Full-Time
Investment Associate 2
Central Trading Group
Posted on 7/22/2025
Eastern Bank
1,001-5,000 employees
Corporate banking with cash management.
No salary listed
Boston, MA, USA
In Person
 Finance & Banking (2) |
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- Bachelor’s degree is required
- At least 1 year of experience in trading or portfolio management is highly preferred
- Conduct regular review, monitoring and trading of client portfolios
- Contribute to the portfolio management process
- Participate in monthly reviews of client accounts to ensure compliance with investment objectives and models
- Coordinate and communicate with Relationship Managers, Wealth Advisors and Client Portfolio Managers to ensure the proper management of client portfolios
- Provide generalist assistance to Portfolio Managers and CIO
- Maintain and coordinate updates of client and account information on trust accounting system
- Facilitate client and/or prospect meetings for Portfolio Managers
- Coordinate with other Wealth Management employees or employees from other Bank departments
- Help prepare investment presentation and other materials for internal investment committee meetings
- Update investment marketing and presentation material for internal and external use
- Participate in periodic meetings with clients
- Represent team on various cross-department functional committees
- Participate in reviews of client accounts to ensure compliance with objectives and models
- Meet with internal auditors and provide required documentation
- Train junior members of the Investment Team in trading, reporting, model maintenance
- CFA is preferred
- MBA is advantageous but not necessary
- Knowledge of SEI and its trading systems, Bloomberg, Moxy, Morningstar, and/or FactSet is beneficial
- Good working knowledge of Microsoft Office (particularly, Microsoft Excel) is required
Eastern Bank provides consumer, small business, and commercial banking services in the Greater Boston area, including Innovation Banking and cash-management offerings. It uses a relationship-based lending approach that weighs both quantitative data and qualitative factors, with digital online and mobile banking and a Business Services Team to support complex needs. The bank differentiates itself through a large regional network of 109 branches in New England, a focus on specialized services, and robust digital tools for businesses. Its goal is to help individuals and businesses manage finances effectively and grow by delivering a full range of banking and financial services.
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Boston, Massachusetts
Founded
1818
Simplify's Take
What believers are saying
- HarborOne merger completes 2026, delivering cost savings and $31 billion assets.
- Record commercial pipelines and $400 million wealth inflows boost Q1 2026 revenue.
- Organic growth strategy enables share buybacks after 2025 HarborOne integration.
What critics are saying
- Deposit competition from Rockland Trust erodes margins by 20-30 bps now.
- Fintechs Chime and SoFi divert small business clients within 12 months.
- HarborOne CRE exposure triggers nonperforming loans amid 18% office vacancies.
What makes Eastern Bank unique
- Eastern Bank founded 1818 as oldest independent bank in Massachusetts.
- Offers specialized Innovation Banking for Greater Boston tech firms.
- Largest bank-owned independent wealth adviser with $10.3 billion AUM.
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Benefits
Hybrid Work Options
Company News
Jennifer Wambold promoted to Executive Vice President, Chief People Officer and appointed to Management Committee at Eastern Bank. * 6 hrs ago Eastern Bank today announced that Jennifer Wambold, Senior Vice President of Total Rewards and Benefits, has been promoted to Executive Vice President, Chief People Officer and appointed to Eastern's Management Committee. Ms. Wambold joined Eastern in 2025 to lead compensation, benefits and recognition strategies that support Eastern's talent objectives. In her expanded role, she will continue to report to and work on workforce initiatives with Executive Vice President Kathy Henry, who serves as General Counsel and Corporate Secretary and leads the Legal, Human Resources and Communications functions. "Jen has played a key role in advancing our human capital strategy, and we're thrilled to welcome her expertise to our Management Committee," said Quincy Miller, Vice Chair, President and Chief Operating Officer of Eastern Bank. "Her leadership will strengthen our ability to attract top talent and deepens our commitment to an exceptional colleague experience." Eastern Bank Executive Vice President Kathy Henry added, "Since joining Eastern, Jen has delivered competitive compensation programs and inclusive benefits to help support top talent attraction and retention while serving as a senior advisor on human capital management issues. We are excited about her expanded leadership of talent management that supports employee engagement and helps drive business performance. She has a special combination of warmth, empathy and human-centric talent management. We congratulate Jen on her well-deserved promotion." Ms. Wambold is a seasoned human resources executive with three decades of experience helping to lead organizations