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Quantitative Research Analyst Salary in Massachusetts, USA

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Research Director, Software/SaaS Cost Optimization
IDC, Needham
IDCResearch Director, Software/SaaS Cost OptimizationUS-MA-NeedhamJob ID: 2024-5419Type: Regular (Full Time)# of Openings: 1Category: ResearchIDCOverviewIDC US/Canada is seeking Research Director, Software/SaaS Cost Optimization. We’re building a team of analysts as a part of an exciting new venture at IDC. This position will focus on developing research content and recommendations to help technology and procurement executives’ source, negotiate and close the optimal deal with software vendors. This role at IDC might be the perfect fit for you. We’re building a team of analysts as a part of an exciting new venture at IDC. This position will be central to developing the research approach and insights to help technology executives confidently and quickly determine the best vendor to drive the optimal business outcomes for their critical software investment decisions Why IDC?IDG is a dynamic and innovative data, research, and services company at the forefront of guiding the global technology market ecosystem. Our mission is to help companies grow by putting technology insights into action, and empowering businesses to make better decisions and thrive in the digital-first age. IDC, the largest division of IDG, is the most respected global technology market research firm. Building upon terabytes of proprietary data, expert thought leadership, and existing digital products, IDC is creating new generative Artificial Intelligence (AI)-powered business lines that serve its customers in fundamentally new ways This position is based in IDG’s Needham, MA office. 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Research Director, RFI/RFP Management
IDC, Needham
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A strong comfort level with writing is an essential for success in this position. Strong research and Investigational skills required.An analytical mind with a strong desire to uncover trends and patterns through a combination of qualitative and quantitative research.Comfortable using Microsoft Excel (including pivot tables) to analyze survey data.Demonstrable track record and passion for driving change and doing things differently.The ideal candidate is entrepreneurial, collaborative, and decisive.About IDC: International Data Corporation (IDC) is the premier global provider of market intelligence, advisory services, and events for the information technology, telecommunications and consumer technology markets. IDC helps IT professionals, business executives, and the investment community make fact-based decisions on technology purchases and business strategy. More than 1,300 IDC analysts provide global, regional, and local expertise on technology and industry opportunities and trends in over 110 countries worldwide. For 50 years, IDC has provided strategic insights to help our clients achieve their key business objectives. IDC is a subsidiary of IDG, the world's leading technology media, research, and events company. IDC is an Equal Opportunity Employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, handicap, race, color, religion, gender, gender identity and expression, ancestry, national origin, age, genetic information, military or veteran status, sexual orientation, marital status or other categories protected by law. At IDC, we are committed to fair and equitable pay practices. We pay our employees equitably for their work, commensurate with their individual skills and experience. 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Prospect Management and Research Analyst
Clark University, Worcester
Category:: Staff and AdministratorsSubscribe:: Department:: UA-Development Research 7230Locations:: Worcester, MAPosted:: Jul 26, 2023Closes:: Open Until FilledType:: Full-time - ExemptPosition ID:: 165273About Clark University:Founded in 1887, Clark was one of the first all-graduate institutions in the United States. Today the University is a highly-ranked, student-centered institution educating approximately 2,350 undergraduate and 1,150 graduate students to be imaginative and contributing citizens of the world and to advance the frontiers of knowledge and understanding through rigorous scholarship and creative effort. This commitment to scholarship and inquiry reflects the University's commitment to "challenge convention and change our world" and to address issues of critical importance to society. It is also reflected by Clark's many national and international distinctions, including recognition for its diversity and inclusion efforts, innovation, community engagement and impact, as a top green campus, and for having a distinguished geography and international development program. Clark has also been included in the groundbreaking Colleges that Change Lives guide since it was first published in 1996.Clark is located in Worcester, Massachusetts, a dynamic, diverse city "on the rise." The second largest city in New England, Worcester is home to 11 institutions of higher learning and is increasingly recognized for its growing healthcare and biotechnology communities, its thriving cultural scene, and as a vibrant food hub.Job Description:Prospect Management and Research AnalystAs a Prospect Management and Research Analyst within the University Advancement Team, you will play a critical role in supporting the organization's fundraising efforts. Reporting directly to the Executive Director of Advancement Services and Prospect Research, your primary responsibility will be to identify and research alumni who have capacity to make significant philanthropic gifts to the university and identify non-alumni individuals with philanthropic interests that align with university priorities. You will be responsible for prospect research, analysis, and