Associate, Investment Mgmt Resource Team

Boston Financial; Boston (MA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Cash bonuses

Long term incentives

Health insurance

Accident and life insurance

Retirement benefits

Job summary

Boston Financial in Boston, MA is seeking an Associate I to manage the majority of asset management processes for our portfolio. The role involves proactive calendar management, cross‑department collaboration, and implementing system improvements at our headquarters.

The position offers an annual base salary of $80,000–$90,000 (MA only). Benefits include cash bonuses, long term incentives, health insurance, life insurance, and retirement benefits.

Qualifications

• Bachelor’s Degree in Business preferred.
• Minimum of 1–2 years of related experience.
• Excellent verbal, written, and interpersonal skills.
• Proficient with MS Office, including Word, Excel, and PowerPoint.
• Ability to multitask, work independently, and organize the day in a fast-paced team environment with frequent interruptions.

Responsibilities

• Review processes by managing the calendar and improving workflows.
• Develop, enhance, and implement systems used by the IM-Resource Team.
• Coordinate Quarterly & Monthly Financial Processes and timelines.
• Collaborate to collect and track compliance documents and prepare reports.
• Facilitate Tax & Audit Steering Group activities and system enhancements.
• Train tax temps and organize mailings to accountants and partners.
• Assist in collection, processing, and analysis of client information and invoices.
• Maintain policy adherence and revise processes as needed.

Skills

Verbal skills

Written skills

Interpersonal skills

Multitasking

Organization

Team collaboration

Education

Bachelor's Degree in Business

Tools

MS Office - Word

MS Excel

MS PowerPoint

Job description

Position Summary

Associate I is responsible for managing the majority of the processes related to the asset management of our portfolio. IMRT members work across various departments, proactively manage the calendar, and implement system and procedural enhancements to assist in achieving individual, team, and company goals. This position is located at the Boston Financial headquarters in Boston, MA.*

Key Responsibilities

• Review team business processes by managing the calendar and implementing enhancements to proprietary systems and procedures that help proactively identify and resolve inefficiencies and improve workflow.
• Develop, enhance, and implement the various systems used by the IM-Resource Team. Ensure team equipment is in good working order by completing preventive maintenance requirements and evaluating alternative equipment and techniques.
• Coordinate and manage the Quarterly & Monthly Financial Processes and timeline (calendar, collection, review, and organization of the Quarterly and Monthly Financial Information).
• Collaborate with the Team to collect, review, follow up on, and track various property compliance documents. Prepare reports and updates for the Team and Asset Management by analyzing and summarizing compliance information.
• Facilitate the Tax & Audit Steering Group (TSSG) by managing the preparation and implementation of Tax & Audit Season processes, system enhancements, and delivery schedules. Work with Tax and IT Teams to develop the specifications for revising/enhancing our tax system, financial system, and web portal. IM-RT revises and/or enhances our Tax & Financial systems on an annual basis. Further, as the facilitator, work with the TSSG subgroup to develop the year-end calendar and refine or enhance the annual procedures for both Tax and Audit Season.
• Train and manage tax temporary employees and other help as needed.
• Organize periodic mailings to accountants, general partners, and management companies, which include Monthly & Quarterly collection letters, compliance monthly and bi-annual letters, investor letters, and annual tax and audit collection letters.
• Assist in the collection, processing, and analysis of client information, investor mailings, invoice processing, and numerous special projects as needed.
• Maintain integrity and quality service by implementing Team and Business policies and procedures and revising them as necessary to improve processes or meet new needs.

Travel required:

Required Skills & Experience

• Bachelor’s Degree in Business preferred.
• Minimum of 1–2 years of related experience.
• Excellent verbal, written, and interpersonal skills.
• Proficient with MS Office, including Word, Excel, and PowerPoint.
• Ability to multitask, work independently, and organize the day in a fast-paced team environment with frequent interruptions without loss of efficiency and productivity.
• Must be able to work across teams to manage and implement projects that assist in accomplishing business and team goals.
• Strong organizational skills.
• Ability to thrive in a collaborative, team-based environment, pitching in wherever needed to achieve team and business objectives.
• Ability to work in a fast-paced work environment while managing conflicting priorities.
• Must be able to take initiative in identifying and resolving inefficiencies and issues.

Annual base salary gross: $80,000 - $90,000 (MA only). The base salary range represents the estimated low and high end of ORIX’s salary for this position based on geography. Actual base salaries will vary and will be based on various factors, such as candidate’s qualifications, skills, competencies and proficiency for the role. The base pay is one component of ORIX’s total compensation package for employees. Other rewards and benefits include cash bonuses, long term incentives, health insurance, accident and life insurance, and retirement benefits. Please visit our Benefits page for additional information.

• cash bonuses
• long term incentives
• health insurance
• accident and life insurance
• retirement benefits

Life at ORIX

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.

You Time

We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.

Family Care

Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

Flexible Work Arrangements

ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.

Company: Boston Financial