45 financial services analyst jobs found in Boston

Description About Capstone Partners: Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services. Headquartered in Boston, the firm has 175+ professionals in multiple offices across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). For more information, visit...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Financial Analyst  to join our growing team in Boston, MA! The Finance Analyst is expected to provide understanding of the financial planning and analysis (FP&A) function in support of the financial planning and budgeting processes, analysis of financial statements and reports, model and projection development and performing research and analysis as may be required by leadership. The role will require partnering and supporting the DFO in both national employee benefits practice, as well as large and specialty employee benefits responsibilities. How You Will Contribute: Consolidate and analyze financial data (budgets, financial reports, etc.) Involvement in financial reporting for month and quarter end close Prepare financial reports, charts, and tables for DFO quarterly in-person...

Description The Company Liberty Mutual Investments (LMI) manages Liberty Mutual Insurance Group’s (LMIG) global financial assets across public and private markets to build capital and generate income. With over $100 billion in assets under management and a team of more than 300 investment, finance, and operations professionals based in Boston, MA, LMI offers the best of both worlds: the entrepreneurial spirit of a boutique investment firm backed by the reputation and financial strength of a global leader. LMI is on a transformational journey to foster innovation, build on our deep expertise, and further scale returns on our long-term capital through a “one firm, one portfolio, one team” approach. Our operating model is built on three pillars: centralized portfolio construction, asset management, and investment-enabling services. Teams are organized into Investment Business Units (IBUs): Strategy & Asset Allocation, Risk Management, Global Fixed...

Description The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate.   Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty’s promises.   LMI offers the best of both worlds — the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best....

Description The Company  Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate.   Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty’s promises.   LMI offers the best of both worlds — the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do...

Description We are excited to add a new Sr. Data Solutions Analyst to the Corporate Finance Data Strategy and Governance Team!   This person will serve as a data steward for Liberty Mutual’s financial data. Partnering with the business, IT, and Corporate Finance teams, this person will help shepherd data through our strategic Finance Data Platform (FDP). This includes analysis of source data to determine transformation requirements for standardization, as well as defining the financial data that will be passed to downstream systems and reporting.   Responsibilities Under limited direction, prototype and develop data solutions to meet organizational and business customer needs. Demonstrate a working understanding of complex multi-tier, multi-platform systems, and apply principles of metadata, lineage, data dependencies and hierarchy, business definitions, compliance, and data security to project work. Use critical thinking to synthesize varied...

Description The Senior Underwriting (UW) Officer, Risk Management, will report to the Executive Underwriting Officer of Major Accounts Casualty. Major Accounts works with large and complex commercial risks to deliver Primary and Excess Casualty programs to these highly valued customers.  You will focus on our Majors Risk Management portfolio which services some of the largest companies in the U.S.  The Senior Underwriting Officer, Risk Management will work with the leadership team, deliver technical expertise and serve as point of contact for the frontline underwriting teams for all questions, key decisions, or referrals.   Responsibilities: Provides expert technical underwriting assistance and formal referral approval for multiple lines of business (auto, general liability, workers` compensation) in Majors Risk Management. Interacts independently with field underwriters and directly with UW managers on all mandatory referral cases and voluntary...

Description The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate.   Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty’s promises.   LMI offers the best of both worlds — the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best....

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Description We are seeking a highly skilled and motivated Principal Front-Office Engineer to join our prestigious investment firm. As a Principal Front-Office Engineer, you will serve as the technical lead embedded within the Investment Innovation, Integration & Trading (I3T) team, driving design and implementation of small-scale proofs of concept and prototypes that support the fixed income portfolio, improve investment analysis, develop AI-enabled workflows, and enhance reporting systems & processes. You will partner closely with analysts and investment teams to enhance their day-to-day use of AI, helping them build artifacts in a more technically sound manner and building robust systems and tools that scale those prototypes into production-ready applications. We’re looking for a hands-on software architect and builder who can design systems, rapidly iterate on them, and deliver quality solutions that power analytics, reporting, and investment...

Description The Company    Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty’s promises.   LMI offers the best of both worlds — the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best.   Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding...

The Benefit Analyst supports both the practice group and individual customer teams serving large and jumbo market-segment employer groups. They are integral in all aspects of administrative, technical, analytical and project support. The Benefit Analyst supports senior team members in developing benefit strategies, evaluating carrier and vendor solutions, and executing service plans for complex large-employer programs, as well as daily tasks necessary to further the practice group and business. Under the direction of more senior teammates, the Benefit Analyst executes assigned analyses and support tasks, escalating judgement calls when needed. The essential functions of the role include some administrative/clerical responsibilities, CRM platform management, data analysis, financial modeling, RFP development, policy and contract review, implementation support, and preparation of customer-ready deliverables. The qualified candidate must have the ability to learn the spectrum of...

