Investment Management Associate

Join our dynamic team at Lewis Associates as an Investment Management Associate, where you will play a pivotal role in supporting our investment strategies and delivering exceptional client services. This position is ideal for professionals eager to grow in the investment management field and make a significant impact.

Role Overview D.A. Davidson & Co. is seeking an Investment Banking Associate focused on Diversified Industrials for its Boston, MA office. This position centers on supporting client relationships, delivering financial analysis, and contributing to transaction execution. What You Will Do Work directly with clients, offering financial guidance and strategic advice Conduct in-depth market research and analysis to support recommendations Assist in preparing materials and managing processes for financial transactions Apply strong analytical skills and attention to detail to develop solutions tailored to client objectives

Acadian Asset Management LLC seeks a Senior Associate to join the Investment Operations team, focusing on Portfolio Control. This role is based in Boston, Massachusetts and centers on maintaining the integrity of portfolio data and supporting operational efficiency. Key Responsibilities Maintain accurate and reliable portfolio data across multiple systems. Perform reconciliations to detect and resolve any discrepancies. Oversee trade settlements, ensuring investment activities proceed smoothly. Collaborate with teams throughout the firm to enhance and streamline operational processes. Contribute to refining data management practices for improved efficiency and control. What We Look For Keen attention to detail and strong organizational skills, with an interest in finance and investment operations. Ability to work effectively with colleagues from various groups to address challenges and improve workflows.

About Aeris PartnersAeris Partners stands at the forefront of M&A investment banking, specializing in the dynamic realms of software, SaaS, and emerging technology sectors. We partner with prestigious technology-focused private equity and venture capital firms, as well as innovative entrepreneur-driven companies, providing expert guidance on strategic mergers and acquisitions. Renowned for our meticulous approach to M&A execution, we employ data-driven methodologies that yield exceptional outcomes while nurturing a positive and inclusive team culture. Our transactions typically span from $200 million to over $2 billion, and we proudly operate as a registered broker-dealer and member of FINRA and SIPC. Summer Associate Job DescriptionWe are on the lookout for highly driven and skilled technology M&A investment banking Summer Associates for our Boston office, commencing in Summer 2026. As a boutique advisory firm with a strong focus on technology, we offer a unique opportunity for Summer Associates to cultivate strategic advisory skills and gain deep insights into the technology landscape. Successful candidates will play an integral role in the entire M&A process, engaging in client development, transaction execution, and collaborating closely with senior team members, client management teams, as well as leading technology-centric private equity and publicly traded firms. Ideal applicants should possess a solid foundation in corporate finance, corporate strategy, and/or financial valuation and analysis. We value individuals with an exceptional work ethic and a genuine passion for technology. While relevant investment banking experience is preferred, we are open to candidates with strong academic achievements and demonstrated leadership capabilities.

Role Overview Bosch Group is hiring an Investment Director in Boston. This role shapes the company’s investment approach and supports financial growth. The Investment Director collaborates with senior leaders to find and assess new investment opportunities that fit Bosch Group’s goals and current market conditions. Key Responsibilities Lead strategic investment activities for Bosch Group Work with senior leadership to identify and evaluate potential investments Ensure investment decisions align with corporate objectives and market trends Guide investment strategies and support partnership development Focus on maximizing returns and supporting long-term growth

About Acadian Asset Management Acadian Asset Management is a global investment manager focused on systematic, data-driven investing since 1986. Headquartered in Boston, with offices in Singapore, London, and Sydney, the firm manages over $170 billion in assets for institutional clients such as pension funds, endowments, foundations, and sovereign wealth funds. The company values collaboration and diverse perspectives, encouraging innovative thinking and teamwork. Acadian offers a hybrid work model, comprehensive benefits, and a supportive office culture designed to foster meaningful work and strong cooperation. Role Overview: Associate, Investment Operations (Portfolio Control) This Associate position sits within the Portfolio Control team in Investment Operations. The team serves as a central point between operations, fund accounting, and external service providers, focusing on oversight, controls, and resolving issues across client portfolios and Acadian funds. The Associate is responsible for maintaining accurate portfolio data, managing key operational relationships, and supporting the full lifecycle of client accounts, from onboarding through ongoing maintenance. The role provides exposure to a wide range of asset classes, global markets, and operational processes, with opportunities to improve efficiency and collaborate with both internal teams and external partners. This is a hybrid role based in Boston, with three days per week in the office. Main Responsibilities Fund Oversight: Oversee portfolio accounting, custody, and middle-office functions. Investigate and resolve discrepancies between internal systems and external providers. Work with custodians, prime brokers, and derivative counterparties (including ISDA relationships) to support new fund launches, trading, collateral management, and account maintenance. Reconcile proxy-voting reports and respond to questions from both internal and external contacts. New Account Startup/Onboarding: Prepare documentation for counterparty welcome packages for separately managed accounts, complete internal system setups, and coordinate between stakeholders. Fund Administration: Oversee and participate in fund expense processes, including budgeting, accruals, invoice review, and payments.

