Investment Analyst

JOB FUNCTION: Finance & Accounting
JOB TYPE: Direct Hire
COMPENSATION: $65k - $80k
POSTED: Nov 23, 2022

Our client is a dynamic law firm located in Boston, MA. They are looking for an Investment Analyst to join their team. If you are looking for an innovative culture, flexible workplace, and a place to grow, then this is the perfect fit for you!

Salary/Hourly Rate:

$65k – $80k

Position Overview:

The Investment Analyst will work with the Portfolio Managers. You will help monitor existing portfolio positions and assess their outlook.

Responsibilities of the Investment Analyst:

  • Working closely with the Investment team
  • Developing and maintaining spreadsheets and screens related to managers and portfolios
  • Writing rationales for purchases and sales
  • Providing trading support as needed
  • Modeling company financials and apply applicable valuation metrics

Qualifications of the Investment Analyst:

  • 1 – 3+ years of experience in the investment field
  • Demonstrated interest in investment research
  • Excellent oral and written communication skills
  • Strong organizational skills and detail orientation

Education Requirements:

  • Bachelor’s degree in Finance or a related field is required
  • Progress towards CFA/CFP is preferred


  • Full benefits provided by the client
As a woman-owned firm, we value diversity. We are an equal opportunity employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request an accommodation.
Position ID: 116299