Careers

Pursue excellence.

The families we serve deserve our very best, every day. That’s our number one priority when considering professionals to join our firm. Loring, Wolcott & Coolidge has a collegial, collaborative environment where accomplished professionals who share our commitment to client service can build rewarding and satisfying careers. We are committed to promoting a healthy work-life balance, which includes offering a generous benefits package.

If you have a passion for helping clients achieve their financial goals, we invite you to explore LWC’s current opportunities listed below.

At Loring, Wolcott & Coolidge, we are committed to advancing diversity, equity, and inclusion – whether related to accessibility, gender, ethnicity, age or sexual orientation. Candidates from historically underrepresented backgrounds are strongly encouraged to apply.

Current opportunities

Open Positions

Senior Business Systems Analyst

The Senior Business Systems Analyst will actively support the firm providing both business and systems analysis.  This position is an analyst role requiring process and project management capabilities.  The Senior Business Systems Analyst will serve as liaison between IT and business end-users for the development of strategic technology projects.

This position routinely handles confidential information, while maintaining a high level of customer service.  Integrity, discretion, and respect for confidential information are absolutely essential.

Responsibilities

  • Demonstrate the ability in partnering with business units, systems infrastructure team, and application developers in the communication of required functionality of a new system or enhanced functionality in an existing application.
  • Review/analyze a business environment and identify productivity initiatives that bring value to the business or provide cost savings.
  • Elicit, document and manage business requirements.
  • Set meeting agendas, document meeting minutes, and track/resolve action items including providing status to teams and project managers.
  • Work closely with the technical team and business to ensure that developed functionality meets requirements.
  • Work with the business teams on all areas of implementation, including process and procedure description, test case development, process testing, training, measurement and reporting.

Requirements

  • 8+ years of experience working in a professional services environment.
  • BS/BA degree or equivalent required. Certification demonstrating industry expertise in is desired.
  • Detailed knowledge of Microsoft Systems including Windows 2008/2012/2016/2019 server, Windows 10, Exchange 2019, SQL 2019, SharePoint 2013, Active Directory and Office 2019.
  • Strong understanding of Internet routing, firewalls, and security principles.
  • Accommodate flexible work schedule to fulfill occasional, off-hours tasks supporting nightly processes and remote users
  • Must be able to lift and move equipment on a regular or as needed basis.
  • Willingness to work on everything from user-facing helpdesk tasks to senior level server administration.

Education and Experience

  • Bachelor’s degree in Business, Math, Computer Science, or a related discipline.
  • 5-7 years Business Systems Analyst experience in a Financial Services firm strongly preferred.
  • Knowledge of financial software development and use of databases, especially knowledgeable with database structures and experience in creating queries and reports using SQL compatible reporting tools.
  • Excellent verbal, listening and written communication skills with the ability to convey information to internal and external clients in a clear, focused and concise manner.
  • Experience/understanding of business process reengineering, business systems development and analysis, and workflow analysis.
  • Experience with AddVantage (Sungard System), GreenHill, Profx, OneSource, FactSet, Hummingbird DM & Charles River is a plus.
  • Strong aptitude to self-start projects and to take ownership of every facet of projects through completion while multi-tasking on other initiatives.

Skills

  • Must be able to learn new concepts within a complex and demanding environment
  • Must be willing and able to “own” the process and take responsibility for meeting challenging deadlines. This will require flexibility in hours from time to time
  • Have both a strong work ethic and a sense of “getting it right”
  • Solid customer service skills
  • Be a self-starter who is able to organize and manage own workload in a fast-paced environment
  • Have a “can do” attitude and be willing to do whatever it takes, consistent with the expectations for everyone else in the office

Reporting

The Senior Business Systems Analyst reports to the Head of Technology.

This position is exempt and is required to work Monday through Friday.  It may necessitate flexibility in hours from time to time with little or no advance notice.  The Senior Business Systems Analyst position is based in Boston, MA.

This position is eligible to participate in the Remote Workplace Program. Remote work and in-office work requirements are subject to change and are evaluated as part of the firm’s Remote Workplace Program.

This job description does not constitute an employment agreement between the employer and employee, and is subject to change by the employer, as the needs of the employer and requirements of the job change.

