What Investment Management Jobs are in Boston?

InvestM Technology LLC is seeking a Technical Delivery Lead with a focus on data projects to drive architecture-neutral delivery and production release coordination. The role is hybrid and based in San Francisco, CA or Boston, MA, with responsibilities spanning multiple teams and data platforms.

You will guide cross-functional groups, translate business requirements into technical delivery plans, and ensure high-quality outcomes using Agile practices and Jira.

Vice President, Investment Management

Published: Jun 17

ID:

• Boston, MA

• Operations

Vice President

Position Description :

Designs, implements, and enhances an independent bottom‑up risk framework to prevent errors, identify issues, and drive remediations for large‑scale managed account client portfolios. Combines investment expertise with a high degree of technical proficiency to provide tax‑sensitive, customized management of sophisticated investment solutions, including custom multi‑account investment management and asset location strategies, optimized participant‑level portfolios, and unified managed household assets in retail and workplace accounts. Develops tax‑aware transition strategies for high‑net‑worth clients.

Primary Responsibilities :

• Collaborates with business partners to enhance independent bottom‑up risk framework for managed account products.
• Provides prototypes and technical design requirements for innovative approaches to monitor and control investment risk and characteristics in a large scale of client portfolios.
• Monitors unintended investment risks in managed account client portfolios.
• Leads the end‑to‑end issue management process to investigate and mitigate issues that might affect the investment outcomes of managed account clients.
• Creates queries and visuals to provide timely, accurate, and insightful client data analytics to support business partners across the organization.
• Creates hypothetical first trade analysis for prospect client portfolios and manages personalized client portfolios.

Education and Experience :

Bachelor’s degree in Computer Science, Engineering, Information Technology, Information Systems, Business Administration, or a closely related field (or foreign education equivalent) and six (6) years of experience as a Vice President, Investment Management (or closely related occupation) monitoring, designing, and implementing risk management solutions for large‑scale portfolios of over $200 billion Assets Under Management (AUM) and transactions, within a financial services industry.

Or, alternatively, Master’s degree in Computer Science, Engineering, Information Technology, Information Systems, Business Administration, or a closely related field (or foreign education equivalent) and four (4) years of experience as a Vice President, Investment Management (or closely related occupation) monitoring, designing, and implementing risk management solutions for large‑scale portfolios of over $200 billion Assets Under Management (AUM) and transactions, within a financial services industry.

Skills and Knowledge :

Candidate must also possess:

• Demonstrated Expertise (“DE”) providing leadership, investment managers, and risk professionals with actionable, data‑driven insights using Big Data SQL, Oracle, Snowflake databases management, and Tableau visualization tools.
• DE managing risk and defining Policies and Procedures (P&P) using Confluence; and designing and implementing effective controls and mitigation strategies throughout the investment lifecycle, using KPI Tableau dashboards, Power Automate Email Alerts, SQL Data Querying, and Process Reverse Engineering frameworks.
• DE managing individual client portfolios using multi‑portfolio optimization (Axioma); and navigating market fluctuations, capitalizing tax management opportunities, and adapting portfolios based on evolving market conditions and client needs, using Bloomberg Terminal and research reports.
• DE identifying, analyzing, and resolving performance discrepancies, including root cause analysis and developing corrective action plans, using data analysis tools, performance attribution software, and investment management and reporting platforms.

Salary: $166,899.00 - $176,899.00/year.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre‑employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

Job Title: Technical Delivery Lead (Data Projects)

Location: San Francisco, CA or Boston, MA (Hybrid)

We are seeking a highly skilled and detail-oriented Technical Delivery Lead / Scrum Master with strong experience in data architecture, agile delivery, and production release coordination. The ideal candidate will possess a deep understanding of technical architecture within enterprise data environments and demonstrate the ability to drive successful delivery across cross-functional teams.

• Develop and maintain a strong understanding of technical architecture within data platforms and enterprise data ecosystems.
• Coordinate and manage end-to-end technical delivery activities, including production release planning and deployment support.
• Facilitate daily Scrum ceremonies, sprint planning, backlog grooming, and retrospectives using Jira.
• Collaborate with engineering, QA, business, and operations teams to ensure timely and high-quality project delivery.
• Support data analysis activities and contribute to architecture discussions and solution design reviews.
• Track sprint progress, manage risks/issues, and ensure alignment with Agile best practices.
• Work closely with stakeholders to translate business requirements into technical delivery plans.

• 15+ yrs of overall IT experience
• 7+ yrs as technical project manager, scrum master or release manager focusing on data focused projects
• 5+ years in the Investment Management or Financial Services domain.
• Strong understanding of technical architecture in data‑driven environments.
• Experience coordinating technical releases and deployments to production environments.
• Hands‑on experience working in Agile/Scrum delivery models.
• Proficiency in using Jira for sprint and project management.
• Good understanding of data analysis concepts, data flows, and enterprise data architecture.
• Excellent communication, coordination, and stakeholder management skills.
• Ability to manage multiple priorities and work effectively in fast‑paced environments.

