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Investment Analyst
Location: Boston, MA | Type: Full-time | Hybrid: 4 days/week in office

About the role
Beacon Hill Financial is partnering with a Boston-based wealth and investment management firm. The Investment Analyst joins the Investment Team to monitor existing strategies, support due diligence on new ideas, and help with asset allocation and portfolio implementation.

Why this role

Broad exposure to managers across public and private markets.Direct impact on research notes, portfolio implementation, and client materials.Clear growth path within a collaborative team.

What you'll do

Monitor funds/strategies; track performance and riskSupport due diligence; build and maintain modelsAttend manager meetings; review materials and summarize findingsWrite clear research notes with conclusions and next stepsContribute to asset allocation and portfolio implementationPartner with client teams on ad hoc research and meeting materials

What you bring

2+ years of experienceManager due diligence across public and private marketsExperience in a single-/multi-family office, secondaries, or direct investment environmentStrong Excel and PowerPoint; Bloomberg a plusClear writing and presentation; strong attention to detailStrong academic track recordCFA charterholder or candidate preferred (not required)

Comp & benefits
Competitive base salary, bonus, and top-in-class benefits.

Interested in learning more about this or other similar opportunities in the market? Please feel free to confidentially apply today!

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