Senior Investment Associate — Boston (Hybrid)
We’re hiring a Senior Investment Associate to join a growing investment team that manages multi-asset portfolios for institutional and high-net-worth clients. This is a client-facing role supporting senior investment leaders on portfolio strategy, implementation, and client communications. Great opportunity for an analytically strong, service-oriented investment professional who wants direct exposure to portfolio construction and manager selection.
What you’ll do
- Support Client CIOs in the day-to-day management of bespoke multi-asset portfolios.
- Translate research and asset-class views into portfolio recommendations on allocation and external manager selection.
- Monitor portfolio exposures and risk; rebalance and manage liquidity to meet client needs and constraints.
- Prepare and present portfolio updates, investment briefs, and meeting materials for client reviews.
- Perform ad-hoc analyses in response to client requests (e.g., new investment opportunities, estate/charitable planning considerations).
- Mentor and manage junior team members — review work, provide guidance, and help develop analytical capabilities.
- Contribute to firm initiatives such as improving portfolio construction processes, supporting business development, and advancing technology or reporting capabilities.
- Be flexible to work occasional extended hours as needed to meet client deadlines.
What we’re looking for
- 3–6 years of relevant professional experience (investment management, investment consulting, asset management, investment banking, or management consulting with investment focus).
- Bachelor’s degree in finance, economics, business, or a related field; progress toward CFA is a plus.
- Strong quantitative and analytical skills; highly proficient in Excel and PowerPoint.
- Demonstrated experience with portfolio construction, asset allocation, manager research or selection, and performance/exposure analysis.
- Excellent written and verbal communication skills and comfort interacting with senior clients and investment leaders.
- High attention to detail, intellectual curiosity, and a collaborative mindset.
- Ability to manage multiple priorities in a fast-paced, entrepreneurial environment.