• Familiarity with enterprise data platforms, cloud data ecosystems, and reporting environments.
• Scrum Master certification or Agile‑related certifications are a plus.

Bracebridge Capital, a leading asset manager in Boston, seeks a Deputy General Counsel to oversee legal responsibilities involving investment transactions and compliance. You will work closely with various teams, ensuring adherence to regulations and managing external communications.

The ideal candidate should possess a J.D. with at least 10 years of relevant legal experience in investment management. The role is offered with a competitive salary range of $325,000 - $375,000 based on qualifications.

Bracebridge Capital, LLC in Boston is seeking a Deputy General Counsel to handle a variety of legal responsibilities related to investment management. The role involves advising on trading activities, preparing marketing materials, and managing portfolio transactions.

The ideal candidate should have a J.D. degree, a minimum of 10 years of relevant experience, and strong analytical and communication skills. The position offers a challenging environment within a collaborative culture.

LEW I S & ASSOCIATES is a leader in providing Legal and Administrative staffing services. We are a sole source staffing firm giving you convenient ways of working with us. We make every effort to ensure the highest degree of professionalism and integrity in the staffing process. We understand the demanding role of recruiting to source the highest level of legal professionals while incorporating proven, innovative, and successful recruiting techniques.

Our client represents leading global corporations, growth and middle-market companies, capital markets participants and entrepreneurs in every major industry group as well as public sector entities, educational institutions, philanthropic organizations and individuals. Their practice is a robust full market practice — cutting edge, complex and dynamic, at once regional, national and international in scope.

The firm embrace their core values. They believe in hiring collaborative, committed, and diverse teams; using state-of-the‑art technology; offering continuous professional development training; and promoting pro bono and diversity initiatives. Most importantly, they strive to cultivate an environment that celebrates talented legal professionals.

We seek associates with experience in the Investment Management industry, including experience in the Investment Company Act (’40 Act). The ideal candidate will have excellent analytical and writing skills.

We are also looking for associates with 6+ years of experience working with mutual funds in a law firm, in‑house or at a fund administrator or similar. The ideal candidate will have: extensive knowledge of mutual fund regulatory filings, including Form N-1A, proxy statements, N-CSR and related; demonstrated ability to lead a group of paralegals and junior and mid‑level associates in the large scale production of mutual fund registration statements, and other required fund filings; strong analytical ability; excellent communication and writing skills required.

Job ID:

Rockland Trust is a full‑service commercial bank and financial services company committed to helping our neighbors reach their financial goals. Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses throughout New England with a strong emphasis on personal relationships, local decision‑making, and community impact.

With a broad range of banking, wealth management, and investment solutions, Rockland Trust combines the resources of a growing financial institution with the personalized service of a community bank. Our long‑standing philosophy—Where Each Relationship Matters—guides how we work with our customers, colleagues, and communities every day.

At Rockland Trust, our employees are at the heart of our success. We foster a collaborative, inclusive, and values‑driven culture that encourages professional growth, innovation, and work‑life balance. We are deeply committed to community involvement, financial education, and creating a workplace where individuals can build meaningful, long‑term careers.

Rockland Trust’s Investment Management Group (IMG) is seeking a highly collaborative, client‑centric Portfolio Manager to join our growing wealth management team. This role is designed for an experienced investment professional who excels in serving high‑net‑worth individuals and families and values the impact of consistent, in‑person engagement to build trust, deepen relationships, and deliver exceptional outcomes.

As a key member of IMG, you will serve as the lead investment advisor for a portfolio of high-net‑worth clients, working closely with Relationship Managers and internal specialists to deliver customized, sophisticated investment strategies. A central focus of this role is maintaining a strong physical presence with clients—conducting regular in‑person meetings to review portfolios, discuss market developments, and evolve strategies in alignment with clients’ long‑term objectives.

This position blends advanced portfolio management expertise with a highly personalized, relationship‑driven approach, ensuring that each client benefits from thoughtful, proactive, and face‑to‑face engagement.

