Investment Manager Salary in Massachusetts, USA

DescriptionAbout A&MCompanies, investors and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.With over 9,000 people across six continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage A&M's restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients what's really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth. Global Transaction Advisory Group (TAG) TAG is a subsidiary of A&M, an established leader in providing global leadership and advisory services to a variety of diverse industries. TAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, ESG advisory and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world.A&M's Transaction Advisory Group has an exciting opportunity to join a growing team in New York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles and San Francisco.We are seeking a Manager to bring their energy, passion, and expertise to help our clients get the answers they need to the get the deal done. We provide private equity and corporate clients buy side and sell side financial accounting due diligence. TAG professionals actively engage in assessing a target's quality of earning, analyzing cash flows, reviewing working capital, identifying key business drivers, reviewing forecasts, and conducting comprehensive discussions with management and their advisors.What will you be doing?As a Manager, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services as well as healthcare, software & technology, energy and financial services. You will provide our clients with an integrated due diligence approach that goes beyond traditional quality of earning analyses and focus on key value drivers for sponsors and lenders. Our integrated due diligence approach combines our deep operational, functional and industry expertise with Big Four quality financial accounting and tax services to drive value throughout the investment lifecycle.Responsibilities will include: Counsel and mentor Associates and Senior Associates.Manage and prioritize team responsibilities and proactively consult with Managing Directors and senior members of the team as appropriate.Maintain and update the budget and fee analysis as appropriate.Manage multiple chargeable and non-chargeable projects of varying size and complexity.Review and evaluate project databooks prepared by team members.Generate a full due diligence report.Lead the Quality of Earnings, P&L and Working Capital analyses.Communicate regularly with clients regarding engagement matters (e.g., billing, status updates, preparation of scope of procedures, scope changes, request lists) .Effectively manage day-to-day client interaction and relationships.Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.Proactively recruit, train, and develop Associate and Senior Associates, including teaching training classes as applicable.Gather applicable conflict check information and coordinates with Managing Directors to set up engagement codes and other engagement requirements.Assist Managing Directors and Senior Director in sales and business development efforts. Who will you be working with? We are not a typical consulting firm. We are a group of entrepreneurial accounting professionals who embody the A&M Core Values - integrity, quality, objectivity, fun, personal reward, and inclusive diversity while delivering a tailored and scalable approach to working with private equity, hedge fund, and corporate clients. We present you with opportunities, not a playbook, and we reward you based on performance, not your tenure. How will you grow and be supported? As a demonstration of A&M's strong commitment to its people, we offer benefits to support your career, personal and professional developments. This includes performance-based career progression and promotion process, high quality practice-wide training programs, a global mobility program, rotation opportunities in other practice areas, employee resource groups, and a health and wellness program. Click here to learn about our commitment to your well-being. A&M recognizes that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities. Click here to learn more about why A&M is a great place to work. Qualifications: A minimum of 5-8 years of audit and financial accounting due diligence experience at a top accounting firm Bachelor's or Master's degree in Accounting and/or related major Certified Public Accountant (CPA) or in the process of obtaining one Working knowledge of US GAAP and SEC reporting High proficiency in Excel and PowerPoint Excellent interpersonal and communication skills Strong project management skills Flexibility to work as both a team member in a collaborative setting and as an individual contributor Ability to thrive and be effective in fast-paced settings The base salary is $160,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Click here for more information regarding A&M's benefits programs.Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.#LI-JL1

