Senior Investment Analyst, CFA

Overview

My client company, a prestigious family office located in Boston which makes and manages investments on behalf of a select group of UHNW families whose portfolios contain hundreds of millions of dollars in investible assets, is seeking a Senior Investment Analyst, CFA.

Reporting to the Partner, Public Investments in this newly created position, this person will be fully immersed in all aspects of Firm operations including providing assistance with building portfolios; working on asset allocation construction and portfolio rebalancing, performance / investor reporting, investment monitoring including portfolio trade activity, preparing for client portfolio reviews, and completing ad hoc project work / analysis while maintaining a focus in the Public Equity space.

With that being said, this role is a FANTASTIC opportunity for a CFA who offers 5-10 years working with public equity securities.

Compensation includes a base salary in the $120K- $170K range, depending on experience, plus bonus and benefits.

If you are interested and qualified in pursuing this position, please send your updated resume to adamc@fanning-boston.com

Fanning, a division of Masis Staffing Solutions

Responsibilities

• Assist with building portfolios and asset allocation construction.
• Contribute to portfolio rebalancing and investment monitoring, including portfolio trade activity.
• Prepare for client portfolio reviews and assist with performance / investor reporting.
• Complete ad hoc project work / analysis with emphasis in the Public Equity space.

Qualifications

Compensation

Base salary range : $120,000.00 - $170,000.00 per year, plus bonus and benefits.

How to apply

Interested and qualified candidates should submit an updated resume to the provided email address.

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