managing prospect information in order to support the cultivation, solicitation, and stewardship of potential donors.Key Responsibilities:Conduct Prospect Research: Utilize various research tools, databases, and publicly available information to identify potential non-alumni donors who have a demonstrated interest in philanthropy and align with the university's campaign priorities. Prepare high level briefings for the president, senior leadership, and select volunteers that are accurate and concise.Prospect Evaluation: Assess the capacity, inclination, and philanthropic history of potential donors through comprehensive research and analysis. Provide insights and recommendations to the advancement team to determine the best approach for donor engagement.Prospect Management: Maintain accurate and up-to-date records of prospect information, interactions, and research findings in the donor database. Regularly update prospect profiles to ensure accurate tracking and strategic planning.Collaboration and Communication: Collaborate with other members of the advancement team, including gift officers, to share prospect research findings, insights, and strategies. Facilitate effective communication and coordination to maximize donor engagement and achieve fundraising goals.Campaign Priorities Alignment: Develop a deep understanding of the university's campaign priorities, strategic initiatives, and fundraising goals. Identify and prioritize potential donors whose philanthropic interests align with these priorities.Donor Pipeline Development: Contribute to the development and maintenance of a robust prospect pipeline by identifying new prospects.Data Analysis and Reporting: Analyze prospect data, performance metrics, and campaign progress to generate reports and provide insights to inform fundraising strategies and decision-making processes.Confidentiality: Adhere to the confidentiality, security, and integrity standards of Clark's University Advancement policies and procedures along with the ethical guidelines set forth in the Association of Prospect Researchers for Advancement Ethics Statement.Requirements:Education: Bachelor's degree in a related field, such as Business, Communications, or Nonprofit Management.Experience: Prior experience in prospect research, fundraising, development, or related fields within the nonprofit or higher education sector is highly desirable.Research Skills: Strong research abilities with proficiency in utilizing various research tools, databases, and publicly available information sources to gather relevant donor information.Analytical Thinking: Ability to analyze complex data and make strategic recommendations based on findings. Proficiency in data analysis and reporting.Attention to Detail: Exceptional attention to detail, accuracy, and data integrity when maintaining prospect records and performing research.Communication Skills: Excellent written and verbal communication skills. Ability to synthesize complex information into clear and concise reports, presentations, and donor profiles.Team Collaboration: Proven ability to collaborate effectively with cross-functional teams, including gift officers, fundraising professionals, and advancement staff.Confidentiality: Demonstrated understanding of the need for maintaining strict confidentiality and professionalism in handling sensitive donor information.Technology Proficiency: Familiarity with donor management systems, prospect research tools, and Microsoft Office suite.Strategic Mindset: Strong strategic thinking and problem-solving abilities to support the advancement team in achieving fundraising goals.Additional Information:As of June 1, 2023 Clark University no longer requires employees or students to be vaccinated against COVID-19. However, Clark urges all community members to follow CDC guidelines for COVID-19 vaccination, which recommend that everyone stay up to date with COVID-19 vaccines including booster doses. This is important for your own personal health as well as the health of our community.Clark University embraces equal opportunity as a core value: we believe that cultivating an environment that embraces and promotes diversity is fundamental to the success of our students, our employees and our community. This commitment applies to every aspect of education, services, and employment policies and practices at Clark. Our commitment to diversity informs our efforts in recruitment, hiring and retention. All positions at Clark share in the responsibility for building a community that values diversity and the uniqueness of others by exhibiting integrity and respect in interacting with all members of the Clark community to create an atmosphere of fairness and belonging. We strongly encourage members from historically underrepresented communities, inclusive of all women, to apply.Clark University offers a generous benefit package for full and, if applicable, part-time employees that include; paid time off, generous retirement plan, group health and dental insurance, life insurance, and tuition, along with use of many campus amenities. For a complete list of benefits for eligible employees visit here.Application Instructions:To be considered for this position, you must submit your credentials online. Create a Clark University Careers Account by clicking on the APPLY NOW button below. You will be able to upload the following documents, which are required for consideration:ResumeCover letterSee the FAQ for using our online system. Please contact us if you need assistance applying through this website.Already have a Clark University Careers Account? Login to your account to add documents or update your account.Review of applications will begin immediately and continue until the position is filled. Salary will be commensurate with skills and experience.Applicants must be currently authorized to work in the United States for any employer.A successful background check is required upon acceptance.
