Boston Jobs’ Post

#hiring Director - Investment Administration, Boston, United States, $145K, fulltime #jobs #jobseekers #careers $145K #Bostonjobs #Massachusettsjobs #Administration Apply: https://lnkd.in/gWr33qHh The Opportunity This role is responsible for the administration of MassMutual's direct investments that support transactions initiated by MassMutual's Investment Management Portfolio Management team on behalf of MassMutual's General Investment Account.The Team The Investment Operations team supports the on-boarding and ongoing administration of our direct General Account investments. The portfolio is unique and sometimes complex, which offers candidates exposure to various investment teams and asset classes. The team is agile and works independently, yet collaboratively. All members are held accountable and are encouraged to grow in the role via education and industry participation. To be successful on this team, you must have a strong diligence, be able to multi-task, thrive in a fast-paced work environment, have strong interpersonal skills, and have a continuous improvement mindset.The ImpactThe Director of Investment Administration is a member of the Investment Operations Management team and is accountable for developing and maintaining efficient processes, considering sourcing and automation opportunities when possible; managing and overseeing a team of resources tasked with executing daily production functions; managing the day-to-day operations of our outsourcing providers; and is responsible for the training, coaching and development of the team.Identification of opportunities to increase the efficiency and effectiveness of function deliveryGrowing and leveraging relationships with internal, external, and cross-functional parties that are critical to the deal execution, funding, and ongoing monitoring of a multi-billion-dollar portfolio of deals initiated by MassMutual's Portfolio Management team.The current scope of this relationship management paradigm includes: Separate Account Mandates with a dozen+ unaffiliated asset managers with $35B in AUM that require significant coordination with the unaffiliated asset managers and internal MM stakeholders responsible for ingestion of trade and commitment data 150+ Private Equity limited partnership investments which includes relationships with the General Partner and Hamilton Lane, our third-party investment book of record vendor 300+ Direct Investments totaling $14B in funded commitments , a growing portfolio of Bonds, Loans and Equities that requires organizational skills and close collaboration with the deal Analysts.Support for other strategies, including facilitating funding, onboarding, and ongoing administration for MassMutual Ventures and MassMutual Impact Investing general investment account investmentsOverseeing a team of direct reports that manage the day-to-day functions that are required to support the MM direc

[Apply Now] Our #AffordableHousing volunteers would strongly encourage analysts with real-world, new build #AffordableRental & #WorkforceHousing development experience in Ontario to apply for this role at the Ontario Teachers' Pension Plan / Cadillac Fairview. In 2024, we need these kinds of organizations to ask the first-principles question = “How many new first-year teachers in Toronto would be able to rent any unit within one of the new #RealEstate developments we are planning in Toronto today..?” #WickedProblems #ESG #CorporateSocialResponsibilty #RealEstateFinance #UrbanDevelopment #CityBuilding

It's been an honor for me to navigate the ever-changing world of investments as a Senior Asset Manager at McKinley Investment Group LLC. A new chance to develop, learn, and adapt arises every day. I've made sustainable investing a major area of interest. Not only is it popular now, but it's also necessary if we want to match our financial objectives with constructive social influence. Being the head of a group of people dedicated to doing good and getting good results makes me proud. To further our goal, we are presently seeking motivated asset managers. Let's get in touch if you want to combine your work with your mission! 💬 What are your thoughts on sustainable investing? Share in the comments below! #AssetManagement #SustainableInvesting #CareerOpportunities #McKinleyInvestmentGroup #CalebCharles

Hiring an investment manager is not a once-off task; it is the beginning of an ongoing relationship that requires regular review and scrutiny. As financial markets and economic conditions evolve, so too must the strategies employed by investment managers. Regular monitoring of these strategies helps ensure that the manager continues to deliver on the investor’s objectives. Advisor Marise Reinach, CFP®elaborates. #investing #financialplanning

"Plenty to spare" ---> "Hunger Games" Big shakeup in CBRE's investment management business. Sign of a new cycle? CBRE announced earlier today that CBRE IM would have two CEOs going forward, pulling in a highly respected LP from GIC as the primary investment decision-maker and elevating an existing leader as the ops chief. Also, the firm's existing CIO (Kim Hourihan), who played a key role in the outperformance of CBRE's U.S. Core Partners Fund, will be 'pursuing opportunities outside the firm.' Will the real estate investment management world look back at this as a marker for when leadership changes switched from push-oriented (i.e., 'you're fired') to pull-oriented (i.e., lured by better opportunities)? With zero interest rates and falling cap rates, it's been relatively easy for investment managers to post wins over the last 20 years. But a much more competitive environment is taking shape. Fundraising over the last few cycles: "Plenty to spare" -- Steady capital inflows -- Everyone wins -- Friendly (ish) competition -- Room for small players -- Very few big losses -- Very few "star" portfolio managers Fundraising in the new cycle: "Hunger Games" -- Losses across the board -- Capital outflows -- Significant dispersion between winners and losers -- Big get bigger -- Legacy problems in every shop -- Big compensation for proven investment managers More to come on this over the next few days... Ps - Any guesses where the outgoing CIO will land?

