Investment Analyst - Equity Research

Job Description 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. These owners, who share the belief that the majority of property loss is preventable, represent many of the world’s largest organizations, including one of every four Fortune 500 companies. 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. Summary This role supports senior investment professionals by assisting with fundamental and/or quantitative research to help generate investment returns that exceed established benchmarks. The position will sit within the Equities. A small portion of the role will involve ad‑hoc projects, where the individual will collaborate with members of the investment team and the Chief Investment Officer (CIO). Schedule & Location This is a full-time office-based position in Boston, MA (Financial District). Flexibility to work from home 1 day a week. Travel Requirements Domestic Travel may be required, up to ~10% annually. Responsibilities Support senior investment team members with qualitative and quantitative analysis of investment opportunitiesAssist with research related to existing and potential portfolio holdings, including:Macroeconomic conditionsIndustry and market trendsCompany‑specific factors such as financial results, management, strategy, and competitive positioningHelp develop analysis and recommendations that consider:Relevant risk factorsFinancial modeling and evaluationRelative attractiveness versus other investment optionsPotential impact on current or proposed portfolio positioningContribute to ad‑hoc projects as needed to support business prioritiesClearly and effectively communicate findings and recommendations through:Written summaries and analysisVerbal discussion during team meetingsAttend industry conferences and meetings to build knowledge and broaden investment perspective Qualifications Required Education Bachelor’s degree Highly Preferred Education Master’s degreeCFA (Chartered Financial Analyst) Required Work Experience 2+ years of experience in equity research and investment analysis. Highly Preferred Work Experience 3+ years of experience in equity research and investment analysis. Required Skills Strong skills in Microsoft Excel, financial modeling, and programmingFoundational knowledge of accounting, economics, and financial markets, with exposure to one or more asset classesStrong written and verbal communication skills, with the ability to collaborate effectively in a team environmentIntellectual curiosity and self‑motivation, with an interest in working in a fast‑paced, competitive industryExperience with Bloomberg, FactSet, or similar investment research systemsAbility to apply both qualitative and quantitative thinking to evaluate risk and return, even when information is incomplete Highly Preferred Skills Previous experienced covering the Tech sector (semiconductors, software, hardware, etc.) in a buys side roleAbility to distill industry dynamics and current emerging trends in the Tech sector The final job title, grade, and salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FM’s comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more. FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.