Research Director Cloud and Edge Infrastructure
IDC, Needham
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Our people, data, and analytics create global technology insights that accelerate customer success. IDC has been recognized for four consecutive years (2020, 2021, 2022, 2023) by the IIAR as the Analyst Firm of the Year which is one of the highest accolades for the technology market research industry.Our collaborative, innovative and entrepreneurial culture is the perfect place for you to discover your future. This position is based in IDG’s Needham, MA office. We will consider remote candidates from an approved US office location. We will consider remote approved Canadian locations (Alberta, British Columbia, and Nova Scotia) or in the Greater Toronto area. ResponsibilitiesDevelop and publish a comprehensive body of thought-provoking research on all aspects of the IaaS industry and market. This includes developing taxonomies, market share and forecast reports, vendor reports, technology assessments, end user reports and market perspectives.Propagate IDC’s point of view to the broader industry with the goal of establishing IDC as a market research leader in IaaS. This includes developing and delivering presentations on current and future industry trends, impact on vendors, and guiding IDC clients on the current and future state of the market. It also includes speaking at industry conferences and vendor events.Work with IDC colleagues to ensure the IaaS coverage is well rounded in terms of quantitative and qualitative, IT supplier and end user, decision maker and investor, and vertical industry specific coverage. Cultivate and manage executive-level relationships with customers, prospects, and other key industry players in the cloud IaaS market.Qualifications Bachelor's degree required; Master's degree preferred10+ years' experience in market research, product management, or product marketingKnowledge of cloud instance types, storage services, and on-premises cloud solutions from leading providers such as AWS, Microsoft, Google.Insights into hybrid and multicloud deployment models and the impact AI will have on cloud infrastructure.Research and/or marketing professional with good knowledge of market analysis frameworks such as market sizing models, market segmentation and competitive intelligenceExcellent written and verbal communication skills and the ability to analyze, present and articulate complex data setsGood interpersonal and organizational skills and the capacity to work both independently and within a teamAbout IDC: International Data Corporation (IDC) is the premier global provider of market intelligence, advisory services, and events for the information technology, telecommunications and consumer technology markets. IDC helps IT professionals, business executives, and the investment community make fact-based decisions on technology purchases and business strategy. More than 1,300 IDC analysts provide global, regional, and local expertise on technology and industry opportunities and trends in over 110 countries worldwide. For 50 years, IDC has provided strategic insights to help our clients achieve their key business objectives. IDC is a subsidiary of IDG, the world's leading technology media, research, and events company. IDC US is an Equal Opportunity Employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, handicap, race, color, religion, gender, gender identity and expression, ancestry, national origin, age, genetic information, military or veteran status, sexual orientation, marital status or other categories protected by law. At IDC US, we are committed to fair and equitable pay practices. We pay our employees equitably for their work, commensurate with their individual skills and experience. Salary range and additional compensation, including discretionary bonuses and incentive pay, are determined by a rigorous review process. This process considers the experience, education, certifications, and skills required for the specific role, equity with similarly situated employees, as well as employer-verified US region-specific market data provided by an independent 3rd party partner. The expected total annual compensation, depending on location and experience, is between $145,000 and $165,000 USD and is inclusive of base salary and variable compensation (if applicable). Compensation for IDC Canada will be determined based on current market data for CAD dollars.PI241511544
Clinical Research Coordinator/Data Analyst - Part Time