DescriptionAlvarez & Marsal Private Equity Performance ImprovementManager, Procurement & Sourcing, Direct Materials Resins(OPEN TO ALL U.S. LOCATIONS) Alvarez & Marsal, a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services, is seeking to expand its Private Equity Performance Improvement (PEPI) team in various locations throughout the U.S. With more than 8,500 professionals based in 40 locations across North America, Europe, Asia, and Latin America, our firm excels in problem solving and value creation. Drawing on a strong operational heritage and hands-on-approach, our professionals work closely with organizations and stakeholders to help tackle complex business issues and maximize value.A&Ms Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving middle market and large cap private equity firms who have engaged A&M to help improve operating results at their portfolio companies.Our professionals are aligned with a PEPI service line to promote the development of deep functional skills & experiences and to maximize our ability to tailor solutions to solve our clients' business issues.Our PEPI services include:Supply ChainRapid ResultsManufacturing Operations ImprovementPre-Acquisition OperationsInterim ManagementM&A ServicesCFO ServicesA&Ms Supply Chain Operations professionals assist our clients in analyzing each part of the supply chain process including: Procurement and Sourcing, Production, Logistics, Distribution and Sales, Inventory and Operations Planning (SI&OP) to identify value creation opportunities, develop a roadmap to accelerate those opportunities and assist with driving them to our clients bottom line. From our thorough fact-based analysis, we assess the state of operations, identify key risks to investment and quantify potential EBITDA improvement plans.The PEPI Supply Chain group is a growing business with high growth projected throughout the next two to four years. We offer excellent opportunities for career advancement and building leadership skills. The leadership team is focused on providing development opportunities, training and exposure to international and domestic business assignments. Professional experience: We are seeking individuals with significant Direct Materials - Resins and industry experience that can lead and deliver project work streams for complex client engagements working closely with Private Equity teams to identify, design, and implement creative business solutions for their portfolio companies. Individuals can be experienced consultants or mid / senior level industry professionals that can shift to working in a consulting environment. Manager level to be determined based on level of experience and qualifications.Managers lead the following types of workstreams and may be asked to both conduct analysis as well as lead teams to deliver results:Conduct a rapid assessment of the client (organization, supplier spend, supply chain, etc.) to develop a list of prioritized opportunities and improvement actionsGain a comprehensive understanding of a clients procurement organization and strategic sourcing capabilitiesDevelop and implement sourcing strategies to meet growth and financial objectives through effective integration with forecasting, demand/supply planning, inventory management, and distribution & logisticsDevelop and manage efforts in sourcing and procurementLead supplier identification, approval, contract/pricing negotiations and vendor relationsDevelop implementation plans to drive proposed changes in procurement and sourcing initiativesEffectively perform analysis and/or lead teams to conduct analysis depending on project scope Professional skills: Strong written, oral, and analytical skillsStrong listening skills to distinguish true client needs and influence sustainable outcomesStrong Excel (emphasis on modeling) and PowerPoint skills (distilling complicated issues for executive presence)Excellent business and financial acumen to apply supply chain/operations improvement to financial economicsAbility to calmly and quickly work with clients that are under significant deal related time pressure or financial stress, transformation, restructuring, M&A ActivityStructured project management (time, team and work-stream management)Initiative and driveCritical thinking skillsAbility to deliver time-pressured projects on-time and on-qualityFlexible and creative thinkingClient relationship buildingExcellent presentation skillsStrong analytic skills related to working with unstructured, disparate datasets Qualifications: 8 -12 plus years combined consulting and/or industry operating experienceDeep industry expertise in resins and polymers including roles in sourcing / supply chain, managing a diverse set of resin and polymer sub-categories Deep understanding of resin and polymer supply base, cost drivers, market dynamics, and cost management/reduction strategies Preference for career history including industry roles in Sourcing and Procurement functions within Manufacturing companiesPrevious advisory experience from a top-tier performance improvement focused consulting firm a plusFunctional knowledge in Supply Chain, Procurement, Operations or Manufacturing, Distribution and Logistics, Inventory management and related processesExperience working for or with private equity sponsors and portfolio companies.Demonstrated track record of leading sustainable high-impact strategic sourcing approachesExemplary experience designing end-to-end procurement strategiesExcellent fact-gathering and analytical skills, including business process mapping and quantitative analysisFlexibility to travel up to 80% of the timeThe salary range is $125,000 - $190,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.#LI-JB1

