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Keywords: Private Wealth Client Associate, Location: Boston, MA

Page: 2

Client Solutions Associate - Boston, MA (June 2026)

across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day...: Client Solutions Associates are core to FactSet's value proposition and important to promoting product usage and adoption...

Company: FactSet
Location: Boston, MA
Posted Date: 18 Sep 2025
Salary: $70000 - 76000 per year

Private Equity Fund Accounting and Administration, Vice President

all lower level staff (including Associate 1, Associate 2, Senior Staff, Officer and AVP). Managing client relationships...Who we are looking for We are looking for a Vice President (VP) for our Private Markets to service clients...

Company: State Street
Location: Boston, MA
Posted Date: 06 Dec 2025
Salary: $115000 - 205000 per year

Private Credit, Fund Accounting & Administration Vice President

all lower level staff (including Associate 1, Associate 2, Senior Staff, Officer and AVP). Managing client relationships...Who we are looking for We are looking for a Vice President (VP) for our Private Markets to service clients...

Company: State Street
Location: Boston, MA
Posted Date: 06 Dec 2025
Salary: $115000 - 182500 per year

Fund Accounting & Administration (Private Equity), Officer (Hybrid)

Fund and Private Equity managers within our Alternative Investment Solutions business group. Our PE team delivers.... This opportunity uniquely offers candidates the opportunity to service hybrid hedge and private equity products for industry leading...

Company: State Street
Location: Boston, MA
Posted Date: 17 Oct 2025
Salary: $70000 - 115000 per year

Private Equity, Fund Accounting & Administration, Officer

Fund and Private Equity managers within our Alternative Investment Solutions business group. Our PE team delivers.... This opportunity uniquely offers candidates the opportunity to service hybrid hedge and private equity products for industry leading...

Company: State Street
Location: Boston, MA
Posted Date: 17 Sep 2025
Salary: $65000 - 102500 per year

Fund Accountant - Associate 2

for a complex Private Equity/Credit Fund. Why this role is important to us This Associate 2 position is within the Private... financial reporting and day-to-day accounting and administrative support to one of the largest Open-Ended Private Equity Funds...

Company: State Street
Location: Boston, MA
Posted Date: 10 Dec 2025
Salary: $41600 - 66560 per year

Alternate Investment Services, Associate 2

Who we are looking for Work within the Private Equity and Real Assets Fund Services business unit of the State Street.... As an Associate 2 you will be responsible for the preparation, analysis and reporting of investment and fund performance data...

Company: State Street
Location: Boston, MA
Posted Date: 08 Nov 2025
Salary: $41600 - 66560 per year

Investment Associate, Multi-Manager Investment

they are and what they contribute. To learn more about CIBC, please visit About CIBC Private Wealth U.S. CIBC Private Wealth offers tailored... while supporting all aspects of private wealth portfolio management. How you'll succeed Manager Due Diligence Conduct extensive...

Company: CIBC
Location: Boston, MA
Posted Date: 07 Nov 2025
Salary: $70000 - 90000 per year

Asset Management - 55IP Platform Management Associate - Associate

Job Category: Business Support Job Description: Join Us at 55ip & Help the Wealth Management Industry Move Forward... Working at 55ip means standing at the intersection of finance and technology-and at the cutting- edge of wealth management...

Company: JPMorgan Chase
Location: Boston, MA
Posted Date: 15 Oct 2025

Legal Associate

and growth-oriented Legal Associate to work with our Legal teams primarily supporting Wellington Management’s U.S. Wealth... independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view...

Location: Boston, MA
Posted Date: 09 Oct 2025
Salary: $80000 per year

55ip - Enterprise Business Development Associate

/Veterans About the Team: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private...Job Category: Client Sales Job Description: Working at 55ip means standing at the intersection of finance...

Company: JPMorgan Chase
Location: Boston, MA
Posted Date: 05 Oct 2025

Portfolio Senior Associate

/Veterans About the Team: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private... is a plus. About 55ip 55ip is a financial technology company whose purpose is to break down barriers to financial progress. Wealth...

Company: JPMorgan Chase
Location: Boston, MA
Posted Date: 11 Dec 2025

Syndicated Loans Agency Operations Associate

is a Syndicated Loans Agency operations team for our client base, performing all operational tasks to support both the borrower... to work within the team administering the lending portfolios for our client base. The individual will be responsible for the...

Company: S&P Global
Posted Date: 21 Nov 2025
Salary: $45790 - 65000 per year

Credit Services, Vice President

of on and off-balance sheet investments. Our products include Private Markets – Subscription Finance, Private Credit, Real Money... teams across STT to identify and develop cross-sell opportunities and ensure client retention. Manage due diligence process...

Company: State Street
Location: Boston, MA
Posted Date: 20 Nov 2025
Salary: $120000 - 187500 per year

Tax Senior Manager, Core Tax Services

returns, which may include estates, trusts and charitable entities Manages client engagements, supervises and reviews work... of team staff members, work closely with clients as well as internal managers and partners Contributes to client satisfaction...

Company: BDO
Location: Boston, MA
Posted Date: 22 Sep 2025
Salary: $146000 - 200000 per year

Tax Senior Manager, Core Tax Services

returns, which may include estates, trusts and charitable entities Manages client engagements, supervises and reviews work... of team staff members, work closely with clients as well as internal managers and partners Contributes to client satisfaction...

Company: BDO
Location: Boston, MA
Posted Date: 21 Sep 2025
Salary: $146000 - 200000 per year