• Serve as the primary investment advisor for high‑net‑worth clients, delivering tailored portfolio strategies and ongoing investment guidance through regular in‑person meetings.
• Lead and participate in client meetings—both independently and alongside Relationship Managers—with a strong emphasis on in‑person portfolio reviews and relationship development.
• Build deep, trusted relationships with clients by maintaining a consistent on‑site presence and proactively engaging in discussions around performance, goals, and market conditions.
• Partner closely with Relationship Managers to deliver a seamless, team‑based client experience, supporting both ongoing relationships and new business development.
• Collaborate with internal financial planners, trust officers, private bankers, and other specialists to integrate investment strategies into comprehensive wealth plans.
• Design, implement, and actively manage customized portfolios aligned with client objectives, risk tolerance, tax considerations, and liquidity needs.
• Clearly communicate portfolio positioning, performance results, and market insights in a consultative, client‑friendly manner during live meetings and reviews.
• Participate in prospect meetings, presenting investment philosophy and capabilities with confidence and a client‑focused approach.
• Execute the firm’s investment philosophy through asset allocation, security selection, and manager due diligence across asset classes.
• Stay actively engaged in investment committee discussions, research initiatives, and portfolio strategy development.
• Ensure portfolios remain aligned with client mandates, internal policies, and regulatory requirements.
• Maintain detailed documentation of client interactions, portfolio decisions, and investment rationale.
• Contribute to continuous improvement in client experience, reporting standards, and investment processes.

• Experience: 5+ years of direct portfolio management experience serving high‑net‑worth clients, with a strong track record of managing discretionary portfolios and leading client relationships.
• Education: Bachelor’s degree in Finance, Economics, Business, or a related field required; MBA or advanced degree preferred.
• Credentials: CFA or CFP designation a plus; progress toward CFA or similar credential considered.
• Technical Skills: Experience with Bloomberg, FactSet, Morningstar, or similar investment platforms preferred.

• Exceptional interpersonal and presentation skills, particularly in face‑to‑face client settings
• Ability to translate complex investment concepts into clear, actionable insights
• Strong relationship management skills with a focus on trust, credibility, and long‑term partnership
• Deep analytical and portfolio construction expertise
• Collaborative, team‑oriented mindset

• Client‑first mentality with a commitment to fiduciary excellence
• Professional presence and confidence in leading in‑person client engagements
• Detail‑oriented, intellectually curious, and highly accountable
• High integrity and sound judgment

Our goal is to offer our colleagues the most generous benefits package possible. We provide a comprehensive suite of benefits designed to support your health, financial security, and overall, well‑being. Benefits include: competitive compensation with performance‑based incentive awards, health and dental insurance, a 401(k) and DC retirement plan, LTD and life insurance, paid vacation, day care reimbursement, tuition assistance for undergraduate and graduate programs, an award‑winning wellness program, and much more!

At Rockland Trust, you’ll find a respectful and inclusive environment where everyone has the opportunity to succeed. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Compensation for this role will be based on a variety of factors, including skills, experience, education, and internal equity. The salary range posted reflects the company’s good‑faith estimate of the range for this position at the time of posting. Actual compensation may vary. In addition to base salary, certain positions may be eligible for additional compensation, including commissions, incentive awards or stipends.

We are committed to providing reasonable accommodations to enable individuals with disabilities to perform the essential functions of their roles.

The Tax Center of Excellence (CoE) is tasked with managing global tax compliance for the organization's investment products, maintaining adherence to all relevant tax and regulatory authorities. The CoE also coordinates reclaim and relief at source operations for the global investment platform, oversees value added tax and financial transaction taxes across multiple international jurisdictions, offers guidance and technical tax support during new product launches, and administers withholding tax procedures for non-US clients. We are seeking someone with significant custody tax and/or tax advisory experience who can join us as the Vice President responsible for leading and developing a team overseeing such processes. This individual will set operational priorities, drive governance and continuous improvement, and ensure effective execution of day-to-day operations.

State Street Global Advisors, one of the largest asset managers in the world, partners with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.

• Support tax oversight for investment products globally to help ensure accurate, timely, and efficient tax outcomes for funds and investors.
• Proactively monitor tax legislative, regulatory, and/or administrative changes and cooperate closely with relevant stakeholders to maintain robust compliance posture amidst a changing regulatory landscape.
• Design, document, and implement operational controls to support accurate and timely tax compliance and reporting.
• Identify opportunities to streamline and standardize tax operations and lead process improvement initiatives from design through implementation.
• Conduct global tax research and prepare written communications on tax matters affecting funds (e.g., withholding tax and capital gains tax).
• Serve as a global tax resource for Investment Operations, Portfolio Management, Relationship Management, Sales, and Product Development.

• Demonstrated people‑management experience, including mentoring and developing direct reports.
• Experience with internal controls and process improvement.
• Excellent written and verbal communication, interpersonal, and organizational skills.
• Ability to propose process changes, build stakeholder alignment, and drive implementation.
• Ability to work independently and effectively manage competing priorities.

• Bachelor’s degree preferably in Accounting, but may consider Business, Finance, or a related field.
• Master’s in Taxation and/or public accounting firm experience preferred.
• 10+ years of relevant industry experience.
• Experience supporting products across the full lifecycle (launch, ongoing governance, and change management).
• Experience with digital assets and related investment products, including associated operational and tax considerations.

$110,000 – $188,750 Annual

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid‑time off including vacation, sick leave, short-term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.