Senior Investment Analyst - Portfolio Strategy

Atlantic Group; Boston (MA); On-site; USD 100,000 - 155,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid paternity leave

Paid maternity leave

Job summary

A financial services firm in Boston is seeking a Senior Investment Associate to support portfolio management and investment strategy. This role involves conducting research, assisting with due diligence, and preparing performance reports. Ideal candidates should have a Bachelor's degree in Finance or Economics, 4+ years of relevant experience, strong analytical skills, and proficiency in Excel. Benefits include medical and vision insurance, 401(k), and paid parental leave.

Qualifications

• 4+ years of relevant investment or asset management experience.
• Detail-oriented and able to manage multiple priorities in a fast-paced environment.

Responsibilities

• Conduct research and analysis across asset classes and investment strategies.
• Support portfolio management, asset allocation, and rebalancing activities.
• Assist with due diligence on new investments and monitor existing portfolios.
• Prepare investment materials and performance reports for internal and client use.
• Provide insights on portfolio performance, risk, and optimization.

Skills

Strong analytical skills

Financial modeling

Communication skills

Proficiency in Excel

Education

Bachelor’s degree in Finance, Economics, Accounting, or related field

CFA or advanced degree preferred

Tools

Investment research tools

Job description

A financial services firm in Boston is seeking a Senior Investment Associate to support portfolio management and investment strategy. This role involves conducting research, assisting with due diligence, and preparing performance reports. Ideal candidates should have a Bachelor's degree in Finance or Economics, 4+ years of relevant experience, strong analytical skills, and proficiency in Excel. Benefits include medical and vision insurance, 401(k), and paid parental leave.