Investment Analyst

Job Summary & Functions

• Sourcing investment ideas, maintaining sector coverage, conducting fundamental research, and presenting recommendations to the investment team.
• Sourcing, evaluating, and performing due diligence on third-party managers, including leading diligence meetings and providing investment recommendations.
• Monitoring existing portfolio holdings and supporting ongoing investment due diligence.
• Contributing to client presentation materials, client-related projects, and other ad hoc initiatives.
• Continuously developing investment expertise and contributing to team investment discussions.
• Providing trading support as needed.

Qualifications

• Intellectual curiosity, strong passion for investment research, and ability to collaborate effectively in a team environment.
• Strong analytical skills with the ability to gather information from diverse sources, perform fundamental and quantitative analysis, and communicate findings clearly and concisely.
• Ability to manage multiple priorities with accuracy and attention to detail.
• Team-oriented mindset with a focus on collective success.
• Self-motivated professional with a strong work ethic and proactive approach.
• Excellent written and verbal communication skills.
• Financial modeling experience (MS Excel) and strong quantitative skills.
• Proficiency with Microsoft Office applications.
• Experience with investment research platforms and applications is a plus.
• Minimum of 3 years of relevant experience, preferably in equity research, and a strong academic record (BA or BS required).
• Progress toward an MBA or CFA designation is preferred but not required.

Work Authorization

Applicants must be legally authorized to work in the United States without the need for sponsorship by the Firm (either now or in the future).

Compensation and Total Rewards Package

Choate offers a comprehensive Total Rewards package to our business professional team members. The firm also offers comprehensive health and well-being benefits, personal and professional development, career growth opportunities and a collegial and supportive culture. The anticipated pay range for this role is $116,000 - $143,000, representing our good faith and reasonable estimate of the salary range for this specific position at the time of posting. In addition, this role is eligible for a discretionary bonus based on performance. The actual offered rate for this position will be determined based on job-related, non-discriminatory factors, including but not limited to qualifications and experience, education, external market data and consideration of internal equity.