Role details

Investment Analyst

Boston   •  Permanent

Bullet points

  • Opportunity to gain exposure investing in equity, debt, and private equity funds
  • Lean team of investment professionals managing multibillion-dollar portfolio

About Our Client

My client is a globally-recognized wealth management and investment advisory firm working with High Net Worth individuals and families. With 3 offices and over 40 employees in the Greater Boston location, the company provides the right candidate potential to grow into a significant leadership role.

Job Description

The Investment Analyst will be responsible for, but not limited, to:

  • Research new investment ideas and review current managers
  • Analyze the impact of macroeconomic trends and events on client portfolios
  • Construct and execute trade plans for client accounts

The Successful Applicant

The ideal candidate will posses the following characteristics:

  • Solid understanding of investments and portfolio management
  • Excellent problem solving skills, math aptitude, analytical and excel skills
  • Full-time experience in an analytical role (1-2 years)
  • Detail oriented who is able to work independently as well as in a team setting
  • Bachelor degree in accounting, finance, mathematics, quantitative science, or related field
  • Strong GPA
  • Currently pursuing or interested in pursuing the CFA or CFP

What's on Offer

  • Competitive base + bonus potential
  • Comprehensive benefit package
  • Strong internal growth potential

Apply for this job

Click the Apply or LinkedIn button below or contact Rob Bourdon quoting job reference 1209191
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