Investment Desk Insights Analyst

Fiduciary Trust Company; Boston (MA); Vor Ort; USD 70.000 - 85.000; Vollzeit

Zusammenfassung

Fiduciary Trust Company is seeking an Investment Services Analyst to serve as the primary contact for investment-related questions from Investment Officers and to bridge the Investment Officers with the Investment Management Team.

You will provide timely investment insights across equities, fixed income, ETFs, mutual funds, and macro developments, attending Investment Committee meetings and fund update sessions with managers to inform portfolio decisions.

Qualifikationen

• 1-3 years of investment management experience or related field.
• Bachelor’s degree in finance or related field; CFA progress a plus.
• Knowledge of investing and global financial markets; familiarity with investment software is a plus.
• Strong interpersonal and communication skills with relationship management focus.
• Excellent quantitative and analytical skills with high attention to detail.

Aufgaben

• Attend Investment Committee meetings and maintain understanding of recommendations and priorities.
• Participate in discussions on new investment opportunities and act as conduit between committees and officers.
• Attend meetings with external fund managers to stay informed on updates and strategy changes.
• Monitor key takeaways from fund manager meetings and relay concise updates to officers.
• Develop familiarity with the firm’s investment lineup and maintain due diligence records.

Kenntnisse

Investment experience

Interpersonal skills

Analytical skills

Attention to detail

Deadline management

Ausbildung

Bachelor's degree in finance

CFA designation progress

Tools

Bloomberg

Morningstar

FactSet

UBS HOLT

Jobbeschreibung

Fiduciary Trust Company is seeking an Investment Services Analyst to serve as the primary contact for investment-related questions from Investment Officers and to bridge the Investment Officers with the Investment Management Team.

You will provide timely investment insights across equities, fixed income, ETFs, mutual funds, and macro developments, attending Investment Committee meetings and fund update sessions with managers to inform portfolio decisions.