2 wealth management client associate jobs found in Cambridge, MA

About the Role: Grade Level (for internal use): 12 The Team:   Credit Ratings is an integral part of the Global Ratings Services team,   comprising   a diverse group of 1,400 analysts spread across key financial hubs worldwide. We are dedicated to delivering high-quality insights and exceptional client service across all industry sectors.      S&P Global Rating’s North America infrastructure practice is growing rapidly, supported by a strong pipeline of new financings and refinancing activity funding a wide range of essential infrastructure. The role offers the opportunity to work on complex structures in fast growing market segments such as power, midstream,   refining   and digital infrastructure while contributing to S&P Global Ratings’ high-profile coverage of the global infrastructure sector. Analysts will have the opportunity to use their corporate credit and project finance skills to   facilitate   and support capital...

Job-Specific Responsibilities: The Research Finance Team Lead in the Office for Sponsored Programs supervises staff and supports a team that manages post-award activities for a large volume of federal and non-federal sponsored research projects at Harvard University. Reporting to a Research Finance Portfolio Team Manager, this position encompasses a range of administrative, financial, and other tasks associated with post-award activities, including reviewing sponsored expenditures for compliance with award terms, completing timely financial reports and invoices, ensuring that funds are collected, and reconciling and closing accounts. This position supports the Portfolio Team Manager in managing client relationships, providing determinations for complex situations, managing team workload, and mentoring staff. Portfolio Oversight and Operations Responsible for fulfilling financial reporting requirements of Harvard’s sponsors, including reporting, cash management, account...