Investment Specialist

Masis Professional Group; Boston (MA); On-site; USD 150,000 - 200,000; Full time

Job summary

Masis Professional Group seeks an Investment Specialist to join a team focused on hedge fund investor relations and product strategy. This role sits at the intersection of investments, product management, and client relations, supporting alternative investment strategies that may include Equity Long/Short, Global Macro, Credit, and Multi-Strategy.

You will work with investment professionals and relationship teams to translate complex portfolio, performance, and market information into clear

Qualifications

• 6+ years of experience in the investment industry (hedge funds, alt assets, or related).
• Strong understanding of hedge fund strategies and markets.
• Excellent written and verbal communication with clients and internal teams.
• Ability to analyze portfolio positioning, performance, risk, and market data.

Responsibilities

• Develop deep understanding of hedge fund strategies, investments, processes, and competitive positioning.
• Evaluate business opportunities and contribute to strategic planning initiatives.
• Support development and evolution of investment products and client solutions.
• Serve as a subject matter expert for internal teams and external clients on investment topics.
• Communicate portfolio positioning, performance, and market developments to clients.

Skills

Investment analysis

Communication skills

Analytical thinking

Independent work

Education

MBA

CFA (desirable)

Tools

Bloomberg

FactSet

Job description

Our client is seeking an experienced Investment Specialist to join a team focused on hedge fund investor relations and product strategy. This position sits at the intersection of investments, product management, and client relations, supporting alternative investment strategies that may include Equity Long/Short, Global Macro, Credit, and Multi-Strategy. The Investment Specialist will work closely with investment professionals, relationship teams, and other internal partners to provide analytical insight, support product strategy, and address the needs of institutional clients. This is an excellent opportunity for an investment professional who combines strong analytical capabilities with the communication skills needed to translate complex portfolio, performance, and market information into clear and compelling insights for clients and internal stakeholders.

Key Responsibilities

• Develop a deep understanding of assigned hedge fund strategies, investment processes, portfolio construction, and competitive positioning.
• Evaluate business opportunities and contribute to strategic planning initiatives.
• Support the development and evolution of investment products and solutions based on client needs and market opportunities.
• Serve as a subject matter expert and portfolio resource for internal teams and external clients.
• Help ensure investment products remain aligned with client objectives and established investment guidelines.
• Participate in formal investment and product review processes.
• Support decisions related to product guidelines, pricing, and risk capacity.
• Analyze portfolio positioning, investment performance, risk exposures, and relevant market trends.
• Conduct product-level risk and performance attribution reviews.
• Partner with investment teams to understand portfolio developments and communicate relevant insights to internal stakeholders.
• Provide analytical support around performance drivers, portfolio changes, and market conditions.
• Translate complex investment and portfolio information into clear and understandable takeaways.

Investor Relations & Client Support

• Partner with relationship management teams to address investment-related questions from clients and prospects.
• Serve as an investment resource for internal client-facing professionals.
• Develop the expertise necessary to represent investment strategies directly to clients, prospects, and consultants.
• Communicate portfolio positioning, performance, investment philosophy, and market developments.
• Support business development efforts by providing investment and product expertise throughout the client engagement process.

Marketing & Investment Communications

• Create and maintain client presentations, marketing materials, and other investment communications.
• Develop messaging that clearly articulates investment strategy and product differentiation.
• Review and contribute to RFPs and other client and prospect requests.
• Help ensure investment messaging remains accurate, consistent, and aligned with the underlying strategies.
• Identify opportunities to automate and improve analytical, reporting, and communication workflows.

Qualifications

• 6+ years of relevant investment industry experience, ideally within a hedge fund, alternative asset manager, sell-side organization, investment management firm, or management consultancy.
• Strong understanding of investment markets and alternative investment strategies.
• Advanced analytical and critical-thinking skills with strong attention to detail.
• Ability to analyze portfolio positioning, investment performance, risk, and market information.
• Strong written and verbal communication skills with the ability to clearly explain complex investment concepts.
• Ability to work independently while collaborating effectively with investment, client, and business teams.
• Comfortable taking initiative and operating in situations that may involve ambiguity.
• Excellent organizational and time-management skills with the ability to manage competing priorities.
• Familiarity with Bloomberg and/or FactSet is preferred.
• MBA and/or CFA designation is desirable but not required.
• Global investment experience, perspective, and/or additional language skills are a plus.

The Ideal Candidate

The ideal candidate will bring a combination of investment knowledge, analytical ability, and client-facing communication skills. This individual should be comfortable digging into portfolio performance and risk data, working closely with investment professionals, creating high-quality investment materials, and communicating strategy and positioning to sophisticated clients.

This opportunity is particularly well suited for someone who is intellectually curious, proactive, and interested in building deep expertise across hedge fund strategies while serving as an important connection between investment teams and clients.