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Investment Analyst

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: KBW Financial Staffing & Recruiting
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant, Risk Manager/Analyst, Portfolio Manager
Salary/Wage Range or Industry Benchmark: 70 - 75 USD Hourly USD 70.00 75.00 HOUR
Job Description & How to Apply Below

Investment Analyst

Job Type: Temp
Location: Boston, MA - Hybrid (4 days in office)
Compensation: $70-75/hour

Responsibilities
  • Collaborate closely with portfolio management and investment teams to support portfolio strategy and decision-making.
  • Analyze portfolio exposures and risk positioning to drive strong risk‑adjusted investment outcomes.
  • Utilize risk models and analytical tools to evaluate market, credit, liquidity, and derivatives risks.
  • Develop and enhance dashboards, reporting materials, and quantitative analyses to clearly communicate portfolio risks.
  • Conduct ad‑hoc research and in‑depth analyses related to investor inquiries and evolving market conditions.
  • Monitor portfolios to ensure timely and accurate risk measurement and reporting.
  • Support the evaluation of new investment opportunities, including underwriting, relative value analysis, and portfolio fit considerations.
  • Contribute to security selection and portfolio construction discussions, including scenario analysis, stress testing, and liquidity assessments.
  • Improve investment analytics, reporting tools, and portfolio monitoring processes.
Qualifications
  • 3+ years of experience in private investments or portfolio analysis within fixed income or multi‑asset strategies (buy‑side, sell‑side, or advisory).
  • Strong understanding of fixed income risk metrics, credit analysis, duration management, yield curve positioning, and derivatives exposure.
  • Experience analyzing corporate credit, structured products, mortgages, or related asset classes.
  • Ability to interpret quantitative analysis and translate insights into actionable investment recommendations.
  • Proven ability to work collaboratively with portfolio managers, traders, and analysts.
  • Advanced analytical skills with experience handling large financial datasets.
  • Proficiency in Python and/or SQL preferred; experience with other analytical tools is a plus.
  • Strong organizational skills and ability to manage multiple priorities in a dynamic environment.
  • Knowledge of derivatives and portfolio construction principles.
  • Strong academic background; advanced degree and/or professional certifications (e.g., CFA, FRM) preferred.
  • Intellectual curiosity, sound judgment, and strong interest in financial markets.
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