Job Description

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. 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 The post Investment Analyst appeared first on Landing Point. Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Finance and Sales Industries Staffing and Recruiting Referrals increase your chances of interviewing at Landing Point by 2x Sign in to set job alerts for “Investment Analyst” roles. 2026 North America Private Equity Analyst-Associate Program Boston, MA $80,000.00-$95,000.00 4 days ago Quantitative Researcher, Private Equity Co-Investments (Boston, London or Dublin) Investment Analyst - Wellington Management Company, LLP Boston, MA $65,000.00-$150,000.00 7 hours ago Director of Investments and Financial Planning Office of Street Investment Management, CEO, MD VP, External Investment Management - Public Equities Investment Analyst - Wellington Management Company, LLP Boston, MA $65,000.00-$150,000.00 7 hours ago Cambridge, MA $55,000.00-$65,000.00 5 hours ago Investment Management Talent Sorting & Training Program Investment Analyst - Wellington Management Company, LLP Boston, MA $65,000.00-$150,000.00 7 hours ago Director, Private Equity Investment Management Advisory (OPEN TO ALL US LOCATIONS) Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services - Multiple Locations Strategist, Investment Platform Business Enablement Investment Analyst - Wellington Management Company, LLP Boston, MA $80,000.00-$180,000.00 7 hours ago Senior Asset Management and Investment Funds Associate Citi Private Bank - UHNW Investment Counselor - Dir / MD GTM Strategy and Operations Analyst - Commercial Model Validations Investment Risk Consultant Investment Management Financial Communications Lead We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Landing Point

Job Tags

Full time, Work at office,

Similar Jobs