Investment Analyst

We are currently seeking a Senior Investment Analyst to join the RIA team in our Back Bay location.  This position provides support to the Chief Equity Strategist, with emphasis on investment strategy and ESG. 

Essential Duties and Responsibilities

•    Responsible for equity asset class/market-related due diligence and recommendations for client portfolios – including both internally and externally managed strategies or vehicles

•    Conduct primary market research to identify attractive sectors, industries, companies and secular themes related to equity and ESG investment ideas

•    Create and maintain marketing materials in concert with internal/external marketing partners

•    Create and maintain models for ongoing investment process (Factset/excel, Morningstar)

•    Maintain list of approved investments, both internally and externally managed strategies

•    Help oversee and implement trades across client accounts and investment strategies

•    Work with RIA team members to maintain and evolve our vendor relationships, particularly related to investment applications 

•    Work with the Chief Equity Strategist to produce written publications that include: quarterly newsletter, quarterly thesis updates, ad hoc thought pieces, and white papers

•    Articulate the firm’s view regarding market insights and convictions in group settings as well as one-on-one meetings

•    Support Chief Equity Strategist in managing internal equity strategies and external managers for families, endowments, and foundations

•    Help provide thought leadership, strategy development, and market positioning for our ESG/Sustainable offering

Skills and Qualification

•    3-5 years of (pre-MBA) experience within equity research and ESG/Sustainable investments

•    Ability to support a robust (fundamentally driven) investment process and philosophy

•    Strong familiarity with global capital markets and understanding of the key drivers of economic and market cycles

•    Proven ability to generate differentiated investment ideas for high conviction equity strategies and selection of outside managers across asset classes

•    Disciplined approach to risk management and keen understanding of client risk tolerance

•    Strong written and oral communication/presentation skills to articulate our value proposition and differentiators – particularly as it relates to investments

•    Team player and self-starter with ability to multi-task and manage priorities effectively

•    Proficiency with Factset, Morningstar Direct, excel modelling, and Powerpoint

•    Extremely organized with sharp attention to detail and commitment to accuracy

•    Strong judgement and problem solving skills


  • You need to sign in to save