Investment Analyst

Boston, Massachusetts (US)
Competitve compensation & benefits package with the potential to develop personally &professionally.
Aug 24, 2017
Sep 23, 2017
CFA Charterholder
Employment Type
Full Time


Provide equity analysis on healthcare and other sectors for the Disciplined Equity team & mid-cap team.

Requires knowledge of sector and industry trends and fundamentals as well as knowledge of individual companies.

Modeling of company financials and apply applicable valuation metrics.

Work closely with Disciplined Equity team to recommend position changes within strategy under Disciplined Equity guidelines and investment process

Work closely with Mid Cap Growth team to recommend position changes within strategy under Mid Cap Growth guidelines and investment process

Provide analytical and other support to investment team members

Provide input in response to Relationship Manager requests.

Write rationales for purchases and sales and post on portal.

Ability to work as part of a team and take instruction from team members.

Ability to work independently and exercise sound judgment.

Ability to solve problems, prioritize work, provide sound advice, and meet deadlines in a sometimes-demanding work environment.

Excellent oral and written communication skills.

Strong organizational skills and detail orientation.

Open-minded, flexible, and willing to listen to other people’s opinions.

Interpersonal skills necessary to effectively communicate in person and over the phone with a variety of individuals at a variety of levels.

Knowledge and Skills

A Bachelor’s Degree is required.

CFA preferred.

Minimum 10+ years of experience plus proficiency in the equity field, preferably in Healthcare related areas.

Strong handle on companies, competitive issues, and factors affecting the performance

Team player than can join us in the growth of our research team to deliver outstanding performance to our clients