Massachusetts General Hospital(MGH), Boston
GENERAL SUMMARY/ OVERVIEW STATEMENT: Summarize the nature and level of work performed.The Massachusetts General Hospital Division of Cardiology and the adult Congenital Heart Disease Team is seeking a highly motivated and experienced individual for a Clinical Research Coordinator - Data Analyst hybrid position to assist with ongoing and future clinical research studies. This is a part time 20 hour per week positon. PRINCIPAL DUTIES AND RESPONSIBILITIES: Indicate key areas of responsibility, major job duties, special projects and key objectives for this position. These items should be evaluated throughout the year and included in the written annual evaluation.This Clinical Research Coordinator - Data Analyst position offers the opportunity to work on innovative projects related to the field. Responsibilities will include obtaining and maintaining patient data and study records, screening and recruiting patients for clinical studies, conducting data analysis on multi-dimensional clinical data. This Clinical Research Coordinator - Data Analyst will work on all aspects of clinical research project design, implementation, and communication of results. There will also be a need to act as a liaison between the IRB and the study team and maintain IRB related documents. The ability to work independently is a must. This is the ideal position for someone looking to work with a dedicated group of people to further and advance clinical research in the field of Adult Congenital Heart Disease while gaining invaluable medical and research experience.The Clinical Research Coordinator - Data Analyst will have broad responsibilities regarding the maintenance of the databases across multiple studies performed by the research group. The candidate will help to upkeep databases with ongoing data collection, plan and develop programs for statistical analyses, execute these programs, and interpret the results. The candidate will assist the investigators in the preparation of manuscripts and grant proposals based on the results. Opportunities will exist to propose research ideas and broaden the research background with varied tasks and assignments The successful candidate will have a background in math and science with strong quantitative and computational skills. Strong organizational and interpersonal skills, attention to detail, and the ability to prioritize multiple tasks are essential. The candidate must be self-motivated, independent in task completion, and comfortable accepting feedback and guidance from colleagues.This position is ideal for someone interested in pursuing medical school or further graduate studies.This is a part-time (20 hours/week) position; evening and weekend hours may occasionally be required to facilitate study conduct. There may be a need to take call on nights/weekends/holidays (depending on research study parameters).Qualifications SKILLS/ABILITIES/COMPETENCIES REQUIRED: Must be realistic, objective, measurable and related to essential functions of this job. • Participates in research protocols spanning a large range of areas that primarily relate to cardiology and cardiac critical care. • Recruitment and Enrollment in clinical research studies• Records and analyzes data from our clinical research studies• Actively participates in research database creation, upkeep, and analysis. • Experience in database design and management is preferred• Ability to perform database and medical record search using tools such as electronic data warehouse (EDW) or the Research Patient Data Registry (RPDR)• Must demonstrate statistical/analytic and reasoning skills to perform high level of problem solving. • Experience with computer programming and statistical analyses• May assist with writing protocols and manuscripts for submission to research journals and national scientific meetings.• Strong communication skills, a strong desire to contribute to the research team and a positive, proactive, attitude are required. EDUCATION: Specify minimum education and clearly indicate if preferred or requiredMinimum education required BA/BS (preferred in science-related field). EXPERIENCE: Specify minimum creditable years of experience and clearly indicate if preferred or requiredPrevious experience in clinical research is a plus.EEO Statement Massachusetts General Hospital is an Equal Opportunity Employer. By embracing diverse skills, perspectives and ideas, we choose to lead. Applications from protected veterans and individuals with disabilities are strongly encouraged.
