Investment Analyst jobs in Massachusetts
Investment Analyst analyzes and researches financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Collects and researches economic data, financial metrics, and market conditions to develop and build financial models, forecasts, and investment strategies. Being an Investment Analyst monitors and analyzes portfolio performance, asset allocation, and risk exposure to ensure alignment with the organization's investment objectives, strategies, and risk tolerance levels. Prepares investment reports and analyses on investment opportunities or strategies to identify trends and recommend actions for the organization. Additionally, Investment Analyst utilizes mathematical formulas and statistical analyses to identify potential or alternative investments and calculate and evaluate financial health, returns, and fair value of securities, assets, or other investments. Requires a bachelor's degree. Typically reports to a manager. The Investment Analyst work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be an Investment Analyst typically requires 4-7 years of related experience. (Copyright 2024 Salary.com)
Recently Added Investment Analyst jobs
Investment Analyst
- Wellington Management
-
Boston, MA
FULL_TIME
-
About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About The Role
Investment products & Strategies - EQUITY
The Equity Product Management (“EPM”) Group At Wellington Management Works Closely With Our Equity Investment Teams, Relationship Teams, And Business Colleagues Across The Firm To Support Our Clients’ Investment Needs. Our Equity Investors Span a Wide Range Of Disciplines, Geographies, Industries, Market Capitalizations, And Styles. The Product Management Function Has Three Main Objectives
Product Development and Marketing
EPM contributes to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants.
Investment Integrity and Risk Management
EPM acts as an independent advisor to ensure the integrity of the investment and risk management processes, as well as consistency with client parameters and objectives, conducts regular product risk and performance attributions reviews, and contributes to formal, investment review group processes
Business Management
EPM contributes to business management, including managing risk, capacity, pricing and guidelines, leads resolution of internal business challenges, and collaborates on product management business to share investment integrity, marketing and product development best practices.
Role And Responsibilities
The Investment Analyst will work as part of one or more product coverage teams to contribute to the broad efforts of EPM. The primary focus of the role is to provide analytical leverage to the team as well as be a point of contact for a variety of internal constituents regarding inquiries about the investment teams and products under coverage.
Responsibilities include performing analyses related to portfolio positioning, attribution and risk, market trends, competitive positioning, and pricing. Additional responsibilities may include creation and maintenance of marketing and client materials, review of RFPs, responses to client questions, automation of workflow, and collaboration on the development of client solutions and new investment approaches.
Qualifications
Success in the role requires a demonstrated interest in equity investing and passion for learning. A positive, collegial attitude and high level of professionalism are essential, as are creativity, initiative and the ability to thrive in a fast-paced, team-oriented environment with tight deadlines.
We Are Seeking Candidates Who Display The Following Characteristics- A Bachelor’s degree with very strong academic credentials and a record of achievement
- 2-5 years of relevant experience and progress towards the CFA are preferred
- Demonstrated analytical skills including the ability to organize and synthesize data to reach conclusions
- Solid judgment, intellectual curiosity, and willingness to take a differentiated perspective
- Attention to detail combined with a solutions-oriented mindset
- Ability to write clearly and succinctly in a variety of communication settings
- Articulate with an interest in developing presentation skills
- Proactive with an ability to work both independently and in collaboration with a global team
- Strong technical skills; mastery of MS Excel and familiarity with Factset are a plus but not essential
- Ability to organize, manage, and prioritize time well
- Grace under pressure with an ability to adapt to get things done
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.
Benefits
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 65,000 - 150,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time) - 9 Days Ago
Investment Analyst
- Massachusetts Mutual Life Insurance Co.
-
Springfield, MA
OTHER
- Role: Investment AnalystDepartment: Investment ManagementTeam: Quantitative Research & DevelopmentLocation: Springfield, MA or Boston, MA - HybridPosition: Full-Time (3 days in office per week)The Opp...
