Investment Research Associate

Jobtailor

Boston (MA)

On-site

USD 90,000 - 130,000

Full time

2 days ago
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Job summary

Jobtailor invites applications for a three-year Investment Research Associate program in Boston. You will rotate across multiple teams, gaining hands-on experience in quantitative and fundamental methods, across equities, fixed income, alternatives, and asset allocation.

You will help develop investment models, interpret market drivers, and work on complex analyses while collaborating with senior researchers, PMs, and traders.

Qualifications

  • Completed Bachelor’s or Master’s degree by June 2027.
  • Degree in a quantitative/analytical field such as Mathematics, Economics, Financial Engineering, Physics, CS, or related discipline.
  • Demonstrated interest in investing through coursework or internship experience.
  • Strong verbal and written communication skills.
  • Programming 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.
  • Strong analytical and problem-solving skills; ability to synthesize information.

Responsibilities

  • Participate in a three-year rotational Investment Research Associate Program.
  • Rotate across investment teams and gain exposure to quantitative and fundamental approaches.
  • Work across equities, fixed income, alternatives, and asset allocation.
  • Develop and/or redefine investment models and frameworks for return drivers and market risks.
  • Complete complex analytical projects and interpret announcements and their implications.
  • Investigate macroeconomic themes and trends; present investment ideas to colleagues.
  • Collaborate with researchers, portfolio managers, and traders; contribute to research and decisions.
  • Transition to a full-time investment-team role upon program completion.

Skills

Investment Research
Quantitative Analysis
Python Programming
MATLAB Programming
SQL Familiarity
Data Synthesis
Market Risk Assessment
Investment Framework Development

Education

Bachelor’s or Master’s degree by June 2027
Quantitative/analytical field degree (Math, Economics, CS, etc.)

Tools

Generative AI Tools
MS Copilot
ChatGPT
Claude
Python
MATLAB
SQL

Job description

  • Participate in a three-year rotational Investment Research Associate Program
  • Rotate across multiple investment teams and gain exposure to quantitative and fundamental investment approaches
  • Work across equities, fixed income, alternatives, and asset allocation
  • Develop and/or redefine investment models and frameworks for understanding return drivers and associated market risks
  • Complete complex analytical projects
  • Interpret company announcements and their investment implications
  • Investigate macroeconomic themes and trends
  • Communicate and present investment ideas to colleagues
  • Work closely with experienced researchers, portfolio managers, and traders
  • Contribute to investment research and decision-making
  • Participate in ongoing research and investment training and firmwide initiatives
  • Transition into a full-time investment-team role upon program completion, potentially earlier
Requirements
  • 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
  • Submit a one-page Statement of Interest
  • Include a current résumé
  • Include a copy of transcript
Core Competencies

Demonstrates strong analytical skills and a solid foundation in quantitative and analytical fields, with proficiency in Python or MATLAB for investment modeling. Capable of synthesizing complex information and presenting investment insights effectively within a collaborative team environment.

Highest-signal resume keywords
  • Investment Research
  • Quantitative Analysis
  • Python Programming
  • Strong Communication Skills
  • Analytical Problem-Solving
ATS Optimization Keywords
Hard Skills
  • Quantitative Analysis
  • Investment Modeling
  • Python Programming
  • MATLAB Programming
  • SQL Familiarity
  • Data Synthesis
  • Market Risk Assessment
  • Investment Framework Development
  • Analytical Project Completion
  • Macroeconomic Investigation
Soft Skills
  • Strong Communication Skills
  • Proactive Initiative
  • Intellectual Curiosity
  • Team Collaboration
  • Multitasking Ability
Industry Keywords
  • Investment Research
  • Equities
  • Fixed Income
  • Alternatives
  • Asset Allocation
  • Return Drivers
  • Market Risks
  • Investment Opportunities
  • Investment Training
  • Firmwide Initiatives
Tools & Technologies
  • Generative AI Tools
  • MS Copilot
  • ChatGPT
  • Claude
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