Allocate is hiring an important new position for our growing investment and research team! Since late 2021, we have provided users curated opportunities in over 60 managers and co-investments. For manager opportunties, >30% have been emerging managers. Allocate users have deployed nearly $700MM into these opportunities. While the job spec is linked here, like any company, we have a particular set of traits that are incredibly important to us: You are curious and ambitious. With a constantly evolving investment landscape, you'll need a beginner's mindset and a relentless drive to innovate and build. Building a company to reshape private markets' operations requires a team of curious, ambitious people. You love building and nurturing relationships. Long-term, strategic relationships are critical to our success. You should enjoy building connections and nurturing our existing connections, emphasizing long-term value over a short-term transactional mindset. You should be skilled in empathetic communication and understand the importance of trust and reliability in business interactions. Critical Thinking. Critical thinking is indispensable in this role. You must analyze vast amounts of data to identify viable investment opportunities and potential risks. To succeed, you will have to use these quantitative and qualitative data points to form your own decision-making rubric. The ability to discern patterns, challenge assumptions, and propose well-reasoned arguments will set you apart and allow us to find the outlier opportunities that extend beyond brand names and to emerging managers. You are a great communicator. Effective communication is key to our success. You will represent Allocate in discussions with fund managers, investors, and industry peers, so the ability to articulate complex ideas clearly and persuasively is crucial. This role will require presenting to the investment committee, leading webinars, writing thought pieces, and interacting with clients of all types.  You are passionate about unlocking the true potential of the private markets. We look for a genuine passion for the private markets. You should believe in the power of these markets to create value and be motivated by the challenge of unlocking the full potential for investors. This passion should be evident daily in your desire to drive change and innovate within our sector. We are looking for someone who is not just fulfilling a role but is committed to significantly impacting how private markets operate and thrive.  If this is you, please apply at the link below!

"Almost nine in 10 asset managers (86%) admit that their default investment customer – the person they automatically target with their products – is a man. Nearly three quarters of asset managers (73%) believe the industry would engage more women if it had more female fund managers as role models. However, half revealed that only 10% or less of their fund managers or investment analysts are women." (Source: https://lnkd.in/eqDW8SgC) This time last year, I was deep in the world of asset management, working alongside a mostly male team. As a woman who hadn’t always feel included in financial spaces, it was natural for me to bring up considerations that might help other women feel seen, engaged, and invited into the conversation around investing. I wanted women to see themselves in the funds and models we created, and to recognize that financial security and growth are for them, too. (Shout out to Perth Tolle who is holding this standard high!!) Still, here’s what’s tough to accept: ➡️ Despite so much data showing the potential impact of engaging women investors, there’s still a lack of progress on actually doing it. ➡️ Women's voices aren’t being heard more; instead, they're often seen as a threat to the status quo which has "always worked" ➡️ Women's needs aren’t driving product design; they're still often sidelined because the personal financial professional industry is still mostly male, so the net seemingly casts "wider" when focused on men This year, I'm back on the client-facing side, primarily serving women 40+ who often tell me they felt ignored by financial institutions for most of their lives. And they’re right—so little has changed. I don’t want men to feel less included; I just want women to feel equally included. I don’t want men’s ideas to be pushed aside; I just want women’s ideas to have a seat at the table. I don’t want men to feel like they belong less—I just want women to feel like they belong more. Here’s how I’d love to see the industry move forward: 🔹 Increase representation: The path forward has to include more women in leadership roles and decision-making positions in finance. 🔹 Rethink who the default customer is: Asset management teams need to move beyond “default male” perspectives and consider the unique financial goals and challenges women face. 🔹 Create products that resonate: Design investment products that reflect women’s priorities and that they can envision using in their financial lives. The financial industry is better when it's diverse, inclusive, and focused on all its potential clients, not just half. If you're passionate about this too, let's connect and talk about how we can create change together. 🤝 #WomenInFinance #InclusionInFinance #FinancialPlanning #Investing

Last week I summarised the investment specialist role in asset management: a bridge between portfolio managers, distribution teams and clients. Here are three of the most important parts of the job: Know your stuff: an IS needs to understand their area in detail. That means market dynamics and product knowledge. Clients should feel like they’re getting direct access to the investment team and process. Tell the story. It’s no good just knowing what’s going on. An IS has to get out and communicate it. Clients need clarity on how we are managing their money, and distribution teams need to know the key messages of the day. Build the business. Markets don’t stand still and client demands evolve. We need to stay on top of that to stay relevant. As specialists with equal exposure to clients and investment teams, we’re well-placed to represent them both in the product development process, ultimately driving innovation. There’s much more to cover, so feel free to add to the above! #assetmanagement #investing #careers 📸 image taken on a stroll this week to catch a rare gap in the clouds. Anyone name the bridge?

Interesting read about the proliferation of family offices in recent years and the driving forces behind that. In the Bay Area, we have seen significant growth in this space, and subsequent hiring. Family office roles appeal to finance and accounting professionals looking to leave the traditional PE, venture, or asset management firm structure. #FamilyOffices #BayArea #Finance #BusinessGrowth

🚀 Ready to elevate your investment experience? Do you want to dive into the world of global investment cycles in emerging markets? We are looking for an Investment Manager to join our Financial Inclusion team. 🌍   ▪ Manage investments from screening to negotiation ▪ Work with ESG, impact and legal experts ▪ Drive portfolio growth and sustainable impact   ...and much more.    If you are up to this challenge, read more and apply below! 👇 #Swedfund #InvestmentManager #SustainableInvestments #FinancialInclusion #Job #Opening