2027 Investment Research Associate

Gmo Llc; Boston, Northern (MA, KY); Hybrid; USD 100,000 - 125,000; Full time

Benefits offered by this job

Discretionary bonus

Medical insurance

Dental insurance

Life insurance

401(k)/profit-sharing

Job summary

GMO is a Boston-based global investment manager offering multi-asset class and alternative strategies. The Investment Research Associate Program is a three-year rotational opportunity across investment teams, designed for intellectually curious individuals who will gain exposure to both quantitative and fundamental approaches.

Associates rotate every six to eight months, work closely with researchers, PMs, and traders, and aim for placement on investment teams after completion with potential

Qualifications

• Completed Bachelor’s or Master’s degree by June 2027.
• Degree in a quantitative or analytical field such as Mathematics, Economics, Financial Engineering, Physics, Computer Science, or related discipline.
• Demonstrated interest in investing through coursework or internship experience.
• Strong verbal and written communication skills.
• Programming experience in Python or MATLAB; familiarity with SQL is a plus.
• Familiarity with generative AI tools and prompt engineering.
• Genuine passion for investing and a strong desire to analyze opportunities.
• Willingness to take initiative and contribute a differentiated perspective.

Responsibilities

• Develop and/or redefine investment models and frameworks across markets.
• Complete complex analytical projects.
• Interpret company announcements and their investment implications.
• Investigate macroeconomic themes and trends.
• Communicate and present investment ideas to colleagues.

Skills

Python

MATLAB

SQL

Generative AI

Investment analysis

Communication skills

Problem solving

Education

Bachelor's or Master's in quantitative field

Job description

Company Profile

Founded in 1977, GMO is a global investment manager committed to delivering superior long-term investment performance and advice to our clients. We offer investment strategies and solutions where we believe we are positioned to add the greatest value for our investors. These include multi-asset class, equity, fixed income and alternative offerings.

We manage approximately $80bn for a client base that includes many of the world’s most sophisticated institutions, financial intermediaries, and private clients. Industry-wide, we are well known for our focus on valuation-based investing, willingness to take bold positions when conditions warrant, and candid and academically rigorous thought leadership. Jeremy Grantham, GMO’s Co-Founder and Long-Term Investment Strategist, is renowned as an expert in identifying speculative investment bubbles and also as a leading climate investor and advocate.

GMO is privately owned and employs over 430 people worldwide. We are headquartered in Boston, with additional offices in Europe, Asia and Australia. Our company-wide culture emphasizes commitment to clients, intellectual curiosity, and open debate. We celebrate and respect our differences, while embracing and valuing what each of us brings to work, as we know that diverse teams in an inclusive, caring environment achieve higher engagement and better client results.

Position Overview

The Investment Research Associate Program is a three-year rotational opportunity designed for highly motivated and intellectually curious individuals. Associates will rotate across multiple investment teams at GMO, gaining exposure to both quantitative and fundamental investment approaches across a range of asset classes, including equities, fixed income, alternatives, and asset allocation.

The program is structured to develop future investors by providing hands‑on experience and continuous training. Associates work closely with experienced researchers, portfolio managers, and traders, contributing meaningfully to investment research and decision‑making.

Each rotation typically lasts six to eight months, though timing and assignments may vary based on team needs, individual skills, and interests. Ongoing research and investment training, along with firmwide initiatives, support integration into GMO’s culture and investment philosophy.

The goal is to place associates into full‑time roles on investment teams upon completion of the program. In some cases, permanent placement may occur before the three‑year period concludes.

Responsibilities

• Develop and/or redefine investment models and frameworks for understanding the drivers of returns and associated risks across markets
• Complete complex analytical projects
• Interpret company announcements and their investment implications
• Investigating macroeconomic themes and trends
• Communicating and presenting investment ideas to colleagues

Qualifications

• Completed Bachelor’s or Master’s degree by June 2027
• Degree in a quantitative or analytical field such as Mathematics, Economics, Financial Engineering, Physics, Computer Science, or a related discipline
• Demonstrated interest in investing through relevant coursework or internship experience
• Strong verbal and written communication skills
• Programming experience in at least one of Python or MATLAB; familiarity with SQL is a plus
• Familiarity with generative AI tools (e.g., MS Copilot, ChatGPT, Claude) and prompt engineering
• Genuine passion for investing and a strong desire to analyze investment opportunities
• Willingness to take initiative, embrace risk, and contribute a differentiated perspective
• Strong analytical and problem‑solving skills, with the ability to synthesize information, identify key insights, and draw conclusions
• Proactive and intellectually curious, with the ability to prioritize, multitask, and thrive in a collaborative, team‑oriented environment
• Fewer than two years of relevant experience in the investment industry

Salary and Benefits

$100,000 - $125,000 a year

This is a reasonable, good faith estimate of the current salary range for this role. GMO’s salary range accounts for a wide array of factors that are considered in making compensation decisions including but not limited to skill sets and market demand for skills; level of experience and training; specific qualifications, performance, time in role/company, geographic location, and other business and organizational needs.

In addition, this position is eligible for a discretionary annual bonus award, which award may be determined by individual, team, department and firm performance, and is subject to the terms of GMO’s compensation plan. This position is also benefits eligible. GMO’s comprehensive benefits program includes medical insurance, dental insurance, life insurance, long‑term disability coverage, a 401(k)/profit‑sharing retirement plan, open paid time off, leaves of absences, dependent care resources, tuition reimbursement, charitable gifts matching, flexible spending accounts, and commuter benefits.

GMO is committed to the recruitment, employment, and promotion of all candidates equally, regardless of an individual's gender, race, color, national origin, ancestry, age, religion, pregnancy, marital status, sexual orientation, gender identity or expression, military or veteran status, genetic information, physical or mental disability (except where such disability is a bona fide occupational disqualification) or any other classification protected under federal, state or local law.