Investment Analyst
KBW Financial Staffing & Recruiting · Boston, MA · 1 wk ago
FinanceFull-time
Responsibilities
- Conduct in-depth fundamental research on public companies and develop investment recommendations.
- Monitor assigned sectors and proactively identify new investment opportunities.
- Perform due diligence on third-party investment managers through research, meetings, and performance analysis.
- Prepare investment memos and present research findings to the investment team.
- Track portfolio holdings, monitor performance, and provide ongoing investment analysis.
- Support portfolio management activities, including trade execution and implementation.
Qualifications
- Bachelor's degree in Finance, Economics, Accounting, or a related field.
- 3+ years of experience in equity research, asset management, or investment analysis.
- Strong financial modeling and valuation skills with advanced Excel proficiency.
- Excellent analytical, quantitative, and research skills.
- Progress toward the CFA charter or an MBA is a plus.
- Experience with Bloomberg, FactSet, Capital IQ, or similar investment research platforms is preferred.
Pay
$115K - $140K + Bonus
Schedule
Hybrid - 2-3 days in office