79 Investment Management jobs in Boston

Investment Management Project Manager

Full-Time

Boston, MA or Springfield, MA

The Opportunity

The newly announced Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO’s mission to increase the value impact of change efforts across MassMutual’s corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity.

The Team

This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution.

The Impact:

As the Investment Management Project Manager, you will:

• Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding
• Develop and maintain required Detailed Planning artifacts and manage plan execution
• Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals
• Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process
• Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning
• Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment
• Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity
• Drives continuous improvement and efficiencies beyond own scope of responsibility
• Accountable for meeting all business requirements from development through implementation

The Minimum Qualifications

• Bachelor's degree or equivalent experience and expertise
• 8+ years of project management experience
• 1+ years of experience in project management software including but not limited to MS Project and Jira

The Ideal Qualifications

• 10+ years of project management experience, 5+ within a PMO
• 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process.
• Proven success in delivering complex long-term projects on time, within budget, and to scope
• Project Management Professional (PMP) certification or equivalent
• Strong understanding of project management methodologies i.e. Agile or Waterfall
• Excellent communication (written and verbal) and interpersonal skills

What to Expect as Part of MassMutual and the Team

• Regular meetings with the portfolio sponsor
• Focused one-on-one meetings with your manager
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
• Access to learning content on Degreed and other informational platforms
• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-DM2

#CFPMO

We are actively seeking candidates for a Client Service Representative position with a leading Investment Management firm based in Boston, MA . In this role, the Client Service Representative will leverage strong client relationship skills to handle a wide range of financial and non-financial transaction inquiries, both routine and complex.

The ideal candidate will possess outstanding communication and interpersonal abilities, a keen attention to detail, and excellent organizational skills.

This role is a 3-6+ month contract to hire opportunity, paying $21/hour.

• Respond to inbound calls from existing and prospective clients, delivering exceptional customer service
• Process a wide range of routine and complex financial and non-financial transactions with accuracy
• Address and resolve basic

Investment Management Project Manager

Full-Time

Boston, MA or Springfield, MA

The Opportunity

The newly announced Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of projects while using the definedproject management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMOs mission to increase the value impact of change efforts across MassMutuals corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity.

The Team

This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution.

The Impact:

As the Investment Management Project Manager, you will:

• Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding
• Develop and maintain required Detailed Planning artifacts and manage plan execution
• Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals
• Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process
• Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning
• Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment
• Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity
• Drives continuous improvement and efficiencies beyond own scope of responsibility
• Accountable for meeting all business requirements from development through implementation

The Minimum Qualifications

• Bachelor's degree or equivalent experience and expertise
• 8+ years of project management experience
• 1+ years of experience in project management software including but not limited to MS Project and Jira

The Ideal Qualifications

• 10+ years of projectmanagement experience, 5+ within a PMO
• 8+ years of experience leading projectsimpacting core Investment Management and Capital Market systems and business process.
• Proven success in delivering complex long-term projects on time, within budget, and to scope
• Project Management Professional (PMP)certification or equivalent
• Strong understanding of project management methodologies i.e. Agile or Waterfall
• Excellent communication (written and verbal) and interpersonal skills

What to Expect as Part of MassMutual and the Team

• Regular meetings with the portfolio sponsor
• Focused one-on-one meetings with your manager
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
• Access to learning content on Degreed and other informational platforms
• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-DM2

#CFPMO

• Respond effectively to the diverse perspectives, needs, and feelings of others.
• Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
• Use critical thinking to break down complex concepts.
• Understand the broader objectives of your project or role and how your work fits into the overall strategy.
• Develop a deeper understanding of the business context and how it is changing.
• Use reflection to develop self awareness, enhance strengths and address development areas.
• Interpret data to inform insights and recommendations.
• Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

Charitable Asset Management group is celebrating its 40th anniversary in 2024. We oversee $3 Billion of charitable assets for over 200 non-profit clients. We are a leading provider of asset management, administration, and tax services for charitable planned giving programs. These programs provide individuals with a way to donate to a charity, receive income from that donation while they are alive, and then ultimately leave something for the charity upon their death or the death of their assigned successor beneficiary(s). This specialized group at SSGA provides all the resources needed for a nonprofit to build a successful planned gift program. This position would provide you with a rare opportunity to join a specialized investment and administrative unit within State Street Investment Management.RESPONSIBILITIES:You are responsible for running a book of non-profit clients for their planned giving programYou will handle new gifts, on-going administration, periodic reporting, terminationsYou will work closely with the tax team, investment management team and