- 15 Days Ago
Investment Analyst
- MassMutual
-
Springfield, MA
FULL_TIME
- Role: Investment AnalystDepartment: Investment ManagementTeam: Quantitative Research & DevelopmentLocation: Springfield, MA or Boston, MA - HybridPosition: Full-Time (3 days in office per week)The Opp...
- 16 Days Ago
Treasury Analyst I
- Boston Financial Investment Management
-
Boston, MA
FULL_TIME
- PURPOSE AND JOB SUMMARY The Treasury Accountant is responsible for preparing, processing and tracking treasury activity for Low Income Housing Funds. Responsibilities include assisting in the preparat...
- 12 Days Ago
Data Quality Lead Analyst
- MFS Investment Management
-
Boston, MA
FULL_TIME
- At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put peo...
- 1 Month Ago
Analyst II, Asset Management (Stabilized)
- Boston Financial Investment Management
-
Boston, MA
FULL_TIME
- PURPOSE & JOB SUMMARY As an Analyst on the Asset Management Team, you will support the asset management of one of the nation’s largest and most diverse portfolios of affordable housing properties. You...
- 6 Days Ago
Investment Analyst jobs at Popular Companies
Investment Analyst
- Oasis Management Company Ltd.
-
Austin, TX
- Description: Oasis seeks to attract bright, curious minds to help the firm create value for investors in the Oasis funds...
- 6/10/2024 12:00:00 AM
Investment Analyst
- HECKMANN FINANCIAL
-
Middleton, WI
- About Heckmann Financial: Heckmann Financial is a holistic financial planning and wealth management group located in Mid...
- 6/10/2024 12:00:00 AM
Investment Analyst
- Trog Hawley Capital
-
West Palm Beach, FL
- Company Description Trog Hawley Capital is a single-family office established in 2012, located in West Palm Beach, Flori...
- 6/10/2024 12:00:00 AM
Investment Analyst
- Palisades
-
Austin, TX
- COMPANY OVERVIEW: Palisades Group is an alternative asset manager in the global residential credit markets having manage...
- 6/10/2024 12:00:00 AM
Investment Analyst
- Sarasota, FL, Co.
-
Sarasota, FL
- Sarasota, FL, Co. seeks an Investment Analyst. BA in business req. Send detailed resume to: Ceres Environmental Services...
- 6/10/2024 12:00:00 AM
Investment Analyst
- Robert Half
-
The Woodlands, TX
- We are partnered with a rapidly growing Oil & Gas company based in The Woodlands looking to add an Analyst to their team...
- 6/9/2024 12:00:00 AM
Investment Analyst
- Fanning/Masis
-
Boston, MA
- Investment Analyst Seeking to recruit an Analyst to work with our Investment Strategy team. The individual will be focus...
- 6/8/2024 12:00:00 AM
Investment Analyst
- Heck Capital Advisors
-
Rhinelander, WI
- Position Location Rhinelander, WI Background of Heck Capital Advisors Heck Capital Advisors, LLC is an independent inves...
- 6/7/2024 12:00:00 AM
About Massachusetts
Massachusetts is the 7th-smallest state in the United States. It is located in the New England region of the northeastern United States and has an area of 10,555 square miles (27,340 km2), 25.7% of which is water. Several large bays distinctly shape its coast. Boston is the largest city, at the inmost point of Massachusetts Bay, and the mouth of the Charles River.
Despite its small size, Massachusetts features numerous topographically distinctive regions. The large coastal plain of the Atlantic Ocean in the eastern section of the state contains Greater Boston, along with most of the state's po...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Analyst jobs
$110,050 to $149,417
Most Popular Cities in Massachusetts for Investment Analyst Jobs
What does an Investment Analyst do?
Investment Analyst in Vineland, NJ
In your investment analyst job description, you might indicate you desire a candidate who has abundant experience in financial research.
October 04, 2019
Investment Analyst in Saint Petersburg, FL
However, in general investment analysts examine economic trends and their impact on investment potential.
November 03, 2019
Investment Analyst in Fort Collins, CO
A good system will enhance an investment manager’s research by centralizing information, fostering collaboration, and increasing productivity.
December 15, 2019