Senior Associate, Investment Operations - Portfolio Control

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. P…

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.

We are seeking a highly skilled Senior Portfolio Analyst to join our dynamic team at Mangroup in Boston, Massachusetts. In this role, you will leverage your analytical expertise to drive investment strategies and optimize portfolio performance. You will collaborate with cross-functional teams to evaluate market trends, assess risks, and provide actionable insights to enhance our investment decisions.

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.

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.

At Acadian Asset Management, we're pioneering the future of data-driven investing as a global systematic investment manager with a legacy that dates back to 1986. Our headquarters in Boston, coupled with our international offices in Singapore, London, and Sydney, empower us to manage over $120 billion for prestigious institutions worldwide, including pension funds, endowments, foundations, and sovereign wealth funds. We leverage state-of-the-art technology, extensive datasets, and diverse expertise to assist our clients in navigating intricate markets and uncovering insights often missed by conventional methods. What truly distinguishes Acadian is our people. We cultivate a collaborative and intellectually stimulating environment where innovative ideas are encouraged, diverse viewpoints are embraced, and creativity flourishes. United by a common goal, we strive to deliver exceptional outcomes for our clients while supporting each other in fulfilling work that is both challenging and rewarding. We proudly offer a hybrid work setting, comprehensive benefits, and a relaxed yet focused office atmosphere—everything designed to foster meaningful collaboration that defines the Acadian experience. Position Overview: The Associate Portfolio Manager, Implementation will be an integral part of our Implementation Team at a leading global equity management firm known for its quantitative approach. In this role, you will apply advanced portfolio construction methodologies and cutting-edge technology to effectively manage client portfolios. Additionally, you will collaborate closely with the broader Implementation and Portfolio Management teams, as well as other investment professionals, to research and implement innovative portfolio construction techniques and trading strategies, enhance the investment process, and elevate the Firm's capabilities. Acadian supports a hybrid work model, requiring employees to be on-site in the Boston office three days per week.

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

Join Mangroup as a Portfolio Analyst specializing in Tax Awareness, where you will analyze and manage investment portfolios with a focus on tax efficiency. This role is vital in ensuring that our clients maximize their investment returns while minimizing tax liabilities.

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.

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.

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.

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.

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.

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

Join our dynamic team at Bisnow as a Portfolio Accountant, where you will play a critical role in managing financial portfolios for our clients. You will be responsible for maintaining accurate financial records, preparing financial reports, and ensuring compliance with industry regulations.This is an exciting opportunity for an individual looking to advance their career in accounting within a fast-paced and innovative environment.

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.

Become an integral part of the Alo Yoga team as a Part-Time Operations Associate at our Seaport location in Boston, MA. In this essential role, you will drive the efficiency and profitability of our store operations, collaborating closely with the Operations and Visual Management team. Your contributions will help ensure our store runs smoothly and effectively, thus enhancing the overall customer experience. You will execute inventory management processes with a focus on maximizing accuracy, investigating inventory discrepancies, and providing valuable feedback to optimize operations.

Acadian Asset Management stands as a pioneering global investment management firm, dedicated to systematic and data-driven investing since its inception in 1986. With our headquarters located in Boston and additional offices in Singapore, London, and Sydney, we manage assets exceeding $170 billion for esteemed institutions worldwide, including pension funds, endowments, foundations, and sovereign wealth funds. Our approach integrates advanced technology, extensive datasets, and multidisciplinary expertise, enabling clients to navigate complex markets and unveil insights that traditional methodologies may overlook.What distinguishes Acadian is our team. We cultivate a collaborative and intellectually stimulating environment where innovative ideas are encouraged, diverse perspectives are embraced, and creativity flourishes. Our shared objective is to deliver exceptional client outcomes while supporting one another in a challenging yet rewarding work landscape. We offer a flexible hybrid work model, comprehensive benefits, and a relaxed yet focused office culture, all aimed at fostering meaningful collaboration that defines Acadian.Position Overview:The Business Operations and Onboarding Associate will collaborate with the VP of Business Operations and Onboarding to ensure a high-quality onboarding experience for our clients. In this role, you will assist in coordinating onboarding activities for new accounts, maintaining onboarding documentation and reporting, and partnering with internal teams to facilitate seamless account setups. This position offers a remarkable opportunity to gain diverse exposure to business development, client onboarding, and cross-functional collaboration within Acadian’s Global Client Group, while playing a vital role in the transition from prospect to client. Acadian supports a hybrid work environment, with employees expected to be on-site in the Boston office three days a week.What You’ll Do:Assist and collaborate with the VP, Business Operations and Onboarding to coordinate the onboarding of new Americas accounts, including Separately Managed Accounts and Fund Participants.Monitor committed but unfunded business, ensuring that key milestones, timelines, and next steps are documented and communicated effectively.Act as a primary contact during the onboarding phase, supporting both internal stakeholders and external clients through meeting coordination, communications, and follow-ups.Prepare onboarding materials, process documentation, and system setups (e.g., Salesforce, contract management tools, onboarding platforms, reporting).Ensure consistent, timely, and high-quality client communications throughout the onboarding process.Maintain accurate records of onboarding milestones and client status.

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.

Transforming Living Experiences.At Blueground, we understand that a reliable home base unlocks the world. We are on a mission to create the premier platform for living.With more than 350 million people relocating annually, the current housing market falls short in catering to the demands of our dynamic, mobile society. Blueground is set to revolutionize this.Our extensive portfolio features over 40,000 homes worldwide, available for stays ranging from a few days to a year or longer. We're just at the beginning of an exciting growth journey, aiming to redefine living and establish a new category. Our competitive advantage? Innovative proprietary technology, operational excellence, and a dedicated team that acts with agility and precision.Our core values include: Guests First – Every action begins with their experience. Move Fast – We prioritize speed and delivering results. Dive In – The details matter, and we pursue them diligently. Embrace Change – We view change as an opportunity for growth. Keep It Honest – Open communication fosters progress and strengthens our relationships. If you're eager to make a lasting impact and help redefine global living standards, we want to meet you.The PositionWe are seeking a detail-oriented Field Operations Associate to become a crucial part of our Boston team. In this hands-on role, you will be the backbone of our operations—preparing properties, addressing on-site challenges, and ensuring our apartments are consistently guest-ready.From conducting move-in inspections to troubleshooting WiFi issues or assembling furniture, your contributions will be vital in upholding Blueground’s exceptional quality and ensuring a seamless experience for every guest.Key Responsibilities Unit Preparation & Maintenance: Collaborate closely with Operations Managers to ensure apartments are fully furnished, stocked, and ready for guests—managing everything from minor repairs to last-minute preparations. On-Site Support: Act as Blueground’s representative on the ground, efficiently resolving issues like guest lockouts, cosmetic repairs, and technological troubleshooting. Inspections & Quality Assurance: Conduct pre-check-in and post-check-out inspections using a mobile checklist to guarantee every home meets our quality benchmarks. Walkthroughs & Quality Control: Perform thorough property walkthroughs to ensure furnishings, décor, and presentation align with our brand standards. Ad Hoc Projects: Assist with various local operational initiatives, including key inventory management, organizing storage units, and recording check-in videos for guests. Team Coordination: Serve as the on-ground liaison connecting field operations, leadership, and the Customer Experience team—ensuring swift communication and response times.