Investment Analyst (Boston, MA) Amherst CollegeInvestment Analyst (Boston, MA)Boston, MA$100,000–$110,000 / yearOver time, we expect the analyst will develop a broad range of responsibilities, including: Assisting team members with investment analysis, including research on investment organizations, people, investment strategies, and geographical markets, as well as specific companies and portfolios of companies, industries, and investment structures. Amherst has taken a leadership role among highly selective liberal arts colleges and universities in successfully diversifying the racial, socio-economic, and geographic profile of its student body.
Quantitative Investment Analyst - Custom Income Strategies (CIS) Loomis, Sayles & Company, L.P.Quantitative Investment Analyst - Custom Income Strategies (CIS)Boston, MA$100,000–$160,000 / yearThe team is based in Boston, MA and is comprised of 9 individuals including the director of CIS, one portfolio manager, two associate portfolio managers, one strategist, one senior analyst, one associate and two investment directors. Employ and enhance existing, proprietary portfolio construction tool to create model portfolios in close collaboration with portfolio managers and strategists across investment teams.
Investment Analyst Wellington Management Company LLPInvestment AnalystBoston, MAAdditional responsibilities include creation and maintenance of marketing materials, review and updating of RFPs, responses to client and prospect questions, monthly and quarterly performance commentary, tracking allocations, assisting with internal updates to PMs, exposure analysis, and general flow data and analysis. HF Investor Relations 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.
Investment Analyst - Portfolio Construction Factory Mutual Insurance CoInvestment Analyst - Portfolio ConstructionBoston, MAIt would require helping build and produce risk and exposure reports, conducting market and portfolio research, delivering analytics driven insights that inform risks and positioning across the portfolio. Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners.
Investment Analyst Wellington ManagementInvestment AnalystBoston, MassachusettsThe 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.
Senior Investment Analyst (CFA required) Great GraySenior Investment Analyst (CFA required)Boston, MassachusettsThis individual will support the full breadth of the team’s responsibilities—spanning portfolio management, manager research, content development, and internal and external client support—with particular emphasis on advanced Excel skills and working knowledge of private markets. Lead the preparation and maintenance of complex, multi-tab Excel models supporting portfolio construction, quarterly rebalancing, de-risking processes, and target allocation analysis; advanced Excel proficiency is essential for this role.
Investment Analyst Wellington Management Company, LLPInvestment AnalystBoston, MAThe 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.
Private Equity Investment Analyst Union Park CapitalPrivate Equity Investment AnalystBoston, MAAnalysts will cultivate long-term relationships with seasoned executives to conduct primary research and evaluate prospective industries – ultimately yielding high quality, proprietary deal flow for new platform investments and add-on acquisitions to portfolio companies. The investment strategy focuses on under-managed businesses in fragmented markets where we can partner with management teams to cultivate businesses through a combination of organic growth and careful strategic add-on acquisitions.
Investment Analyst - Equity Research Factory Mutual Insurance CoInvestment Analyst - Equity ResearchBoston, MAEstablished nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners. They work with FM to better understand the hazards that can impact their business continuity to make cost-effective risk management decisions, combining property loss prevention with insurance protection.
Investments Analyst Shine Associates, LLCInvestments AnalystBoston, MA$105,000–$135,000 / yearThe firm invests throughout the United States in single property transactions and multiple property portfolios whereby the investment strategies are based on property-level operational enhancements as well as those with pricing advantages that arise from distressed, complex, and dislocated scenarios. CLIENT DESCRIPTION The firm is a real estate focused private equity firm that invests in a wide variety of opportunistic and value-oriented commercial real estate transactions where the conditions exist for compelling absolute returns over a short and medium duration.
Fixed Income Research Associate - Liberty Mutual Investments Liberty Mutual Holding Company IncFixed Income Research Associate - Liberty Mutual InvestmentsBoston, MAWith deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. Collaborate with Portfolio Managers, Traders, and other investment analysts to maintain a One Team/One Portfolio approach to investment decision-making, leveraging diverse perspectives to identify and pursue investment opportunities that align with overall portfolio objectives.
Investment Analyst, Fixed Income Manulife Financial CorpInvestment Analyst, Fixed IncomeBoston, MA$78,000–$140,500 / yearManulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. Complete research, including conducting credit analysis and/or analysis of classes of securities, market trends, yield and duration relationships, and pricing trends between different fixed-income sectors.
Investment Analyst Program - January 2027 Class Cambridge AssociatesInvestment Analyst Program - January 2027 ClassBoston, MassachusettsBase salary range for this role: Pay Range Minimum: 80000 Pay Range Maximum: 87000 In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Work as part of an investment team in one of three practice areas alongside Investment Directors and co-IAs to assess investment managers’ portfolios and support client requests and questions.
Investment Analyst Program - July 2027 Class Cambridge AssociatesInvestment Analyst Program - July 2027 ClassBoston, MassachusettsBase salary range for this role: Pay Range Minimum: 80000 Pay Range Maximum: 87000 In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Work as part of an investment team in one of three practice areas alongside Investment Directors and co-IAs to assess investment managers’ portfolios and support client requests and questions.
Investment Analyst, OCIO Operations NEPC CareersInvestment Analyst, OCIO OperationsBoston, MassachusettsAs an OCIO Operations Analyst, you will be responsible for supporting the OCIO Operations team in the processing and reconciliation of all aspects of the trading process for OCIO portfolios including trade communication, cash reconciliations, positions reconciliation, trade acknowledgement, and settlement confirmation. In this highly visible and fast paced role, you will play a role in overseeing all aspects of trading OCIO client portfolios including trade execution and settlement, portfolio policy monitoring, cash management and reconciliation.
Investment Banking Analyst Corporate Finance - Healthcare Services Citizens Financial Group IncInvestment Banking Analyst Corporate Finance - Healthcare ServicesBoston, MA$110,000–$120,000 / yearThe Investment Banking Analyst will be involved in all facets of Citizens' investment banking activities and will play an integral role supporting the origination and execution of a broad range of transactions, including private and public financings (equity, equity-linked and debt), mergers and acquisitions and other advisory services across the group with a specific focus on healthcare. Experience with related financial services software including S&P CapitalIQ, S&P Leveraged Commentary, Advantage Data, Bloomberg, Thomson One, Thomson Loan Pricing Connector, FactSet, etc.
Quantitative Investment Analyst FidelityQuantitative Investment AnalystBoston, MassachusettsRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Investment Operations Analyst CareerscapeInvestment Operations AnalystBoston, MA$82,000–$110,000 / yearFull timeDaily responsibilities include resolving trade breaks, monitoring corporate actions, and maintaining clean position and cash records across a broad set of managed accounts. This role sits at the intersection of portfolio management and back-office infrastructure, providing critical support across trade settlement, reconciliation, and reporting functions.
Senior Investment Tax Analyst Brown Brothers Harriman & CoSenior Investment Tax AnalystBoston, MA$65,000–$90,000 / yearTax Analyst will prepare, and train others in calculating the partnership tax workpapers - including partner allocation of taxable income and expense items, tax returns and their associated schedules and attachments, reportable transaction analysis, fund structure guidance, tax estimates, as well as other client deliverables. About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management.
Class of 2028 Diversified Industrials Group, Investment Banking - Summer Analyst D.A. Davidson & Co.Class of 2028 Diversified Industrials Group, Investment Banking - Summer AnalystBoston, MADavidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Summer Analyst positions working with the firm's Diversified Industrials Investment Banking Group in Denver, CO. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.