Investment Analyst – Portfolio Construction

FM•Boston, MA

3h•Onsite

About The Position

FM is seeking a highly analytical and collaborative Investment Analyst to join their investment team. The analyst will support the team on portfolio construction, risk management, and investment strategy across major asset classes. This role involves building and producing risk and exposure reports, conducting market and portfolio research, and delivering analytics-driven insights to inform risks and positioning across the portfolio. The position requires strong analytical skills and financial modeling expertise to support decision-making across the investment platform.

Requirements

Bachelor’s degree in quantitative field (e.g., Finance, Economics, Mathematics, Engineering).
1+ years prior investment industry experience.
Programming skills, with proficiency in Python.
Excellent analytical and problem-solving skills with a keen attention to detail.
Demonstrated interest in investment management and quantitative finance.
Strong work ethic, positive attitude, and a collaborative, team-oriented mindset.
High sense of ownership and accountability.

Nice To Haves

Master’s degree in quantitative field (e.g., Finance, Economics, Mathematics, Engineering).
2+ years prior investment industry experience highly preferred.
Familiarity with Bloomberg, FactSet, BI tools, databases is a plus.

Responsibilities

Apply quantitative and analytical techniques to support asset allocation, portfolio construction, and risk management across the total portfolio and individual asset classes.
Monitor and evaluate portfolio performance, attribution, and risk metrics.
Maintain and enhance internal tools and databases used for investment analysis and reporting.
Develop expertise in financial time series analysis, statistical methods, and advancements in quantitative finance.
Collaborate with investment operations, accounting, and other support functions to ensure seamless execution and reporting.
Produce and maintain periodic reports and screeners across various markets and asset classes.
Participate in webinars, conferences, and training sessions to stay current on developments in quantitative.
Research and implement relevant ideas from academic literature and practitioner research to improve portfolio outcomes.
Perform additional duties and ad-hoc analysis as needed.