Notice to Employment Agencies: Employment agencies are an important component to our talent acquisition strategy, and we value the partnerships we have built with our preferred vendors. We will not accept unsolicited resumes from employment agencies for any employment opportunity. All resumes submitted by search firms directly to employees or hiring managers at Loring, Wolcott & Coolidge Trust in any form without a signed Employment Agency Agreement on file and search engagement for that position, will be deemed unsolicited in nature, and no fee will be paid in the event the candidate is hired as a result of the referral or through other means.

Sustainability Associate

The Sustainability Group was founded by industry pioneer Amy Domini in 1987 as the socially responsible investing arm of Loring, Wolcott & Coolidge, a 200-year-old asset management firm. Guided by our deep commitment to creating a more just and sustainable world, we offer clients the opportunity to profitably invest their assets in a manner that can make a positive difference in the lives of people and our planet. In addition to managing customized portfolios of public equity holdings with Environmental, Social and Governance (ESG) research integration, we offer an active shareholder advocacy program that includes thoughtful proxy voting and direct corporate engagement, as well as robust impact investments directly in community development financial institutions (CDFIs). For more information on the firm, please visit www.lwcotrust.com and www.sustainabilitygroup.com.

Reporting to the Head of the Sustainability Group, the Sustainability Associate will be responsible for assisting the team with a variety of workflows and projects across Impact Investing, ESG (Environmental, Social, and Governance), and Shareholder Advocacy. This is a unique opportunity within the sustainable investing industry to learn from practitioners across the “three legs of the stool”. The role requires an individual that has a passion for sustainability, thrives collaborating with a multi-disciplinary team, has strong attention to detail, exhibits excellent analytical and communication skills, and is nimble, self-directed, and able to meet tight deadlines. Integrity, discretion and respect for confidential information are absolutely essential.

Key Responsibilities

  • Assist in managing the impact investment process, performing tasks including but not limited to: managing impact investing transaction proposals, reconciling positions and income, and facilitating monthly status meetings between the Sustainability Group and Investment Operations teams.
  • Partner with the Impact Investing & Governance Specialist as liaison for the office and the community development financial institutions (CDFIs) with whom we interact.
  • Support ESG data and analysis to inform ongoing research and direct corporate engagements.
  • Identify and create clear, compelling, and engaging materials summarizing ESG attributes, risks, and performance, to be used with clients and prospective clients.
  • Track relevant news, regulatory developments, policies, and corporate practices relating to community development and sustainability.
  • Maintain research directories and document databases.
  • Support quarterly portfolio and performance reporting.

Requirements and Qualifications

  • Up to 3 years’ relevant work experience in a professional services environment. Recent graduates will be considered with relevant internship experience and/or coursework.
  • Desirable academic backgrounds include (but are not limited to) sustainability, finance, economics, environmental science, or social sciences.
  • Experience working at or with credit unions, banks, cooperatives, or similar community development entities is desirable but not required.
  • Strong passion for sustainability, Socially Responsible Investing, and/or ESG issues.
  • Familiarity with ESG data and related frameworks.
  • Comfort with quantitative and qualitative research and analysis.
  • Proficiency in MS Excel, Word and PowerPoint required; experience with Bloomberg, FactSet, or other data platforms desirable.
  • Effective communication skills, particularly writing.
  • Deep curiosity and willingness to learn and take on new areas of job responsibilities.
  • Consistent and strong follow-up skills with high attention to detail

Reporting & Work Requirements

The Sustainability Associate reports to the Head of the Sustainability Group and will work closely with other members of the Sustainability team in supporting the office in its entirety.

This position is non-exempt and is required to work Monday through Friday. It may necessitate flexibility in hours, from time to time, with little or no advance notice. The Sustainability Associate position is based in Boston, MA.

The Sustainability Associate position is eligible to participate in the Remote Workplace Program, allowing for in-office and remote working ability. Remote work and in-office work requirements are subject to change and are evaluated as part of the firm’s Remote Workplace Program.

This job description does not constitute an employment agreement between the employer and employee, and is subject to change by the employer, as the needs of the employer and requirements of the job change.

Notice to Employment Agencies: Employment agencies are an important component to our talent acquisition strategy, and we value the partnerships we have built with our preferred vendors. We will not accept unsolicited resumes from employment agencies for any employment opportunity. All resumes submitted by search firms directly to employees or hiring managers at Loring, Wolcott & Coolidge Trust in any form without a signed Employment Agency Agreement on file and search engagement for that position, will be deemed unsolicited in nature, and no fee will be paid in the event the candidate is hired as a result of the referral or through other means.

To apply, use the form below.

Please feel free to submit your resume for a current or future opportunity.

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