Investments Rotational Program Analyst

Summary

The FM Investment Management team (FMIM) is responsible for the investment and professional management of general account assets in excess of twenty-five billion dollars. FMIM takes a long-term, total return approach and employs both internal investment management expertise and external partners to manage assets that include public and private investments across the full range of asset classes, including equities, fixed income, and alternatives.

About the role

The Investments Rotational Program (IRP) is a two-year rotational program that provides early-career individuals with the opportunity to develop their skills, knowledge and experience in institutional investment management through an immersive experience with the FM Investment Management team. Successful candidates will join the FMIM team for the specified period of time and through rotational assignments will work with multiple investment leaders, gaining exposure to a range of portfolio management and operational activities.

Responsibilities

• Work closely with Investment team colleagues to research markets or investment strategies and contribute to the development of actionable insights
• Conduct market and industry research covering current and developing sector trends
• Support the sourcing, analysis, due diligence and onboarding processes for investment strategies
• Contribute to research meetings with written recommendations, analysis and/or presentations
• Attend and document due diligence and research calls with investment managers, company management, and/or research providers
• Develop analytics to monitor the performance of investments and conduct portfolio and risk analytics
• Initiate and manage projects to improve efficiency of processes and operations across the team
• Provide operational, compliance, reconciliation, documentation and reporting support, with a focus on accuracy, efficiency and business relevance
• Ad Hoc projects as needed by the business, including Capstone Presentation at the end of two-year program

Qualifications

• Required Education: 4-year bachelor’s degree
• Preferred Education: Advanced coursework in economics, investments, accounting, finance, data science, quantitative methods, and/or statistics
• Required Work Experience: 1+ years of institutional investment management or related work experience (related internships will be considered)

Skills & Competencies

• Intellectually curious and driven self-starter
• Motivated to be working in a competitive and fast-paced industry
• Exceptional research and analytical abilities
• Strong communication, presentation and collaboration skills
• Strong quantitative skills including Microsoft Excel and financial modeling
• Knowledge of Bloomberg, FactSet, and related analytical platforms

Schedule & Location

This position is an exempt, full-time office-based position working 5 days each week Monday-Friday at our Boston, MA location (Financial District - South Station). Up to 20% travel may be required based on business needs. Candidates may be engaged in the following areas, depending on business needs:

Pay

The final 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.

Benefits

FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.