Global Cash Management: Lead Repo Trader / Senior Portfolio Manager (VP) - Boston

We are currently looking to hire a talented and highly motivated candidate to join our Global Cash Management team. You will join our business in a dual role as Lead Repo Trader and Senior Portfolio Manager, responsible for the daily management and coordination of our US Repo trading activities as well as managing securities lending cash collateral accounts in our Boston location. It is a complex role, offering an opportunity to be a part of a core business unit within a fast-paced environment. We are looking for applicants with an undergraduate and/or graduate degree in business, economics, or finance, CFA designation is a plus, who have at least 10 years of relevant experience in Cash portfolio management. The ideal employee has excellent analytical skills; communicates ideas clearly and expertly, both verbally and in writing; is able to work in an unstructured environment under tight deadlines; enjoys working in a team environment; demonstrates integrity and inspires trust and confidence in others.

JOB SCOPE:

Responsibilities for Lead Repo Trader and Senior Portfolio Manager include, but are not limited to:

• Dual role: Coordinate and trade multibillion-dollar repo activities for the US desk as well as manage securities lending cash portfolios based in Boston.
• Specific responsibilities for leading and managing the USD repo book:
  • Primarily coordinate and execute repo transactions, from overnight to term tenor, secured by traditional and alternative collateral types.
  • Manage dealer relationships, regulatory bodies (FICC, FRBNY, SEC, Treasury), rating agencies, and various external participants.
  • Meticulous management of legal documentation, collateral schedule, and fund guidelines with tri-party custodian, repo counterparties, internal governance (risk, compliance, and legal), and securities lending team, if applicable.
  • Manage pricing, collateral haircuts, and collateral balances with dealers daily.
  • Work with repo counterparties to onboard accounts for trading.
  • Manage counterparty and collateral risk management.
  • Provide funding costs and investment opportunities to portfolio managers and consider relative value versus rates/credit.
• Ensure effective management of client portfolios in line with their respective investment objectives, guidelines and restrictions
• Ensure that the cash strategy funds operate in compliance with internal and external regulations and procedures are followed.
• Communicate regularly and clearly investment philosophy, process, and performance internally and externally.
• Assist management with defining strategy and market opportunities, maintaining client relationships, business development and marketing.

MINIMUM REQUIREMENTS:

• Bachelor in Banking/Business/Economics/Finance from a recognized university or college
• Advanced Degree/CFA a plus
• At least 10 years of meaningful working experience
• Strong social and interpersonal skills
• Able to work in a demanding environment and handle pressure
• Meticulous, resourceful and critical individual
• Proficient in Microsoft Office applications, Bloomberg

Across the world, institutional investors rely on us to help them handle risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are critical to our continued success.

Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our values. Its also part of our dedication to inclusion, development and engagement, and corporate social responsibility. Youll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us.

State Street is an Affirmative Action/ Equal Opportunity Employer/Vet/Disability.

About State Street Investment Management

What We Do. As the asset management arm of State Street Corporation, State Street Investment Management has served the worlds governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the worlds largest asset managers with trillions of dollars under our care.

Our Mission . At State Street Investment Management our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. Youll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Company: State Street Investment Management

Salary Range:

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Job Application Disclosure:

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.

End Date: August 31, 2025

• Manage the full lifecycle recruiting process, including sourcing, screening, interviewing, and offer generation for retail wealth talent.
• Attend career fairs, college events, and industry conferences to build a strong pipeline of candidates and represent Voya.
• Collaborate and consult with hiring managers to identify and understand their talent needs, focusing on attracting top and inclusive talent.
• Leverage tech and social media platforms for branding, sourcing talent, and gathering market data. (LinkedIn, etc.)
• Develop and maintain a robust network within the financial advisor and financial consultant career area to leverage for recruitment purposes.
• Ensure compliance with federal and licensing regulations related to recruitment in the financial services industry.
• Utilize Workday for managing recruitment processes and maintaining accurate and complete candidate records.
• Conduct thorough evaluations of candidate qualifications and fit for role requirements, with a keen understanding of the retail wealth industry.

