Greater Boston’s premier human resource consulting company.

Opportunities

Updated – January 15, 2018

Executive Positions:

Various Executive Leadership Roles –  We are always looking for top-notch (C-Level) executive talent for various professional services environments and/or early stage – venture backed  product development companies.  You must have a prior proven track record of managing complex organizations with competing priorities.  Must be local, no relocation offered; outstanding credentials and superior communication skills required.Professional Business Woman At Laptop

New Positions:

Manager / Multi-Family Office –  A small, and very successful boutique multi-family firm in Boston, MA is seeking a skilled and experienced Financial Manager to head-up efforts for their priority clients.  This person will oversee a team of accounting professionals that service these account, along with being the key interface to the families and their external eco-system of professional providers.

This is a major leadership role that will have high visibility and significant interface with the executive management team and firm ownership.

Must have excellent managerial and financial skills to oversee an accounting team as well as superior client facing skills to be the point person to the family client.  Outstanding opportunity with significant advancement potential.

Associate /AccountantOur client is actively seeking skilled Accounting Associates who are integral members of their client service teams and are responsible for the day-to-day accounting and operations for a portfolio of assigned clients. Associates work closely with the other members of the firm to ensure accurate client-specific accounting and financial administration. In addition to reviewing and processing Accounts Payable and Accounts Receivable, making journal entries, and working with budgets, Associates also prepare financial statements (including cash flow reports) and get involved with forecasting, financial statement analysis, tax coordination, and estate administration.  Responsibilities include: Manage the full cycle of books and records for assigned clients, including accounting for and reporting on small businesses, planes, boats, investments, real estate, and other assets.  Prepare bank reconciliations and vendor reports, identify issues and work with team members for resolution.  BS/Accounting; 2 + yrs. experience with G/L and GAAP;hands-on skills in QuickBooks; Excel and the ability to interface with all levels and outside professionals.

Legal Positions:

Legal Counsel /VP – In-House
We are seeking a Counsel that has strong experience supporting the Investment and Trading aspects of a buy side firm. Very strong Counseling skills providing advice to Portfolio Managers and Trading personnel are required. This is more of counseling than a transactional role. Seeking strong domain knowledge in the counseling space of Asset Classes, specifically Fixed Income and Equities are needed. Derivatives and Hedge fund knowledge is a plus. The ideal candidate will have 4 years of early experience at a well-recognized law firm followed by 4 years of in house asset management. We will look at other similar profiles. Counsel will be part of a team responsible for all facets of support to the investment and trading portions of the company’s business.

Responsibilities will include:
Provide or oversee legal support for the firm’s investment and trading business lines. Specific activities may include providing general counsel and advice on regulatory, fiduciary, risk and other issues related to portfolio management and trading activities, support of capital markets activities across a wide range of markets and asset classes, advocacy and engagement with regulators, managing external counsel, and counseling business colleagues. The role is based in the United States, but involves support of functions located across the globe and collaboration with colleagues based in EMEA and Asia.

  • 8-12+ years of experience practicing law
  • Broad based securities and asset management experience, ideally with experience providing support to portfolio management and/or trading business lines
  • Experience in some facets of transactional work (derivatives, equity, fixed income or structured) preferred but not required
  • Experience at a national law firm or relevant in-house position
  • Strong legal and analytical skills
  • Good business judgment and strong counseling skills

Legal Counsel / Contract Counsel – (In-House – Multiple Openings)  Exciting new positions for transactional lawyers looking to further their careers in busy corporations …this is a great time to get on-board if you have significant experience in Contracts, OEM agreements, distribution/licensing agreements and general transactional and corporate/secretarial matters.  Must have significant experience in a broad array of general corporate law matters and contracts negotiations; and advanced counseling skills to work with internal clients; 5+ years experience ; JD with distinction; outstanding communication skills; integrity and competence. 

Financial Services Positions: 

Administrative Associate/Business Development Assistant –
Our client is seeking a special person to join their very success wealth management firm.  The primary duties of the position are related to private client business development and client administration.  You will be involved with on-going operations in support of the head of the office as well as conducting
research, preparing reports, handling information requests and performing administrative functions in support of a busy office and group of analysts.  Outstanding culture, benefits , and encourages upward professional career development. Ideally the candidate has, BA; 2-3 years of office experience; technology savvy; and is a proactive problem solver that can anticipate issues and provide resolutions without requiring micro-management.

Compliance Analyst(s) Multiple opportunities – Equities/Fixed Income/Marketing/ etc. – Our client(s), leading Registered Investment Advisor(s),  seek  Compliance Analyst(s) to join their legal/compliance/operational group.  These are top-flight firms with stellar performance and rigorous standards.  The ideal candidate will have 5+ yrs. experience and broad knowledge of ’40 Act/SEC Filings/Compliance/Operations and ability to review and prepare various legal documents/agreements necessary with client related support.  Must have prior experience and a background in compliance or as a paralegal; Equities/Fixed Income/pre-post trading/Advertising and Marketing and automated systems experience such as Sentinel or CRD.  Top credentials; the ability to hit the ground running and the desire to have an impact and client facing role will be necessary.  Excellent quality of life; superb Compensation and Benefits; and office culture(s).

Associate /AccountantOur client is actively seeking skilled Accounting Associates who are integral members of their client service teams and are responsible for the day-to-day accounting and operations for a portfolio of assigned clients. Associates work closely with the other members of the firm to ensure accurate client-specific accounting and financial administration. In addition to reviewing and processing Accounts Payable and Accounts Receivable, making journal entries, and working with budgets, Associates also prepare financial statements (including cash flow reports) and get involved with forecasting, financial statement analysis, tax coordination, and estate administration.  Responsibilities include: Manage the full cycle of books and records for assigned clients, including accounting for and reporting on small businesses, planes, boats, investments, real estate, and other assets.  Prepare bank reconciliations and vendor reports, identify issues and work with team members for resolution.  BS/Accounting; 2 + yrs. experience with G/L and GAAP; hands-on skills in QuickBooks; Excel and the ability to interface with all levels and outside professionals.

Technology Related Positions:   No Searches presently

Feel free to call us and inquire about any unlisted opportunities; we are always seeking candidates with experience in any of the specialty areas we represent.
Interested in any of the above positions  –  please email your resume to:  careers@stoneconsultinggroup.com