Job DescriptionAbout Thermo Fisher Scientific:Thermo Fisher Scientific is the world leader in serving science. Our Mission is our Purpose: We enable our customers to make the world healthier, cleaner and safer. With our outstanding financial performance, leading market positions and significant investment in innovation, we give our people the resources and opportunities to make meaningful contributions to the world.Thermo Fisher has consistently delivered exceptional financial performance. We have committed to high single digit long-term organic revenue growth further enhanced by acquisitions. Pharma and Biotech represents over half of our revenues. Our other customers are Academic & Government, Diagnostics & Healthcare and Industrial. Each are strong and durable end markets with very attractive global growth.How will you make an impact?The Manager of Specialty Diagnostics Strategy will support long term strategy development efforts by facilitating the identification of growth drivers and challenges. The Manager will work in partnership with colleagues across the Specialty Diagnostics Group (SDG), or as an individual contributor, to support, help implement, and track key strategic projects. The Manager, reporting to the Sr. Director of Specialty Diagnostics Strategy, will provide thought leadership and project management on a broad range of topics affecting SDG, including analysis in support of new business initiatives (both organic and M&A related) and cross-divisional projects that seek to demonstrate the scale and depth of Thermo Fisher Scientific. It is important that this person is able to build rapport, credibility, trust, and respect throughout the organization, be viewed as a standout colleague, and can work effectively under pressure and with tight deadlines.What will you do?Support the strategic planning process, help lead specific strategy initiatives across the business, and facilitate cross-functional and cross-business projectsSupport strategy development across SDG by working in partnership with division and corporate managementSupport strategic planning process including Board presentationsProvide project management support, objective analysis and decision support on 'special projects' as necessaryPerform competitive and market analysis for key strategic and M&A diligence projects and draw insights and implications for the business. Present findings and recommendations as appropriateIdentify, define, and articulate industry, market, and emerging trends and how they may affect the Specialty Diagnostics businessEvaluate white space opportunities for possible expansionEvaluate market and competitive dynamics as part of M&A diligence projectsAct as liaison for relevant initiatives, and help develop and track implementation plans to ensure the right level of focusHow will you get here?Bachelor's degree required2+ years of relevant professional experience, including broad-based experience in strategy consulting, corporate strategy and market/financial analysis; at least 1-22 years experience at a top management consulting firm preferredExcellent critical thinking, project management, analytical, communication, presentation skillsReady to 'roll your sleeves up' and work with details as well as the big pictureHigh level of intellectual curiosity combined with a 'results-driven' attitude and high EQHighly self-motivated with ability to lead and prioritize multiple projects and initiativesRelevant life science industry experience preferred but not requiredEEO/Reasonable Accommodation:Thermo Fisher Scientific is an EEO/Affirmative Action Employer and does not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other legally protected status. We will ensure that individuals with disabilities are provided a reasonable accommodation to participate in the job application or interview process, to perform critical job functions, and to receive other benefits and privileges of employment. Please contact us to request an accommodation.

The Role:Moderna is seeking a Manager, Global Commercial & Medical - FP&A to join our rapidly growing organization. This role is pivotal in supporting the analytics and processes of the Commercial & Medical functions as we continue to commercialize Spikevax and prepare to launch up to 22 products by 2028. Reporting to the Director of FP&A - Commercial & Medical, this position will focus on establishing robust performance management analyses, tools, governance, and broader FP&A transformation initiatives. Located in a fast-paced and complex environment, this role demands a candidate who can confidently navigate ambiguities and drive results, supporting Moderna's mission to harness mRNA science for creating transformative medicines. The position is based in our new state-of-the-art LEED certified headquarters in Cambridge, MA and is onsite 70% of the time with flexibility to work from home up to 30% of the time.Here's What You'll Do (Integrated with Moderna Mindsets):Financial Planning/Decision Analysis:Lead finance business partnering for global cost center owners managing ~$150M of annual spend. Embrace act with urgency to ensure efficient use of resources and support the company's ambitious growth targets.Drive functional decision making and process improvements, using a pivot fearlessly mindset to adapt and optimize financial operations in response to evolving business needs.Support and manage financial planning deliverables including quarterly forecasting and budgeting, embodying the obsess over learning approach to continuously refine financial strategies based on past performance and future expectations.Enhance business partnering to drive cross-functional transparency and efficiency, demonstrating remove viscosity to streamline communication and data flow among departments.Support month-end close processes and manage invoicing, PO activity, data structure, and reporting, ensuring compliance and accuracy as part of our behave like owners commitment.Partner with the broader finance team to develop and implement an ROI training program for the Commercial function, fostering a push past possible attitude by empowering teams to assess and act on investments with significant returns and strategic value.Identify, evaluate, and implement advanced analytical tools and systems, applying a digitize everywhere possible mindset to enhance financial planning and reporting capabilities.Continuous Process Improvement:Continuously assess and improve FP&A processes to increase efficiency, reduce cycle