• Bachelor's degree preferred; relevant experience may be considered in lieu of degree.
• 3-5 years of recruiting experience, preferably within financial services or retail wealth.
• Strong knowledge of financial products and services, particularly in the wealth management space.
• Proven ability to build relationships and communicate effectively with candidates, hiring managers, and stakeholders.
• Experience in finance actuarial license sales is strongly preferred.
• Familiarity with federal regulations and licensing requirements in the financial services industry. (FINRA, CFA, CFP)
• Proficient in using technology such as Workday (preferred) or similar systems to streamline recruiting processes.

• Strong communication skills, both written and verbal.
• Excellent organizational and time management skills.
• High level of professionalism and ability to handle sensitive information.
• Strong interpersonal skills with a knack for building rapport with candidates and team members.
• Ability to work effectively in a fast-paced environment and adapt to changing needs.

• Health, dental, vision and life insurance plans
• 401(k) Savings plan - with generous company matching contributions (up to 6%)
• Voya Retirement Plan - employer paid cash balance retirement plan (4%)
• Tuition reimbursement up to 5,250/year
• Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
• Paid volunteer time - 40 hours per calendar year

• Customer Focused : Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Critical Thinking : Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
• Team Mentality : Partnering effectively to drive our culture and execute on our common goals.
• Business Acumen : Appreciation and understanding of the financial services industry in order to make sound business decisions.
• Learning Agility : Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

• Perform the planning and scoping for audits for the LOB by preparing process flows/narratives of major processes within the areas being audited to ensure proper identification of risks, key controls, and the development of appropriate testing strategies
• Ensure adequate audit testing of key controls in the LOB by:
  
  • Developing the audit program
  • Performing and documenting testing of key controls
  • Reviewing audit testing performed by other team members
  • Reviewing and/or preparing audit issues if exceptions are identified
  • Reviewing and/or preparing draft audit reports
• Discuss audit recommendations and reports for the LOB with Voya management
• Monitor the client's progress/resolution efforts of issues in the LOB and follow up with management to ensure that unresolved control matters are being addressed
• Perform business review activities as well as assist with special projects as assigned by management
• Lead with passion and clarity while collaborating with peers to achieve team objectives
• Responsible for personal and team development through enhancement of business knowledge, professional skills, and contribution to the audit performance evaluation process
• Ability to travel as needed to locations across US potentially

• A minimum of a Bachelor's degree with a major/minor or emphasis in Accounting, Finance and/or Business is required.
• Advanced degree (MBA) and/or professional certification (CPA, CFA, CIA, CISA, etc.) is desirable.
• 5+ years of relevant work experience within the broker dealer, investment advisory, asset management industries. Relevant experience in a public accounting, consulting or internal audit environment will be strongly considered.
• Knowledge of broker dealer operations and compliance matters (FINRA, SEC) highly preferred.
• Knowledge and experience with product offerings within the Wealth Management industry such as mutual funds, exchange-traded funds, alternative investments, IRAs, annuities, and financial planning services preferred.
• Knowledge of internal controls, business and IT processes, and IIA standards.
• Knowledge and understanding of Accounting/Financial Risk, Market & Credit Risk, IT Risk and Regulatory/Compliance Risk.
• Experience with data analysis (e.g., Power BI, Tableau) and AI/GenAI/Agentic AI tools (e.g. Copilot) preferred.
• Excellent organizational, project management, problem solving, communication and interpersonal skills.
• Ability to work independently and collaboratively while managing multiple priorities in a fast-paced environment.

• Health, dental, vision and life insurance plans
• 401(k) Savings plan - with generous company matching contributions (up to 6%)
• Voya Retirement Plan - employer paid cash balance retirement plan (4%)
• Tuition reimbursement up to 5,250/year
• Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
• Paid volunteer time - 40 hours per calendar year

• Customer Focused : Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Critical Thinking : Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
• Team Mentality : Partnering effectively to drive our culture and execute on our common goals.
• Business Acumen : Appreciation and understanding of the financial services industry in order to make sound business decisions.
• Learning Agility : Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

• Proactively manage the tax planning process with the client and advisory team to optimize the wealth management goals of the client/family.
• Manage and review tax returns of individual or trust tax clients including federal, foreign, state and local tax returns, estimated payments and extensions, and Federal and State tax audits.
• Involvement in estate planning and wealth