago or Indianapolis or New Orleans or Boston or Minneapolis or Kansas City or Albuquerque or New York City or Oklahoma City or Portland or Austin
$106k-$173k/yr OnsiteFull Time
1+ YOEOne year of specialized budget analysis experience equivalent to GS-12, including budget formulation, fiscal analysis, fund allocation, financial reporting, variance analysis, and cost-benefit analysis.
Financial Systems, E-Verify, Microsoft Excel
3w
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Senior Tax Analyst
Boston, Massachusetts, United States
HybridFull Time
2+ YOE2+ years tax experience with partnerships/investment funds, accounting degree, strong Excel/MS Office skills, partnership tax and investment tax knowledge, analytical and communication skills.
Microsoft Excel, Microsoft Office
2w
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Sales Support Analyst
Boston, Massachusetts, United States
$65k-$75k/yr OnsiteFull Time
Support wholesaling teams, run mutual fund reports and transition analyses, maintain Salesforce records, and obtain FINRA Series 7 and 63 licenses within three months.
Microsoft Office, Salesforce
1mo
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Analyst, Transaction Services - Liberty Mutual Investments
Boston, Massachusetts, United States
HybridFull Time
1+ YOEBachelor's degree in Accounting/Finance/Economics, 1+ years in investment operations/transaction support/fund accounting, strong Excel and data management skills, ability to interpret financial and legal documents, attention to detail.
Microsoft Excel, US GAAP, NAIC
1mo
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Senior Financial Program Analyst
Boston, Massachusetts, United States
$90k-$110k/yr HybridFull Time
Bachelor's degree in economics, finance, business or related; strong Excel and PowerPoint skills; experience building financial models, forecasts, and analytical reports to support capital and funding decisions.
Microsoft Excel, Microsoft PowerPoint
2d
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Funding Analyst
Asbury Park or New York City or Boston or Chicago or Baltimore
$60k-$70k/yr HybridFull Time
1+ YOEBachelor's degree in accounting, finance, economics, or a quantitative field; 1+ year relevant experience; advanced financial analysis and spreadsheet modeling skills; project finance knowledge and strong organization.
Excel
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Senior Analyst, Investment Operations
Boston or London or Sydney or Singapore
$75k-$90k/yr HybridFull Time
4+ YOE4+ years operations experience in investment management, BS in Accounting/Finance preferred, experience with fund administrators/custodians, Charles River and DTCC post-trade platforms, multi-asset trade lifecycle and reconciliation skills.
Charles River, DTCC CTM, GTSS
6d
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Insurance Investment Operations Senior Analyst
Boston, Massachusetts, United States
$70k-$100k/yr HybridFull Time
1+ YOERequires 1–4 years in investment operations, preferably middle office or transaction-facing, with private credit or equity deal funding experience and knowledge of credit investments.
Edge, Geneva, LMS
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