• Location: Boston MA
• Type: Perm
• Job #24012

Company Overview:
A Massachusetts-based multi-family office with $5.5 billion in assets under management provides comprehensive advisory services, including financial planning, portfolio management, tax planning, and estate planning. They are seeking an Investment Analyst to join their team in Boston, focusing on public market investments and portfolio management.

Job Responsibilities:

• Conduct fundamental and quantitative analysis of dividend-focused stocks and fixed income securities.
• Monitor and manage portfolio trading activities, ensuring timely execution and adherence to investment guidelines.
• Perform regular account rebalancing to maintain targeted asset allocations and risk profiles.
• Generate comprehensive performance reports, including calculations and analysis of IRR, beta, alpha, and standard deviation.
• Develop and maintain financial models and dashboards for ongoing performance monitoring and scenario analysis.
• Collaborate with external investment managers, brokers, and custodians to optimize trading and reporting processes.
• Prepare investment memos, market commentary, and presentations for internal stakeholders.
• Engage in client-facing activities, communicating portfolio strategy, performance, and market outlook.
• Assist with due diligence and evaluation of new investment opportunities across public markets.
• Stay current on market trends, economic developments, and changes in regulatory environments.

Qualifications:

• CFA charterholder required.
• 5 to 10 years of experience in public markets investment analysis.
• Expertise in managing dividend-oriented equity portfolios and fixed income instruments.
• Strong skills in trading execution, portfolio rebalancing, and risk management.
• Proficiency in performance measurement and attribution, including modeling IRR, beta, alpha, and standard deviation.
• Excellent analytical, quantitative, and financial modeling abilities.
• Familiarity with portfolio management and reporting systems such as Bloomberg, FactSet, or Addepar is a plus.

Compensation:
Salary: $125,000 – $175,000, Plus Bonus