Aeris Partners - About UsAeris Partners stands at the forefront of M&A investment banking, specializing in high-growth technology markets including software and SaaS. We pride ourselves on delivering unparalleled advisory services to top-tier private equity and venture capital firms, as well as innovative entrepreneur-led companies. Renowned for our data-centric methodology and outstanding transaction outcomes, Aeris fosters a vibrant, inclusive, and collaborative culture that emphasizes teamwork and entrepreneurial spirit. Our transactions typically range from $200 million to over $2 billion, and we are a registered broker-dealer with memberships in FINRA and SIPC. Position OverviewWe invite applications for the role of Full-Time Associate in our Boston office. This position offers a unique opportunity for Associates to hone their strategic advisory skills and gain in-depth insight into the technology landscape. You will play a pivotal role in every stage of the M&A process, from client engagement to deal closure, collaborating closely with senior leadership, client teams, and prominent tech-focused investment firms. Ideal candidates will possess a background in corporate finance, corporate strategy, or financial analysis. We are looking for individuals with a strong work ethic, a passion for technology, exceptional academic achievements, and proven leadership capabilities.

At Hometap, we pride ourselves on fostering a collaborative and passionate environment where our team is always eager to create innovative solutions that enhance the homeownership experience. Our flagship product, a home equity investment, empowers homeowners to access the value of their homes for essential needs without incurring debt.We believe in hard work complemented by fun, as evidenced by our recognition as a top workplace by The Boston Globe and Forbes. Our commitment to innovation has also earned us accolades from Inc. and HousingWire.In addition to our dynamic work culture, we offer competitive compensation, comprehensive healthcare coverage, generous paid time off, meaningful equity packages, and numerous opportunities for team-building and camaraderie.Are you ready to join us in making homeownership more accessible and less stressful? We would love to connect with you!

Join Our Team at Matrix PartnersAt Matrix Partners, we pride ourselves on being company builders who have transitioned into seasoned investors. With over 40 years of experience, we possess a deep understanding of the startup ecosystem from every angle. Our commitment to nurturing long-term relationships with founders remains steadfast, as we believe their success is paramount. We are passionate about discovering transformative ideas that, when given the right support, can create significant global impact. Our investment philosophy is rooted in challenging conventional wisdom, identifying potential early on, and having the foresight to invest in founders before their potential becomes widely recognized.Role OverviewWe are actively seeking an Investment Partner to join our dynamic team. In this pivotal role, you will identify and assess technology startups for investment opportunities. You will often engage with companies at their nascent stages, typically involving a founder with a concept or prototype. Success in this position hinges on your ability to cultivate unique, trust-based relationships with exceptional founders. You will collaborate closely with all partners at Matrix, gaining insights into their areas of expertise to provide collective support. Additionally, you will be tasked with formulating your own investment thesis, engaging in discussions with the team, and actively participating in the due diligence process, advocating for and advising high-potential startups. Strong independent assessment capabilities of technology projects are essential, and we will equip you with the knowledge needed for valuation metrics, term sheets, Board meetings, and more.Our goal is to foster growth within our team, enabling individuals who start in this role to evolve into senior leadership positions within the firm.

COMPANY OVERVIEWKKR & Co. Inc. is a preeminent global investment firm specializing in alternative asset management and comprehensive capital markets and insurance solutions. With a commitment to fostering growth and delivering attractive returns, KKR employs a disciplined and patient investment strategy, backed by a team of world-class professionals. The firm manages a diverse range of investment funds across private equity, credit, and real assets, in addition to strategic partnerships that oversee hedge funds. KKR’s insurance subsidiaries, managed by Global Atlantic Financial Group, offer a variety of retirement, life, and reinsurance products. Please note that references to KKR’s investments may encompass the activities of its affiliated funds and insurance subsidiaries.We are currently seeking a Senior Analyst to join our Asset Liability Portfolio Services (ALPS) team located in Brighton, Massachusetts. This pivotal role is integral to our investment operations, ensuring the comprehensive management, reconciliation, and oversight of all portfolio positions within Geneva. The Senior Analyst will collaborate closely with the Fund Accounting and Controllership teams during the monthly and quarterly closing processes, safeguarding the accuracy and integrity of our financial reporting.The ideal candidate will possess strong operational expertise, analytical skills, and a proactive approach to optimizing investment processes across a multifaceted portfolio. Experience in Private Credit, Middle Market Loans, or Structured Products is highly desirable. The role demands exceptional communication abilities, meticulous attention to detail, and the capacity to thrive in a dynamic, high-performance environment.

