Associate Investment Analyst, Equities

FM•Boston, MA

1d•Onsite

About The Position

Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners. These owners, who share the belief that the majority of property loss is preventable, represent many of the world’s largest organizations, including one of every four Fortune 500 companies. They work with FM to better understand the hazards that can impact their business continuity to make cost-effective risk management decisions, combining property loss prevention with insurance protection. This role supports senior investment professionals by assisting with fundamental and/or quantitative research to help generate investment returns that exceed established benchmarks. The position will sit within the Equities. A small portion of the role will involve ad‑hoc projects, where the individual will collaborate with members of the investment team and the Chief Investment Officer (CIO).

Requirements

Bachelor’s degree
1+ year of relevant experience in investments, equities in particular
Strong skills in Microsoft Excel, financial modeling, and programming
Foundational knowledge of accounting, economics, and financial markets, with exposure to one or more asset classes
Strong written and verbal communication skills, with the ability to collaborate effectively in a team environment
Intellectual curiosity and self‑motivation, with an interest in working in a fast‑paced, competitive industry
Experience with Bloomberg, FactSet, or similar investment research systems
Ability to apply both qualitative and quantitative thinking to evaluate risk and return, even when information is incomplete

Nice To Haves

Master’s degree
CFA (Chartered Financial Analyst)
3+ years of relevant experience in investments, equities in particular
Previous experienced covering the Tech sector (semiconductors, software, hardware, etc.) in a buys side role
Ability to distill industry dynamics and current emerging trends in the Tech sector

Responsibilities

Support senior investment team members with qualitative and quantitative analysis of investment opportunities
Assist with research related to existing and potential portfolio holdings, including: Macroeconomic conditions, Industry and market trends, Company‑specific factors such as financial results, management, strategy, and competitive positioning
Help develop analysis and recommendations that consider: Relevant risk factors, Financial modeling and evaluation, Relative attractiveness versus other investment options, Potential impact on current or proposed portfolio positioning
Contribute to ad‑hoc projects as needed to support business priorities
Clearly and effectively communicate findings and recommendations through: Written summaries and analysis, Verbal discussion during team meetings
Attend industry conferences and meetings to build knowledge and broaden investment perspective