Description Note: This role has a required hybrid/Boston work arrangement.       At Liberty Mutual Investments Technology, we are seeking a highly skilled Senior Data Engineer to join our Financial – Enterprise Data Management team. This role is focused on developing and supporting enterprise data pipelines and data management solutions for market, reference and financial data in the EDM (Enterprise Data Management) platform.  Previously called Markit EDM, it is currently hosted externally in a SaaS model by Gresham Technologies and runs on Microsoft SQL Server. You will play a critical role in developing robust data pipelines, new features and enhancements in the enterprise data management system that allow our Data Integrity Team to reconcile market and reference data. This is an opportunity to utilize your investment knowledge and work closely with a business team on a critical data function.   Key Responsibilities Design, develop,...

Join us as an Underwriter II, Professional Liability/Cyber, Financial Lines to grow your career at the forefront of commercial insurance. Make your mark in Underwriting AIG Underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, and Multinational Clients. We are reimagining how we help customers to manage risk, transforming our operating model and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague – empowering our people to grow as insurance professionals and add more value to our customers and AIG. How you will create an impact We have an exciting opportunity for an Underwriter II on our Professional Liability/Cyber team. This role underwrites under general supervision, issuing quotes and policies while ensuring standards and compliance guidelines are met. These individuals will analyze information and can have an opportunity to...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance RN Field Case Manager This Field Case Manager will cover our Boston, MA region and must live in this area in order to be considered. Must be an RN and prefers 1.5 years of prior workers compensation experience. PRIMARY PURPOSE OF THE ROLE: Sedgwick Field Case Managers work face to face with their injured workers and medical providers t o facilitate; though advocacy, progressive medical treatment, and timely return-to-work; while acting as a liaison and...

We are seeking a strategic, ambitious, and entrepreneurial leader to serve as Head of Purchase & Underwriting Transformation , a highly visible leadership role responsible for shaping and delivering the future of Guardian’s purchase experience and underwriting capabilities across Life, Disability, and Annuity products. This program plays a foundational role in Guardian Financial Protection and Retirement Solutions’ (FPRS) Journey-to-30 strategy. Our objective is clear—make purchasing protection and retirement solutions frictionless by minimizing evidence requirements using third party data and develop machine learning models to make pricing more dynamic and granular. Offer turnaround times should take minutes rather than weeks or months with little to no effort required by an applicant and no rework when applying for multiple coverages.   In this role, you will lead the strategic modernization of the purchase and underwriting ecosystem , helping define the long‑range...

POSITION SUMMARY: The Sr Client Service Specialist, Commercial Risk works closely with advisors, line-of-business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk management solutions designed to meet clients’ financial goals. PRIMARY RESPONSIBILITIES: Prepares premium allocations. Prepares and updates draft renewal proposals. Prepares documents for presenting risks to market. Prepares applications, summaries of insurance, and other coverage related documents. Assists client service teams in the preparation of presentation materials. Analyzes and summarizes complex data and compiles reports without supervision. Records data into appropriate insurance company and firm software programs. Processes complex audits and complete audit worksheets. Reviews contract requirements for complex cert requests. Reviews quotes in depth. Quotes flood and builder's risks policies as requested by an...

JOB DESCRIPTION SUMMARY: The mission is to be an integral part of the team and partner with sales and service colleagues to deliver a high level of service to our clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment. PRIMARY RESPONSIBILITIES: Manage day-to-day activities of client accounts including, but not limited to, policy review, changes and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statements related to the client's insurance. Responsible for assisting in establishing and maintaining appropriate carrier relationships Maintain client files in AMS accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices. Manage client inquiries and work...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Underwriting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...

Description We are seeking a highly skilled and motivated  Principal Quantitative Engineer  to join our prestigious investment firm. The Quant Solutions  team, part of Global Strategy & Capital Allocation, leads the General Account’s asset allocation and portfolio construction process, delivering advanced analytics, scenario analysis, and forward-looking insights to guide long-term, annual, and tactical investment decisions within regulatory, rating agency, and portfolio constraints. As the technical lead embedded within this team , you will drive the design and implementation of small-scale applications and proofs of concept that advance portfolio construction, asset allocation analytics, and quantitative research workflows.   You will partner closely with quantitative analysts and portfolio strategists to enhance their day-to-day use of AI, helping them build artifacts in a more technically sound manner and building robust systems and tools that scale...