Quantitative Financial Analyst
Flagstar Bank, N.A., Boston
Position Title Quantitative Financial AnalystLocation Work From Home United StatesJob Summary The Quantitative Financial Analyst is a key member of the Treasury team, advancing Flagstar's understanding of its customers, balance sheet, and risk exposures. The Analyst uses advanced quantitative and technical skills to produce insightful reporting, analysis, and recommendations that enables sound and profitable risk management and strategic decisions. The Analyst may have assignments related to interest rate risk measurement and management, liquidity risk measurement and management, asset valuation, asset profitability analysis, loan and deposit product pricing, and hedging portfolio performance analysis.Pay Range: $47,500.00 - $67,500.00 - $87,500.00Job Responsibilities:Development and maintenance of quantitative financial models used in risk measurement, income simulations, balance sheet management, or asset valuations.Analysis of model output, synthesis of information, and communication of conclusions and recommendations in a clear and concise manner to senior managers, executives, and the Board.Testing of established models, including back-testing, benchmarking, sensitivity testing, and scenario analysis.Develop automated solutions to simplify challenging and repetitive processes.ADDITIONAL ACCOUNTABILITIESPerforms special projects, and additional duties and responsibilities as required.Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.JOB REQUIREMENTS Required Qualifications: The minimum education and experience required complete each bullet point below. Items in this section must be objective, relevant, and clearly identifiable. Applicants who do not meet these criteria will not be considered. Education level required: Undergraduate Degree (4 years or equivalent) Finance, Mathematics, Economics, Engineering, or similar.Minimum experience required: Less than 1 year Mastery of quantitative fixed income and financial concepts, programming and financial modeling.ADDITIONAL ACCOUNTABILITIESPerforms special projects, and additional duties and responsibilities as required. Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
Investment Analyst (Quantitative) (2703419)
Placement Services USA, Inc., Boston, MA, US
Conduct quantitative research, advance portfolio management analytics, and perform portfolio management activities. Contribute to the quantitative analytics of institutional portfolios and build and enhance portfolio modeling, management, and monitoring systems. Work with Portfolio Managers and analysts within the team to assist in the development of stock selection models for emerging markets, global and international portfolios, global large cap, and small cap portfolios. Research and improve portfolio construction and optimization techniques. Create quantitative tools and infrastructure used to construct portfolios, conduct empirical research, and monitor portfolios. Support day-to-day portfolio management activities. Create presentation materials for Portfolio Managers. Present analysis and investment ideas to Portfolio Managers. Monitor research and events in the quantitative investment field with the goal of gaining investment and process insights that can enhance portfolio returns and risk management. Understand global macroeconomics and global financial markets with the goal of generating insights to improve risk adjusted returns of portfolios.The position is at a fixed location based in Boston, MA office; however, telecommuting is occasionally allowed.Two (2) years of experience performing quantitative equity analysis. Two (2) years of related experience (to be gained concurrently) in the following:-Programming with Python, SQL, and using Bloomberg, Factset, and Axioma-Research and portfolio management related work experience-Experience with portfolio construction and optimization research-Experience in doing alpha research.-Knowledge and prior research experience of PCA, Machine Learning (including CNN or NLP)-Experience in econometrics, quantitative methodologies, applied statistical analysis, model building.Requires a Master’s degree in Finance, Economics, Computational Finance, Statistics or a directly related field.Please copy and paste your resume in the email body do not send attachments, we cannot open them and email them at candidates at placementservicesusa.com with reference #2703419 in the subject line.Thank you.
