Junior Analyst - Public Equities - Boston Family Office

Reporting into the CEO of the USA, the Junior Equities Analyst in supporting the management of a large, multi-million dollar public equities portfolio on behalf of a Boston based, prestigious Family Office. Whilst the trades will be made by the Director, this position will be responsible for trade support, idea generation, in depth financial analysis, market monitoring and formulating and presenting market recommendations. Main duties and responsibilities will include the following:

• Offer daily support to the Portfolio Manager of a value/income focused US equities portfolio
• Manage administration for trade reconciliations, confirmations, and settlements and resolve trade issues with counter party and back-office support
• Monitor portfolio risk, and assist with asset allocation, portfolio modeling, reporting, and analytics
• Utilize the core investment criteria to screen companies for further review
• Provide real-time monitoring of portfolio activity and relay important points of feedback to key decision-makers
• Contribute to the production of internal research, including quarterly earnings reviews, and manage the related document library
• Assist with presentations to internal and external stakeholders for both portfolio strategy and performance reporting
• Refine portfolio monitoring and reporting processes to develop and implement enhancements to systems
• Perform other duties and responsibilities as required by the position

Over time, the candidate is expected to take ownership of fundamental equity analysis and contribute to strategic direction.

• Perform fundamental research and analysis on existing portfolio companies
• Generate new ideas in US listed equities for inclusion in firm's focus list
• Communicate views on market conditions and individual holdings to the Investment Committee

Please note that this is not a remote opportunity and a presence in the office in Downtown Boston is required.

Apply today using the link provided and your resume will be considered within 48 hours of application.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.