Job Title:
Investment Specialist
Job Code:
Job Category:
Investment Operations
Job Type:
Job Location:
Boston - MA
Date Posted:
Jan 30 2023
Expires On:
Mar 31 2023
The Equity Investment Specialist will work as part of one or more product coverage teams, led by an Investment Director. Specialists work closely with the Investment Directors, investment teams and business professionals to contribute to efforts centered on reviewing and evaluating the integrity of our equity approaches, positioning approaches for success in the marketplace, and helping to manage business issues such as capacity, fees and guidelines associated with portfolios under coverage.

Responsibilities include performing analyses that ensure portfolio integrity by providing oversight of portfolio positioning, performance and risk exposures. The individual will also contribute to the development of new investment strategies and client solutions, conduct market and competitor analysis, evaluate product overlap and capacity trends and prepare white papers and presentation materials that serve to differentiate our portfolios. Over time the individual will participate in meetings with clients, prospects, and consultants to communicate our investment philosophy, strategy, positioning, and performance.

At least 6 years of relevant industry experience and a record of achievement

An MBA and/or CFA is desirable but not required

Strong critical thinking skills, comfort with ambiguity, and a willingness to take initiative

Advanced analytical skill including the ability to frame issues, identify important points, and draw conclusions

Attention to detail combined with a solutions-oriented, strategic mindset

Solid judgment, intellectual curiosity, and willingness to take a differentiated perspective

Ability to write clearly and succinctly in a variety of communication settings

Articulate with an interest in developing presentation skills

Ability to work both independently and in collaboration with a global team

Strong technical skills; mastery of MS Excel and familiarity with Factset are a plus but not essential

Ability to organize, manage, and prioritize time well

Grace under pressure with an ability to adapt and get things done

A global perspective and/or language skills are viewed favorably.

Willingness to travel

Required Years of Experience:
Additional Info:
For more information, contact: Chris Kennedy (617)728-4100 |
Salary Range:


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