Investment Analyst
Boston, MA | Hybrid
A Boston‑based boutique investment advisory firm is seeking an Investment Analyst to join its growing investment team. This role is ideal for candidates with 1+ years of relevant experience who are looking to build a strong foundation in investment analysis within a collaborative, research‑driven environment.
Role Overview
The Investment Analyst will support all aspects of the investment process, including monitoring existing investment strategies and assisting with due diligence on prospective opportunities. The role provides broad exposure to investment research, portfolio analysis, and client support, offering meaningful responsibility early and a clear path for growth over time.
Analysts contribute to asset allocation research, portfolio implementation, and ongoing investment oversight. Responsibilities include attending investment manager meetings, analyzing fund performance, and producing clear, concise research notes for internal stakeholders and client‑facing teams.
In addition to investment responsibilities, the analyst will support multiple client teams by assisting with portfolio management activities and preparing materials for client meetings. The role also includes ad hoc research projects and close collaboration with senior advisors.
Responsibilities
- Monitor existing investment strategies and managers
- Support due diligence on new and prospective investments
- Assist with asset allocation research and portfolio implementation
- Attend investment manager meetings and summarize key takeaways
- Analyze fund performance and broader market conditions
- Prepare written research notes and internal investment materials
- Assist with portfolio management tasks and client meeting preparation
- Support client teams with research and analytical needs
Qualifications
- Bachelor's degree in finance, economics, or a quantitatively oriented field
- 1+ year of relevant experience in investment research, financial services, consulting, audit, or a related field
- Strong Excel and PowerPoint skills; Bloomberg experience a plus
- Strong written and verbal communication skills
- High attention to detail and commitment to self‑checking work
- Intellectual curiosity and desire to learn and improve
- Genuine interest in capital markets and investment advisory work
- CFA or progress toward the CFA designation is a plus
The Opportunity
This is a hybrid role within a small, growing, and collaborative firm that works with a select group of sophisticated private clients. Analysts are given early exposure to senior investment professionals, hands‑on involvement in the investment process, and the opportunity to develop both analytical and client‑oriented skills over time.
Compensation is competitive and commensurate with experience.
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Beacon Hill. Employing the Future™
