<p>Our client is a well-established investment management company is looking to add to the Finance team in their Boston office. The Finance team works alongside investment professionals, legal, tax, and operations groups to support and oversee investment activities within a diversified portfolio. Responsibilities include ensuring accurate accounting, reporting, and performance analysis, along with conducting financial analysis and market research to evaluate investment opportunities and trends. The role involves primary oversight of real assets fund investments, including real estate, private credit, and private equity, while also contributing to broader initiatives across asset classes. Collaborating closely with internal functions and external partners, the position ensures compliance with regulations and supports the lifecycle of portfolio investments. The ideal candidate will bring 5+ years of related experience, public accounting and CPA are a plus as well.</p><p><br></p><p>This position is hybrid, with 3 days in office schedule. If you are interested and would like to be considered, please reach out to Thatiane Abrantes.</p>
<p>Seeking a Sales Representative to be on the front lines of the sales process, responsible for generating and qualifying leads that drive revenue growth. This role is perfect for individuals looking to start a career in tech sales and learn the fundamentals of SaaS business development.</p><p><br></p><p>Responsibilities</p><ul><li>Prospect and Outreach: Identify and engage potential customers through cold calls, emails, LinkedIn, and other channels.</li><li>Lead Qualification: Assess prospects’ needs and determine if they are a good fit for solution.</li><li>Pipeline Management: Maintain accurate records of interactions in CRM tools (e.g., Salesforce, HubSpot).</li><li>Collaboration: Work closely with Account Executives to schedule meetings and hand off qualified leads.</li><li>Market Research: Stay informed about industry trends, competitor offerings, and target market challenges.</li><li>Performance Tracking: Meet or exceed weekly/monthly KPIs for calls, emails, and meetings booked.</li></ul><p><br></p>
<p>Our client is a Community Bank 20 minutes outside of Boston, rapidly growing and looking to add to the team.</p><p><br></p><p>I’m excited to be recruiting for a Business Development Officer — a key role focused on driving deposit growth, building strong client relationships, and expanding the bank’s presence in the community.</p><p><br></p><p>The position centers on proactive outreach, collaborating with commercial lending and retail teams, and developing solutions that support both customer needs and business goals. This role also contributes to strategic planning, supports branch leadership, and represents the organization through community involvement.</p><p><br></p><p><br></p>