times, and enhance the quality of financial analysis, showcasing question convention to challenge existing practices and drive innovation within the Commercial & Medical functions.Perform ad-hoc analyses that support business decision making and process/system improvement initiatives, demonstrating a proactive and strategic approach consistent with Moderna's act with dynamic range ethos.Here's What You'll Bring to the Table:Basic QualificationsBachelor's degree required5+ years of experience in related field, including financial planning & analysis, or financial operations rolesExperience with advanced analytical platforms and visualization toolsPreferred QualificationsMBA or advanced degree helpful, but not requiredPrior FP&A experience in global biotech/pharmaceutical industry a plusStrong organizational skills and attention to detail; willingness to "roll-up the sleeves"Excellent problem solving and analytical skills; highly proficient in Excel based modelingStrong communication skills (both written and oral)Experience with tier 1 ERP systems (e.g. SAP, Oracle) and planning and reporting tools preferredExceptional attitude, attention to detail and ability to motivate teams to do the same.Understanding of operational dynamics and the external environment.A desire to make an impact as part of a high-growth, transformational company that is Bold, Relentless, Curious, and Collaborative.Moderna is pleased to provide you and your family with a comprehensive and innovative suite of benefits, including:Highly competitive and inclusive medical, dental and vision coverage optionsFlexible Spending Accounts for medical expenses and dependent care expensesLifestyle Spending Account funds to help you engage in personal enrichment and self-care activitiesFamily care benefits, including subsidized back-up care options and on-demand tutoringFree premium access to fitness, nutrition, and mindfulness classes Exclusive preferred pricing on Peloton fitness equipmentAdoption and family-planning benefitsDedicated care coordination support for our LGBTQ+ communityGenerous paid time off, including:• Vacation, sick time and holidays• Volunteer time to participate within your community• Discretionary year-end shutdown• Paid sabbatical after 5 years; every 3 years thereafterGenerous Paid Leave offerings, including 18 weeks of 100% paid parental leave for all new parents 401k match and Financial Planning toolsModerna-paid Life, LTD and STD insurance coverages, as well as voluntary benefit optionsComplimentary concierge service including home services research, travel booking, and entertainment requestsFree parking or subsidized commuter passesLocation-specific perks and extras! About ModernaSince our founding in 2010, we have aspired to build the leading mRNA technology platform, the infrastructure to reimagine how medicines are created and delivered, and a world-class team. We believe in giving our people a platform to change medicine and an opportunity to change the world. By living our mission, values, and mindsets every day, our people are the driving force behind our scientific progress and our culture. Together, we are creating a culture of belonging and building an organization that cares deeply for our patients, our employees, the environment, and our communities.We are proud to have been recognized as a Science Magazine Top Biopharma Employer, a Fast Company Best Workplace for Innovators, and a Great Place to Work in the U.S.As we build our company, we have always believed an in-person culture is critical to our success. Moderna champions the significant benefits of in-office collaboration by embracing a 70/30 work model. This 70% in-office structure helps to foster a culture rich in innovation, teamwork, and direct mentorship. Join us in shaping a world where every interaction is an opportunity to learn, contribute and make a meaningful impact.If you want to make a difference and join a team that is changing the future of medicine, we invite you to visit modernatx.com/careers to learn more about our current opportunities.Moderna is a smoke-free, alcohol-free and drug-free work environment.Moderna is a place where everyone can grow. If you meet the Basic Qualifications for the role and you would be excited to contribute to our mission every day, please apply!Moderna is proud to be an equal opportunity workplace and is an affirmative action employer.Moderna is committed to equal employment opportunity and non-discrimination for all employees and qualified applicants without regard to a person's race, color, sex, gender identity or expression, age, religion, national origin, ancestry or citizenship, ethnicity, disability, military or protected veteran status, genetic information, sexual orientation, marital or familial status, or any other personal characteristic protected under applicable law. Moderna is an E-Verify Employer in the United States. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.Belonging, Inclusion, and Diversity are critical to the success of our company and our impact on society. We're focused on attracting, retaining, developing, and advancing our employees and believe that by cultivating diverse experiences, backgrounds, and ideas, we can provide an environment where every employee is able to contribute their best.Moderna is committed to offering reasonable accommodations to qualified job applicants with disabilities. Any applicant requiring an accommodation in connection with the hiring process and/or to perform the essential functions of the position for which the applicant has applied should contact the Accommodations team at [email protected]. (EEO/AAP Employer) #LI-DP1-

About UsWellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.About the RoleHEDGE FUND INVESTOR RELATIONSThe Hedge Fund Investor Relations group at Wellington Management works closely with investment teams, relationship teams, and business colleagues across the firm to support our clients' investment needs. The investors that the team works with are specialized in alternative investments, including hedge funds, venture capital, private equity, and private credit. By virtue of this specialization, the investors span a wide range of disciplines, asset classes, geographies, industries, and styles. The product management function has three main objectives:PRODUCT DEVELOPMENT AND MARKETINGContributing to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. INVESTMENT INTEGRITY AND RISK MANAGEMENTActing as an independent advisor to ensure the integrity of the investment and risk management processes, as well as consistency with client parameters and objectives, conducting regular product risk and performance attributions reviews, and contributing to formal, investment review group processesBUSINESS MANAGEMENT Contributing to business management, including managing risk, capacity, pricing, and guidelines, leading the resolution of internal business challenges, and collaborating on product management business to share investment integrity, marketing and product development best practices.ROLE AND RESPONSIBILITIESThe Hedge Fund Investment Specialist will work as part of one or more product coverage teams, led by an Investment Director. The primary focus of the role is to provide analytical leverage to the team as well as be a point of contact for a variety of internal constituents regarding inquiries about the investment teams and products under coverage. Over time, the Investment Specialist may also increasingly represent products externally to clients, prospects, and consultants.Responsibilities include performing analyses related to portfolio positioning, performance and risk, market trends, competitive positioning, and pricing Additional responsibilities may include creation and maintenance of marketing and client materials, review of RFPs, responses to client questions, automation of workflow, and collaboration on the development of client solutions and new investment approaches. QUALIFICATIONS Success in the role requires a demonstrated interest in investment topics and passion for learning, as well as strong analytical skills. A positive, collegial attitude and high level of professionalism are essential, as are creativity, initiative and the ability to thrive in a fast-paced, team-oriented environment with tight deadlines.Further qualifications include:* At least 6 years of relevant industry experience and a record of achievement. Experience at a hedge fund, alternative asset manager, sell-side firm or management consultancy desirable but not required* An MBA and/or CFA is desirable but not required* Strong critical thinking skills, comfort with ambiguity, and a willingness to take initiative* Advanced analytical skill including the ability to frame issues, identify important points, and draw conclusions* Attention to detail combined with a solutions-oriented, strategic mindset* Solid judgment, intellectual curiosity, and willingness to take a differentiated perspective* Ability to write clearly and succinctly in a variety of communication settings* Articulate with an interest in developing presentation skills* Ability to work both independently and in collaboration with a global team* Strong technical skills; mastery of MS Excel and familiarity with Bloomberg and Factset are a plus but not essential* Ability to organize, manage, and prioritize time well* Grace under pressure with an ability to adapt and get things done* A global perspective and/or language skills are viewed favorably.* Willingness to travel#LI-CF1 Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [email protected] Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:USD 80,000 - 180,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)PDN-9bdf82be-916d-4a27-8eab-6105118d644c

Mercer Investments LLC is currently seeking candidates for an exciting position based out of either our Boston or New York office. This role offers a hybrid work arrangement, with three days spent working in either office per week.Mercer Investments, a Marsh McLennan business, is a global provider of multi-manager investments solutions. In the US, Mercer provides investment management services, overseeing the asset allocation, investment decisions, rebalancing and investment monitoring of client portfolios through its "outsourced chief investment officer" (or "OCIO") business, as well as investment advisory services, to a range of institutional clients.What can you expect?You will join the team as Investments Counsel on a team of attorneys supporting our US registered investment adviser, Mercer Investments LLC, and related entities.The Investments Counsel position will be responsible for providing strategic and tactical legal advice supporting Mercer's investment management and investment consulting businesses in the US, working closely with the investments, operations, and compliance teams. Use your critical thinking skill and apply your legal skills to make an impact and support a growing business.What is in it for you?Marsh McLennan and Mercer offer competitive employee benefits and a thriving culture so that you can bring your authentic self to work.A company with a strong brand and strong results to match.Culture of internal mobility, collaboration, and valued partnerships.Employee Resource Groups which provide connections to leaders, relevant volunteer and mentoring opportunities, and interactions with counterparts in industry groups and client organizations.Competitive pay (salary and bonus