Company Overview:
A Massachusetts-based multi-family office with $5.5 billion in assets under
management provides comprehensive advisory services, including financial
planning, portfolio management, tax planning, and estate planning. They are
seeking an Investment Analyst to join their team in Boston, focusing on public
market investments and portfolio management.
Job Responsibilities:
* Conduct fundamental and quantitative analysis of dividend-focused stocks and
fixed income securities.
* Monitor and manage portfolio trading activities, ensuring timely execution
and adherence to investment guidelines.
* Perform regular account rebalancing to maintain targeted asset allocations
and risk profiles.
* Generate comprehensive performance reports, including calculations and
analysis of IRR, beta, alpha, and standard deviation.
* Develop and maintain financial models and dashboards for ongoing performance
monitoring and scenario analysis.
* Collaborate with external investment managers, brokers, and custodians to
optimize trading and reporting processes.
* Prepare investment memos, market commentary, and presentations for internal
stakeholders.
* Engage in client-facing activities, communicating portfolio strategy,
performance, and market outlook.
* Assist with due diligence and evaluation of new investment opportunities
across public markets.
* Stay current on market trends, economic developments, and changes in
regulatory environments.
Qualifications:
* CFA charterholder required.
* 5 to 10 years of experience in public markets investment analysis.
* Expertise in managing dividend-oriented equity portfolios and fixed income
instruments.
* Strong skills in trading execution, portfolio rebalancing, and risk
management.
* Proficiency in performance measurement and attribution, including modeling
IRR, beta, alpha, and standard deviation.
* Excellent analytical, quantitative, and financial modeling abilities.
* Familiarity with portfolio management and reporting systems such as
Bloomberg, FactSet, or Addepar is a plus.
Compensation:
Salary: $125,000 – $175,000, Plus Bonus
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