Investment Adviser Career Center

Heritage Investors Management Corporation is searching for a Chief Compliance Officer to manage all aspects of the firm’s compliance program. Heritage, based in Bethesda, MD, is an SEC-registered investment advisor managing approximately $4.9 Billion in assets. Established in 1975, Heritage has consistently delivered value to its clients by understanding their financial objectives and utilizing a disciplined, time-tested investment process that effectively achieves them. Heritage is proud of its track record and its focus on the individual client as the basis for its investment strategy. ESSENTIAL DUTIES AND RESPONSIBILITIES Manage, implement, operate and be responsible for the firm’s compliance program. Monitor and test the firm’s policies and procedures to determine the adequacy and effectiveness of the firm’s compliance program. Prepare and submit all required regulatory filings and disclosure documents in a timely and accurate manner. Train and...

This position is based in Boston, MA. To apply for this role, send a resume and cover letter to careers@eventideinvestments.com Eventide is a pioneering asset management firm that seeks to put capital to work in businesses that advance the global common good and help change the world. Founded in 2008, Eventide has soon become one of the leaders in values-based investing through a biblical worldview. Our principled investment framework has been recognized by the WallStreet Journal, Barrons, Investment News, Fast Company, Entrepreneur, among others. Our best-in-class culture has been awarded multiple Best Places to Work awards from the Boston Globe, Boston Business Journal and Pension and Investments. Eventide employees work hard for the sake of others—our clients, our colleagues, and our world. Our mission is to honor God and serve our clients through investments that make the world rejoice. Eventide is seeking to hire a detail-oriented...