potential).Full benefits package - starting day one: medical, dental, vision, retirement and savings program, disability benefits, insurance coverage, opportunity to participate in our Employee Stock Purchase Plan, etc. (regional specificity required).Generous Parental Leave and education support policy.Robust vacation, personal days, and paid time off to give back to your community.We will count on you to:Negotiate complex contracts with institutional clients and key service providers.Advise the business regarding proposed new client initiatives.Advise on regulatory obligations applicable to registered investment advisers.Stay abreast of legal, regulatory, and industry developments and advise on critical legal, regulatory, and business risks.Contribute to and reinforce the Marsh McLennan Legal, Compliance & Public Affairs Department's Strategic Plan or initiatives that impact the LCPA organization.Demonstrate strong written and oral communications skills.Collaborate effectively with business, operations and legal and compliance colleagues.Promote an ethical culture where employees are encouraged to voice their concerns and opinions; andAbove all, exercise sound judgment. What you need to have:JD from a US accredited law school and license to practice, in good standing, in at least one of the fifty states.A minimum of 2 years of experience, either at a law firm, financial services firm, or financial services industry regulator or self-regulatory organization.Knowledge of, and experience with, the Investment Advisers Act, the Employee Retirement Income Security Act (ERISA), and/or the Investment Company Act.What makes you stand out?Familiarity with the Securities and Exchange Act and FINRA Rules and/or the Securities Act.Experience with Commodity Exchange Act and NFA Rules applicable to commodity pool operators and/or commodity trading advisers.Experience with Office of Comptroller of the Currency (OCC)- or state-regulated collective investment trusts.Experience advising manager-of-managers and fund-of-funds firms.Willingness to bring fresh perspective and ideas while contributing to a collegial team setting!Marsh McLennan(NYSE: MMC) is the world's leading professional services firm in the areas ofrisk, strategy and people. The Company's more than 85,000 colleagues advise clients in over 130 countries.With annual revenue of $23 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses.Marshprovides data-driven risk advisory services and insurance solutions to commercial and consumer clients.Guy Carpenter develops advanced risk, reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities. Mercer delivers advice and technology-driven solutions that help organizations redefine the world of work, reshape retirement and investment outcomes, and unlock health and well being for a changing workforce. Oliver Wymanserves as a critical strategic, economic and brand advisor to private sector and governmental clients. For more information, visit marshmclennan.com, or follow us onLinkedInandX.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.If you have a need that requires accommodation, please let us know by contacting [email protected] McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.The applicable base salary range for this role is $103,800 to $207,500.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

About UsWellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.About the RoleTHE POSITION The Investment Strategy team is responsible for multi-factor, multi-manager, multi-asset and custom solutions. The team provides bespoke research and advice across various topics such as fundamental factors, asset allocation, thematic investing and manager research and manages various outcome oriented, factor, and thematic portfolios on behalf of clients. We are seeking to recruit an Analyst to work with our Fundamental Factor Team within Investment Strategy. The individual will be focused on helping the team conduct research for their proprietary equity factor platform and managing a suite of factor portfolios. They will also contribute to the team's manager research, strategic solutions proposals, and client analytics capabilities. QUALIFICATIONS A successful candidate will have:* 2-5 years of relevant experience, during which they have gained:* Strong understanding of investment management, risk management and portfolio construction concepts with a specific focus on equities.* Familiarity with risk management and portfolio construction techniques using common industry tools such as Barra, Axioma, etc.* Interest in factors and their role in driving the performance of fundamental investment strategies* Intellectual curiosity and a passion for rigorous research, markets and the intersection of technology and investing* Aptitude and enthusiasm for working with technology * Ability to thrive in a multi-faceted, fast paced environment with multiple competing deadlines* Work independently as well as part of a highly collaborative team where respectful debate is encouraged to best deliver client outcomes* Strong work ethic and attention to detail, versatility and creative problem solving* Excellent written, oral and interpersonal communication skills* Strong academic credentialsIn addition the following would be a plus:- Programming skills and experience with business intelligence tools and data architecture.- Completion of CFA #LI-CF1 Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [email protected] Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:USD 80,000 - 180,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)PDN-9bed9859-f86d-423d-b2f3-3ca6891bedae

About UsWellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.About the RoleTHE POSITIONThe Risk Manager, Fixed Income (Risk Manager) position is part of the Global Risk & Analytics (GRA) team. GRA is the global investment risk function for Wellington and sits within the firm's Risk and Investment Science department. The primary focus of GRA is leading Wellington Management's portfolio oversight, risk measurement, and security analytics processes across our broad multi-asset, hedge fund, equity, fixed income, and research strategies. The Risk Manager will engage closely with our individual fixed income investment teams across the Americas, Europe, and Asia, to understand their investment processes and the investment risks inherent in those processes. They will be responsible for risk oversight (monitoring the appropriateness of risk levels and exposures across the Research portfolios and helping investors use quantitative tools to inform their portfolio construction and investment processes. The Risk Manager should be sufficiently confident in their analyses to proactively challenge the thinking of investment teams directly and present areas of concern or focus to additional Wellington stakeholders for further review as appropriate.A successful Risk Manager will leverage Wellington's risk modeling and analysis platform to enhance the risk-taking and portfolio construction efforts of the investment teams. An important part of the role's active engagement with investors includes helping them adopt best practices in the use of quantitative perspectives in portfolio management and helping the teams use technological tools directly, rather than relying upon risk managers to produce reports. It is therefore incumbent on the Risk Manager to continually enhance the risk platform itself to deliver against the evolving needs of our investors and our clients. S/he will also create or enhance clear, engaging reports and shared dashboards that identify material portfolio risks or risk-related potential enhancements to portfolios under coverage. This is a hands-on role in terms of technical work, research, and working with data; the team performs much of its work in the firm's curated Python environment which incorporates a highly developed set of APIs for risk analysis. The Risk Manager role requires a strong knowledge of fixed income risk analysis gained from meaningful experience in institutional investment management and risk management. S/he should be continually apprised of investment trends to determine the risk implications and communicate the resulting risks within the group. The successful candidate will bring technical skill and knowledge, be adept at building collaborative working relationships with investment professionals and all levels of management to create a shared vision of the benefits of more risk-aware decision making.RESPONSIBILITIES* Interact directly with portfolio management teams as an independent risk resource, providing complementary insights and constructive challenge to investors on their investment theses and portfolio composition in support of superior risk-adjusted outcomes for clients.* Engage daily with Risk Managers and investment professionals to ensure transparent measurement and reporting of risks in portfolios.* Partner with Line Management and Investment Products and Fund Strategies colleagues to ensure the firm's fiduciary needs on investment risk are met.* Participate actively in Risk Meetings and other dialogues on market and portfolio risk insights, risk concerns and measurements.* Ensure Risk Management reports, dashboards, and industry leading tools are properly executed and reviewed for accuracy, with outliers or areas of concern highlighted to the team.* Actively engage in enhancing the Risk reporting infrastructure, including design of exhibits and reports to support the risk oversight process.* Conduct ad-hoc research and analysis to address investor questions and support the engagements of Risk Management.QUALIFICATIONSThe ideal candidate will have a solid analytical foundation coupled with an analytical curiosity, strong organizational skills, passion for financial markets, be motivated by a team environment, and have the ability to learn about new analytical applications and investment products. He/she will have experience working with technology resources on implementation, particularly when combining risk concepts with data analysis. Demonstrated capability to work independently with primary data in mathematical packages is key, with experience in SQL and Python highly preferred (although other tools such as R or Matlab are also acceptable). Specific skills with risk models and/or data visualization tools are considered a plus. Knowledge in the insurance or pension industries, including actuarial science or asset/liability management experience would also be favorably considered.Additional key qualifications include:* 7+ years' experience in risk management within long only or benchmark-relative fixed income or multi-asset portfolios. This may have been gained on the Buy-side, the Sell-side or Consultancy* Proven ability to partner with investment talent effectively* Ability to manage multiple tasks, prioritize effectively, meet deadlines, and deliver high quality, accurate work in a fast-paced business* Demonstrable fixed income derivatives knowledge* Experience with insurance mandates a plus* Experience with structured fixed income products such as MBS (Mortgage-Backed Securities) or CLO (Collateralized Loan Obligation) products would be considered a plus* Previous experience as a risk taker would be advantageous* Strong academic credentials: post-graduate degree in a quantitative field and/or FRM/CFA/CAIA preferred #LI-AT1Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [email protected] Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:USD 80,000 - 180,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)PDN-9bed985a-d209-4668-a249-59cbb5fcddb0

