Mutual Fund Jobs in Massachusetts
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Search Results - Mutual Fund Jobs in Massachusetts
US BankBoston
Overview
As a Relationship Manager for USBFS, you will serve as a trusted advisor to mutual fund clients, helping to retain and grow their assets through tailored product and service enhancements. You will work with cross-functional teams to meet...
2 similar jobs: Cambridge, Quincy
Capital-Group-1Bostonappcast.io
representatives and advisors to drive business results.
You must have a proven track record in mutual fund and retirement plan sales, outstanding communication, and the ability to translate complex data into clear client insights.
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SS&C TechnologiesBoston
Overview
In this role you support fund governance and regulatory matters for open- and closed-end funds, serving SS&C’s clients. You provide legal guidance on Advisers Act and ’40 Act issues and oversee SEC filings for mutual funds, ETFs...
5 similar jobs: Richmond, Quincy, Lakewood, Denver, Cambridge...
Financial Recovery TechnologiesMedford (MA)
Join a fast-growing company that is transforming its industry! Financial Recovery Technologies has become a trusted partner to hedge funds, mutual funds, custodians, sovereign wealth funds, and other institutional investment firms, and our best...
John HancockQuincy (MA)
of experience preparing mutual fund prospectuses, registration statements, supplements, proxy statements, and other disclosure documents
• Experience with open-end fund SEC filings and related disclosure requirements
• Experience with closed-end funds a plus...
2 similar jobs: Boston, Cambridge
Harbor FundsBoston
Team, the Legal Counsel will advise the firm’s business professionals on a broad range of investment management, mutual fund, ETF and CIT legal and regulatory compliance work. The Legal Counsel will assist with the preparation of SEC filings including...
State Street CorporationBostonappcast.io
State Street Corporation seeks a Senior Vice President, Head of U.S. Registered Funds and Disclosure to act as the principal legal advisor for its U.S. registered fund platform, including ETFs and mutual funds.
You will guide strategic initiatives...
Northwestern MutualSpringfield (MA)
strategies.
• Basic familiarity with investments, including mutual funds, ETFs, and other market-based products.
• Currently enrolled in a college or university program; coursework in finance, business, economics, or related fields preferred.
• Strong...
Pioneer Valley Financial GroupLudlow (MA)
including mutual funds, stocks, bonds, insurance policies, and annuities
• Knowledge in estate planning issues
• Proficiency in computer programs, including MS Office Suite and financial planning software...
US BankCambridge
of working
• Maintain awareness of ETF ecosystem developments to keep the platform competitive
Key requirements
• Bachelor's or Master's degree in finance, accounting or related field
• 15+ years of mutual fund experience
• 10+ years of management...
2 similar jobs: Quincy, Boston
BMO BankBoston
relationships with hedge funds, mutual funds, and other institutional investors, with a primary focus on U.S. equities.This individual will deliver differentiated investment ideas, research, market intelligence, corporate access, and execution solutions while...
The Bank of New York MellonBoston
Overview
In this role you guide how BNY Investments presents its equity-focused solutions to clients and distribution partners, shaping strategy and communications to win business. You’ll work with cross-functional teams to position mutual funds...
5 similar jobs: White Plains, New York, Quincy, Jersey City, Cambridge
Capital-Group-1Bostonappcast.io
a broad knowledge and proven track record of sales success in the mutual fund business and retirement plan sales, and the demonstrated ability to build long-term relationships.You know how to leverage technological resources to create custom analysis.You...
Ameriprise FinancialBoston
surveillance of SMA & Institutional Fixed Income Accounts, appropriately communicating key relative value to account guidelines and parameters.- Execute cash trades for SMA, Mutual Funds & Institutional accounts.- Interact as a seamless interface between...
Charles SchwabBostonappcast.io
markets, end-client needs, industry trends, and the competitive landscape.
• Expertise distributing investment platforms, SMAs, mutual funds, ETFs, collective trusts, alternatives, model portfolios, and wealth management solutions.
• Demonstrated success...
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