Acadian Asset Management LLC is seeking a Principal Engineer for its Investment Systems group in Boston, Massachusetts. This position centers on building and improving investment systems that support the firm’s client needs. Role overview The Principal Engineer will design solutions for complex investment challenges. The role involves both developing new features and refining existing systems to ensure they align with client requirements. Collaboration Working with teams across the organization, this engineer will contribute technical expertise and help guide technology choices within the investment domain. Key responsibilities Develop and enhance investment systems to address client needs Design solutions for technical and business challenges in investment management Collaborate with cross-functional teams to advance technology within the firm

COMPANY OVERVIEWKKR & Co. Inc. is a prominent global investment firm specializing in alternative asset management alongside capital markets and insurance solutions. Our mission is to deliver attractive investment returns through a patient and disciplined investment strategy, leveraging the expertise of our exceptional team while fostering growth in our portfolio companies and the communities we serve. KKR manages investment funds that focus on private equity, credit, and real assets, while our strategic partnerships oversee hedge funds. Our insurance subsidiaries provide retirement, life, and reinsurance products through Global Atlantic Financial Group. Please note that references to KKR’s investments encompass the activities of our sponsored funds and insurance subsidiaries.We are actively seeking a skilled Associate to enhance our Client Operations team within the Product Onboarding sector. This role is pivotal in the onboarding, implementation, and launch of new investment products, including funds, SPVs, and various mandate structures. You will gain invaluable insight into the lifecycle of global investment products—from conception to launch and operation—by collaborating with KKR’s commercial and business operations teams. This position entails engaging with a diverse range of internal and external stakeholders, including Clients, Legal, Compliance, Operations, Finance, custodians, fund administrators, and other service providers, to steer working groups across the investment support network and finalize fund setups.

Join our dynamic team at D.A. Davidson & Co., where we are looking for an experienced Investment Banking Analyst to focus on the diversified industrials sector. In this role, you will provide in-depth financial analysis, contribute to mergers and acquisitions, and assist in the execution of client transactions. Your insights will play a crucial role in driving strategic decisions for our clients.

COMPANY OVERVIEWKKR & Co. Inc. is a premier global investment firm specializing in alternative asset management, capital markets, and insurance solutions. Focused on delivering exceptional investment returns through a disciplined and patient investment strategy, KKR is committed to empowering growth in its portfolio companies and the wider community. The firm sponsors a range of investment funds that invest across private equity, credit, and real assets, and collaborates with strategic partners managing hedge funds. KKR's insurance subsidiaries, managed by Global Atlantic Financial Group, provide a variety of retirement, life, and reinsurance products.POSITION OVERVIEWGlobal Atlantic is looking for a skilled candidate to join its Investment Accounting Center of Excellence (COE) team. The role involves overseeing the reconciliation between Clearwater and the General Ledger (GL) to ensure the accuracy, integrity, and proper substantiation of investment balances, supporting both GAAP and STAT Investment Controllership within the Investment Accounting sector.This position is essential in bridging the gap between operational and accounting functions related to investment activities, facilitating comprehensive accounting and reporting. Additionally, the incumbent will contribute to cross-functional initiatives aimed at process improvements and redesigns to ensure consistent and timely delivery of investment outcomes across various bases.RESPONSIBILITIESAssist in preparing investment-related reconciliations for US GAAP and statutory reporting.Support the Investment Accounting team in clearing and reconciling investment-related transactions across multiple financial subledgers.Collaborate with third-party service providers and finance stakeholders to ensure timely clearing and accurate recognition of investment-related transactions in the general ledger.Oversee monthly monitoring and substantiation of investment-related suspense accounts.Provide assistance for audit requests.Contribute to ad-hoc projects as needed.