DescriptionWork alongside other A&M professionals on the PEPI Supply Chain team to assist clients in analyzing each part of the supply chain process including Strategic Sourcing and Procurement, Logistics and Distribution, Integrated Demand and Supply Planning to identify value creation opportunities, develop a roadmap to accelerate those opportunities and assist with driving them to our client's bottom line. Perform thorough fact-based analysis to assess the state of the supply chain, identify key risks to investment and quantify potential EBITDA improvement plans. Work closely with Private Equity clients to help identify, design, and implement creative business solutions for their portfolio companies. Gain a comprehensive understanding of a client's supply chain including manufacturing and distribution locations, baseline of product flow and seasonality, detailed operating costs, key supply chain processes in sourcing, planning, and operations. Analyze supply chain network design and footprints including baseline warehousing; distribution network cost structure and capacity utilization; profile supply chain processes; and inventory flows throughout the network. Analyze network optimization opportunities for cost, inventory, and service delivery. Conduct sourcing events related to transportation and warehousing including spend/activity baseline assessments, process and business requirements, and conducting RFI/RFP processes, negotiations and contracting. Assess inventory planning processes and systems and recommend potential improvement opportunities for optimizing service levels and inventory working capital requirements. Develop transformation plans to drive proposed changes in transportation, freight optimization, warehousing and distribution. Domestic or international travel up to approx. 50% of the time.Minimum Requirements:Master's degree or foreign equivalent in Supply Chain, Engineering Management, or a related field and minimum 2 years of (or a bachelor's degree or foreign equivalent as stated above and 5 years of) experience in any occupation involving supply chain planning or related. Must have experience working with the following: supply chain, manufacturing and distribution analysis within the industry; hands on experience in distribution and logistics network optimization, sourcing transportation and warehouse solutions; production, capacity and inventory planning; leading or modeling supply chains using software support tools including Llamasoft; working capital and EDITDA improvement; structured project management including time, team and work-stream management; and business process mapping and quantitative analysis.

Who we are looking forJoin our Performance and Analytics team and further your investment performance knowledge while working on some of North America's top institutional clients. You will work with senior team members and be responsible for the onboarding and implementation of new clients as well as processes in investment performance. In addition you will work on production and distribution of timely and accurate performance and attribution data on these new clients. You will be a co-resource for client inquiries and day to day issues while managing the data process.Why this role is important to usThe team you will be joining is a part of State Street Global Delivery (GD). GD assists asset owners and managers oversee their investment programs and specialized managers. GD's tools help our clients make better investment choices and act on growth opportunities. Join us if making your mark in the financial services industry from day one is a challenge you are up for.What we valueThese skills will help you succeed in this roleStrong problem solving and time management skillsAbility to work on multiple projects concurrently and prioritize work accordinglyAbility to develop business relationships, both within and outside of the organization. Excellent interpersonal, organizational and communication skills.Ability to effectively handle and resolve numerous ongoing communications and reporting deliverables in fast paced environment.Ability to drive change and process improvements, while managing day-to-day activities in a reporting cycle.Ability to understand and analyze data sets and numeric trends.What you will be responsible forSupport client implementations or conversions for Asset Owner/Manager segmentsUnderstand client reporting needs and manage deliverables / metrics for timeliness and quality. Improve upon and report actual results.Shared responsibility for servicing of clients of varying sizes and complexitiesParticipate in and learn from client discussions encompassing performance methodology and calculations, reporting, products, billing and scenario analysis among other topics.Manage document maintenance on scope of service, procedures, risk assessments, contacts and deliverables. Communicate, manage, execute, monitor and review change management (new funds-aggregations-indices-investment structure, etc.).Education & Preferred QualificationsBS/BA in accounting, finance or economics related area2-5 years of Investment Performance and Analytics experience and / or knowledge of investment performance analysisAbility to interpret data into speaking pointsDesire to take the CIPMAbout State StreetWhat we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.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. You'll 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.Discover more at StateStreet.com/careerSalary Range: $58,240 - $84,760 AnnualThe 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.