through change. Prior to joining Eastern in 2025, she was Chief People Officer at XR Extreme Reach, where she led human capital and drove global transformation. At Plymouth Rock Assurance, she served as Director of Human Resources during a period of rapid growth. She also held HR leadership roles directing workforce strategy, talent acquisition and total rewards at public relations agencies within Omnicom Group. Ms. Wambold is recognized for uniting culture with data-driven decision-making, and has received honors such as Tech Trailblazer, Top Woman in Media, and Ad Tech Innovator by Cynopsis Media. She holds a Bachelor of Arts degree from Emmanuel College and previously served as an advisor on the Personnel Board for the Town of Milton. "Helping organizations build cohesive, high-performing teams has been a hallmark of my more than 30 years in human resources," said Jennifer Wambold, Executive Vice President, Chief People Officer of Eastern Bank. "I am excited to continue working with the Eastern team to strengthen human capital programs that support workforce effectiveness and make Eastern an exciting place to build a career." Eastern's Management Committee is comprised of senior executives that help shape company policy. About Eastern Bank Founded in 1818, Eastern Bank is Greater Boston's leading local bank with more than 125 branch locations serving communities in eastern Massachusetts, southern and coastal New Hampshire, and Rhode Island. As of December 31, 2025, Eastern had approximately $30.6 billion in assets. Eastern provides a full range of banking and wealth management solutions for consumers and businesses of all sizes including through its Cambridge Trust Wealth Management and Private Banking Divisions, which include the largest bank-owned independent investment adviser in Massachusetts with $9.6 billion in assets under management. Eastern takes pride in its advocacy and community support that includes more than $240 million in charitable giving since 1994. An inclusive company, Eastern is comprised of deeply committed professionals who value relationships with their customers, colleagues and communities. Join Mycarrollcountynews for good at www.easternbank.com and follow Eastern on Facebook, LinkedIn and Instagram. Eastern Bankshares, Inc. (Nasdaq Global Select Market: EBC) is the holding company for Eastern Bank. For investor information, visit investor.easternbank.com. Sections.
Eastern Bank expands its legacy in Rhode island. Posted: Mar 18, 2026 / 10:19 AM EDT Updated: Mar 18, 2026 / 10:19 AM EDT For more than two centuries, Eastern Bank has been a trusted partner to New England communities, delivering personalized banking, lending, and wealth solutions to individuals and businesses alike. Founded in 1818, the bank continues to grow stronger - now proudly welcoming HarborOne customers into the Eastern Bank family. With deep local roots and dedicated teams across the region, Eastern Bank remains committed to helping Rhode Islanders thrive while giving back to the communities they call home. Rhode Show Content Disclaimer: The information, advice, and answers displayed in The Rhode Show section of WPRI.com are those of individual sponsors and guests and not WPRI-TV/Nexstar Media Group, Inc. WPRI.com presents this content on behalf of each participating Rhode Show sponsor. Sponsored content is copyrighted to its respective sponsor unless otherwise indicated.
Regional banks reported satisfactory fourth-quarter results, with the 95 tracked stocks beating analysts' revenue consensus estimates by 1.6%. However, share prices have declined 4.9% on average since the latest earnings. Eastern Bankshares reported revenues of $290.1 million, up 31.3% year on year and exceeding expectations by 2.1%. The company delivered strong tangible book value per share and revenue beats. Despite the solid performance, Eastern's stock has fallen 5.5% since reporting and now trades at $19.25. Merchants Bancorp posted the strongest quarter amongst peers, with revenues of $185.3 million outperforming analysts' expectations by 7.8%, despite declining 4.4% year on year. Regional banks face challenges including fintech competition, commercial real estate exposure and regulatory costs, whilst benefiting from rising interest rates and digital transformation.
Eastern Bank today announced it has provided financing to support the conversion of BostonbeaN Coffee Company (BostonbeaN), a leading provider of coffee, pan...
Eastern Bank reported fourth-quarter results that exceeded Wall Street expectations, with revenue of $290.1 million and adjusted earnings per share of $0.44, beating estimates by 2.1% and 6.9% respectively. The company attributed performance to the HarborOne merger integration and strong commercial loan growth. During the earnings call, analysts questioned management about several key topics. CFO David Rosato indicated the margin should remain flat before improving later this year, contingent on interest rate movements. He dismissed credit quality concerns and noted most nonperforming loans originated from HarborOne and are well reserved. CEO Denis Sheahan confirmed the company is shifting away from acquisitions to focus on organic growth and share buybacks. Management expects the newly acquired mortgage business to contribute 8–10% of fee income.