Research Associate
Harvard University, Boston
Harvard UniversityPosition Title: Research AssociateReq ID: 66133BRSchool or Unit: Harvard Business SchoolDescription: Position DescriptionHarvard Business School (HBS) is seeking a qualified candidate for a Research Associate (RA) position. The position is ideal for intellectually ambitious researchers interested in doctoral studies in management, accounting, or applied economics disciplines and a research career. The job will expose candidates to applied quantitative and qualitative research and to executives, analysts, and investors in the field. The position reports directly to two faculty members from the Accounting and Management unit at Harvard Business School working on the following research topics: corporate governance, empirical asset pricing, performance measurement and compensation, and management systems for strategy execution and growth (focused on scaling ventures and geographically dispersed retail and service organizations).The RA position reports directly to faculty supervisor and administrative manager in the Research Staff Services office. Ideal RA candidates will be comfortable in an environment that requires a high level of independence, intellectual curiosity, and the ability to use discretionary judgment. Primary Duties: Support the development and execution of research projectsConduct background research for literature reviews and case materialsInterpret and codify qualitative data; use statistical programs to clean up quantitative data, create datasets, and run analysesUse advanced knowledge of quantitative techniques such as robust causal inference methods or machine learning analysis to further research findings; support the development of surveys (e.g., set them up online, approach and follow up with subjects); and help with the execution of field experiments and special projects (e.g., the creation of videos).Responsible for other duties as assigned. Basic QualificationsBachelor's degree in quantitative field required (Economics, Statistics, Computer Science, etc.) required, along with evidence of outstanding academic achievement.Statistical/programming expertise and/or applied experience with STATA and SAS required.Additional Qualifications and SkillsMasters degree preferred.Ideal RA candidates will demonstrate intellectual curiosity, a strong quantitative background, excellent writing skills, and an ability to use discretionary judgment.Candidates must have extremely high standards in terms of quality of work, attention to detail, organization skills, independence, initiative, and commitment to task completion.Diplomatic skills, comfort in interacting with individuals, and grace under pressure are essential. Candidates must be able to balance multiple tasks and shift priorities under tight deadlines at an accelerated pace when necessary.Strong skills related to the use of Microsoft Office Suite are expected (Latex a plus).Additional InformationThis is a full-time term appointment starting this summer through June 30, 2025, with potential for re-appointment for the following year. All HBS RA roles are structured as one-year appointments.This role is offered as a hybrid (some combination of onsite and remote) where you are required to be onsite at our Boston, MA based campus 3 days per week. Specific days and schedule will be determined between you and your manager.We may conduct candidate interviews virtually (phone and/or via Zoom) and/or in-person for this role.A cover letter is required to be considered for this opportunity. All candidates will be expected to submit a writing sample and transcript.Harvard Business School will not offer visa sponsorship for this opportunity.Culture of Inclusion: The work and well-being of HBS is profoundly strengthened by the diversity of our network and our differences in background, culture, national origin, religion, sexual orientation, and life experiences. Explore HBS work culture at https://www.hbs.edu/employment/.About UsFounded in 1908 as part of Harvard University, Harvard Business School (www.hbs.edu) is located on a 40-acre campus in Boston. The School offers two full-time MBA and PhD programs, more than 175 Executive Education programs, and certificates and courses through Harvard Business School Online. For more than a century, Harvard Business School faculty have drawn on their research, connection to practice, global expertise, and passion for teaching to educate leaders who make a difference in the world. The School and its curriculum attract the boldest thinkers and the most collaborative learners who will shape the practice of business and entrepreneurship around the globe.BenefitsWe invite you to visit Harvard's Total Rewards website (https://hr.harvard.edu/totalrewards) to learn more about our outstanding benefits package, which may include: Paid Time Off: 3-4 weeks of accrued vacation time per year (3 weeks for support staff and 4 weeks for administrative/professional staff), 12 accrued sick days per year, 12.5 holidays plus a Winter Recess in December/January, 3 personal days per year (prorated based on date of hire), and up to 12 weeks of paid leave for new parents who are primary care givers. Health and Welfare: Comprehensive medical, dental, and vision benefits, disability and life