Project Manager with Asset Management

Candidates must have asset management experience and looking for candidates that have an understanding of tax efficient portfolios. Asset management of large ETFs, Mutual Funds, and institutional portfolios, not individual wealth management. Knowledge of Tax Efficient Portfolios (TEP)Experience of working in Front office portfolio rebalancing projectsKey Capabilities Essentials Asset management experience/knowledgeExpertise in eliciting, analysing, prioritising and validating requirements and b

Position: Senior Full Stack Technical Lead Location: Boston, MA (4 days in office, 1 work from home ) Duration: 6 months About the Role We are seeking an experienced and hands-on full stack developer lead to join our Asset Management Investment Technology in Boston. This role will play a critical part in modernizing and supporting core investment platforms, with a focus on scalable cloud-based architecture, full stack delivery and robust engineering practices. You will work across investment te

The BA should have experience working with agile methodologies. JIRA/Confluence experience great but those can be taught. Bachelor's degree or higher, or equivalent experience in a business or technology related field. 7+ years' experience in the financial services industry, supporting buy-side technology. Ideally, experience working within asset management. Strong technical skills including an intermediate level proficiency working with SQL and databases. Experience working with dif

Portfolio & Investment Performance Operations The Portfolio & Investment Performance Operations role is responsible for establishing financial practices and decision making on complex issues affecting the recordkeeping for trusts, annuities, and pooled income funds. This position understands and translates financial standards into controls that meet compliance requirements, has budget and performance accountability, guides key custodians, vendors, and other financial partners in assuring bookke