Investments Rotational Program Analyst

FM•Boston, MA

4d•Onsite

About The Position

The FM Investment Management team (FMIM) is responsible for the investment and professional management of general account assets in excess of twenty-five billion dollars. FMIM takes a long-term, total return approach and employs both internal investment management expertise and external partners to manage assets that include public and private investments across the full range of asset classes, including equities, fixed income, and alternatives. The Investments Rotational Program (IRP) is a two-year rotational program that provides early-career individuals with the opportunity to develop their skills, knowledge and experience in institutional investment management through an immersive experience with the FM Investment Management team. Successful candidates will join the FMIM team for the specified period of time and through rotational assignments will work with multiple investment leaders, gaining exposure to a range of portfolio management and operational activities. This program is ideal for candidates wishing to develop broad and rigorous early-career experience in institutional investing with a world-class dedicated investment team.

Requirements

4-year bachelor’s degree
1+ years of institutional investment management or related work experience (related internships will be considered)
Intellectually curious and driven self-starter
Motivated to be working in a competitive and fast paced industry
Exceptional research and analytical abilities
Strong communication, presentation and collaboration skills
Strong quantitative skills including Microsoft Excel and financial modeling
Microsoft Office

Nice To Haves

Advanced coursework in economics, investments, accounting, finance, data science, quantitative methods, and/or statistics
CFA or CAIA, or progress towards
Knowledge of Bloomberg, FactSet, and related analytical platforms

Responsibilities

Work closely with Investment team colleagues to research markets or investment strategies and contribute to the development of actionable insights
Conduct market and industry research covering current and developing sector trends
Support the sourcing, analysis, due diligence and onboarding processes for investment strategies
Contribute to research meetings with written recommendations, analysis and/or presentations
Attend and document due diligence and research calls with investment managers, company management, and/or research providers
Develop analytics to monitor the performance of investments and conduct portfolio and risk analytics
Initiate and manage projects to improve efficiency of processes and operations across the team
Provide operational, compliance, reconciliation, documentation and reporting support, with a focus on accuracy, efficiency and business relevance
Ad Hoc projects as needed by the business, including Capstone Presentation at the end of two-year program