insurance programs, along with voluntary benefits. Most coverage begins as of your start date. Work/Life and Wellness: Child and elder/adult care resources including on campus childcare centers, Employee Assistance Program, and wellness programs related to stress management, nutrition, meditation, and more. Retirement: University-funded retirement plan with contributions from 5% to 15% of eligible compensation, based on age and earnings with full vesting after 3 years of service. Tuition Assistance Program: Competitive program including $40 per class at the Harvard Extension School and reduced tuition through other participating Harvard graduate schools.Tuition Reimbursement: Program that provides 75% to 90% reimbursement up to $5,250 per calendar year for eligible courses taken at other accredited institutions. Professional Development: Programs and classes at little or no cost, including through the Harvard Center for Workplace Development and LinkedIn Learning.Commuting and Transportation: Various commuter options handled through the Parking Office, including discounted parking, half-priced public transportation passes and pre-tax transit passes, biking benefits, and more. Harvard Facilities Access, Discounts and Perks: Access to Harvard athletic and fitness facilities, libraries, campus events, credit union, and more, as well as discounts to various types of services (legal, financial, etc.) and cultural and leisure activities throughout metro-Boston.LinkedIn Recruiter Tag (for internal use only)#LI-KD1Department Office Location: USA - MA - BostonJob Code: RS0055 Researcher I HumanitiesJob Function: ResearchWork Format: Hybrid (partially on-site, partially remote)Sub Unit: ------------Salary Grade: 055Department: Division of Research and Faculty DevelopmentUnion: 00 - Non Union, Exempt or TemporaryTime Status: Full-timePre-Employment Screening: Education, IdentityCommitment to Equity Diversity Inclusion and Belonging: Harvard University views equity, diversity, inclusion, and belonging as the pathway to achieving inclusive excellence and fostering a campus culture where everyone can thrive. We strive to create a community that draws upon the widest possible pool of talent to unify excellence and diversity while fully embracing individuals from varied backgrounds, cultures, races, identities, life experiences, perspectives, beliefs, and values.EOE Statement: We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation, pregnancy and pregnancy-related conditions, or any other characteristic protected by law.PI242374052
Investment Analyst
Battery Global Advisors, Boston
Company BackgroundBattery Global Advisors is a Boston-based boutique wealth and investment management firm that works with select ultra-high net worth families in the US and Israel. Our clients consist of venture capitalists, private equity investors, entrepreneurs, and other sophisticated families. We advise our clients on a range of topics, including asset allocation, security selection, and income and estate tax planning. With 40 professionals and $4bn in assets under advisory, we are growing quickly while maintaining the flexibility of a small firm environment. We offer a competitive compensation and benefits package to match a candidate's experience level.Position DescriptionThe Investment Analyst is an integral part of the firm's Investment Team, supporting all aspects of the investment process. The primary responsibilities of the Investment Analysts are to monitor the firm's existing investment offerings and support due diligence on prospective investments. Investment Analysts are involved with the firm's asset allocation research and portfolio implementation strategy. The Investment Analyst will be responsible for attending investment manager meetings, reviewing and analyzing fund performance, and producing timely research notes accurately summarizing their conclusions. In addition to investment-related responsibilities, the Investment Analyst will work as part of multiple client teams supporting clients' specific investment objectives. They will be required to complete ad hoc investment research projects as well as assist client advisors with portfolio management. They will be responsible for reviewing and creating materials for client meetings. The ideal candidate will possess a high degree of competency in both quantitative and qualitative skillsets as they are expected to perform in-depth analysis of existing and prospective investments using our internal modeling. They will also possess strong writing skills to be able to concisely describe and relay market conditions and investment performance to clients and the Investment Team. Above all, we are looking for a highly motivated candidate who is passionate about capital markets and client service. Candidate RequirementsUndergraduate degree in finance-related or quantitatively-oriented fieldStrong technology skills including Excel and PowerPoint; Bloomberg skills a plusExcellent oral and written communication skills, credible presentation skillsIntellectual curiosity, and an innate desire to continuously improve processes and systemsSignificant attention to detail, and insistence on self-checking all workCFA candidate a plusApplicants must be authorized to work permanently in the United States.