Acadian Asset Management is a premier global investment management firm that has been pioneering data-driven investing since 1986. Based in Boston, with additional offices in Singapore, London, and Sydney, we oversee assets exceeding $170 billion for prestigious institutions worldwide, including pension funds, endowments, foundations, and sovereign wealth funds. Our strength lies in leveraging cutting-edge technology, extensive datasets, and a wealth of multidisciplinary expertise to guide clients through complex markets, uncovering insights that traditional methods may overlook.At Acadian, our people define us. We cultivate a collaborative and intellectually stimulating environment where innovative ideas are explored, diverse viewpoints are embraced, and creativity flourishes. We are unified in our mission: to achieve exceptional client outcomes while supporting each other in fulfilling and challenging work. Our flexible hybrid work model, comprehensive benefits, and relaxed yet purposeful office culture are all designed to encourage the meaningful, cooperative work that characterizes Acadian.Position Overview:The Investment AI Engineer will serve as a senior, execution-oriented member of the Investment team, collaborating with quantitative researchers and portfolio managers to create, implement, and manage intelligent solutions that enhance the investment process. This role will work closely with the Technology team to develop production-grade enterprise AI capabilities, while focusing on building investment-specific skills, sub-agents, and workflows that facilitate safe, repeatable automation within research and portfolio management tasks. Success in this role requires the ability to translate complex investment and research objectives into clear, actionable specifications and high-quality merge requests that seamlessly integrate into existing production systems.Acadian promotes a hybrid work environment; employees are expected to be on-site in the Boston office three days a week.

Why Choose Great Gray Group?At Great Gray Group, we are committed to redefining the retirement services landscape. Our mission is to provide innovative retirement solutions that seamlessly integrate fiduciary services with diverse investment options, cutting-edge technology, and exceptional client service. We prioritize clarity in decision-making, smooth transitions, and a superior client experience. Complacency is not in our vocabulary; we continuously seek ways to enhance client satisfaction, strengthen partnerships, and build trust.About the RoleWe are excited to invite applications for the position of Senior Counsel – Investment Solutions within our Legal Team. This role is pivotal in advising and supporting our trust and administrative services businesses across all levels of the organization in a dynamic and fast-paced environment. The Senior Counsel will collaborate with various functions to navigate legal matters impacting Great Gray, ensuring alignment with our current and emerging business strategies. Furthermore, the Senior Counsel will play a key role in developing and implementing plans, policies, and procedures for the Legal Team, representing us in internal working groups and committees as needed.The Senior Counsel will be responsible for (i) negotiating and drafting agreements with participating plans and sub-advisors for Great Gray CITs, (ii) overseeing the establishment of new funds and crafting associated documentation, including innovative products like CIT funds with private market exposure and lifetime income features, (iii) formulating and executing legal strategies for high-priority business initiatives, including significant conversions of CIT assets from other trust companies and M&A activities, (iv) supporting our retirement policy and advocacy endeavors, (v) collaborating with our Marketing team to create thought leadership and review marketing materials, (vi) managing legal content on the RPAG platform, and (vii) acting as in-house benefits counsel for Great Gray Group’s employee benefit plans.The ideal candidate will possess a combination of law firm and in-house experience, strong business acumen, a commitment to operational excellence, and a blend of technical, analytical, and communication skills. Emotional intelligence and the ability to effectively advance Great Gray’s priorities are essential. We are looking for a seasoned, collaborative attorney with integrity who can work well across the organization. The right candidate is likely to be currently employed at a financial services firm or a leading law firm.LocationThis position can be based in any of our office locations listed below. Great Gray currently supports a hybrid work model, allowing for four days onsite and one day remote.

About the Role Stage is hiring an Assistant Vice President of Investment Operations in Boston, MA. This leadership role shapes the firm’s investment processes and drives improvements in operational efficiency. The position calls for strategic oversight across investment operations, with a focus on maintaining compliance standards and building strong team collaboration to support Stage’s financial goals.

Join Lewis Associates as a Senior Associate in our Investment Management division, focusing on Securities. In this role, you will be instrumental in developing and managing investment strategies, conducting market analysis, and collaborating with clients to achieve their financial goals.We are looking for a proactive and analytical professional who is passionate about investment management and has a firm understanding of securities markets. This position offers a dynamic environment where your contributions will directly impact our clients' success.

Are you a motivated and entrepreneurial go-getter eager to elevate your career? At Prophet Homes, we are on the lookout for driven, results-oriented professionals ready to excel as Investment Real Estate Acquisitions Agents.Why You Will Enjoy This Opportunity:- Exceptional Infrastructure: Leverage our comprehensive resources, strong purchasing power, and exclusive software designed to help you excel in acquiring prime investment properties.- Increased Transactions and Expedited Payouts: Benefit from faster closing times, quicker commission disbursements, and a higher volume of transactions.- Autonomy: Work independently with the freedom to develop your own strategies and work schedule.- Supportive Environment: Enhance your skills through extensive training programs backed by a team experienced in successful transactions.

Join our dynamic team at D.A. Davidson & Co. as an Experienced Investment Banking Analyst specializing in Diversified Industrials. In this role, you will leverage your analytical skills and financial acumen to assist in executing complex transactions and providing high-quality advisory services. You will work closely with senior bankers and clients to deliver strategic solutions and drive impactful results.