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Investment banking analyst Jobs in Cambridge, MA

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Investment banking analyst • cambridge ma

Last updated: 7 hours ago
  • Promoted
Investment Analyst

Investment Analyst

Wellington Management CompanyBoston, MA, US
$65,000.00–$150,000.00 yearly
Full-time
Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative cul...Show moreLast updated: 30+ days ago
  • Promoted
Investment Banking Vice President - Technology

Investment Banking Vice President - Technology

Confidential CareersBoston, MA, US
Full-time
Investment Banking Vice President - Technology.This range is provided by Confidential Careers.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.We...Show moreLast updated: 12 days ago
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Senior Administrative Assistant - Investment Banking (Boston)

Senior Administrative Assistant - Investment Banking (Boston)

Raymond James Financial ServicesBoston, MA, United States
$55,000.00–$85,009.60 yearly
Responsibilities : Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility. Respond to routine requests using form letters or emails; respo...Show moreLast updated: 11 days ago
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Managing Director, Consumer Products Investment Banking

Managing Director, Consumer Products Investment Banking

KeyBankBoston, MA, United States
Full-time
Avenue of the Americas - New York, New York 10019.The Managing Director (MD) will source, pitch and execute transactions in Consumer Products industry. Individuals are highly skilled at managing cli...Show moreLast updated: 8 hours ago
Senior Investment Banking Financial Analyst

Senior Investment Banking Financial Analyst

TM Capital CorpBoston, MA, USA
Quick Apply
Job Location : New York, Boston or Atlanta Office.Analysts are an important part of our banking team.They conduct extensive industry research and analyze markets and major industry players - both fi...Show moreLast updated: 30+ days ago
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Global Corporate & Investment Banking Restaurant & Hospitality Finance Analyst

Global Corporate & Investment Banking Restaurant & Hospitality Finance Analyst

MUFG Bank, Ltd.Boston, MA, United States
$100,000.00–$110,000.00 yearly
Full-time
Do you want your voice heard and your actions to count?.Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120...Show moreLast updated: 8 hours ago
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Investment Banking Analyst, Technology - Boston / New York City

Investment Banking Analyst, Technology - Boston / New York City

Moelis & CompanyBoston, MA, US
$110,000.00–$135,000.00 yearly
Full-time
We are passionate about our business and our culture, and are seeking individuals with that same drive.We are currently seeking an experienced Analyst to join our Technology financial advisory team...Show moreLast updated: 30+ days ago
  • Promoted
Investment Business Analyst

Investment Business Analyst

Cynet SystemsBoston, MA, US
$65.00–$70.00 hourly
Full-time
Collaborate with stakeholders to gather, analyze, and document business requirements related to investment operations and cash clearing. Map out and understand end-to-end trade flow processes, inclu...Show moreLast updated: 10 days ago
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INVESTMENT ANALYST

INVESTMENT ANALYST

Wellington ManagementBoston, MA, United States
$65,000.00–$150,000.00 yearly
Full-time
Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative cul...Show moreLast updated: 7 hours ago
  • Promoted
Sales Executive, Investment Banking - Boston

Sales Executive, Investment Banking - Boston

DatasiteBoston, MA, US
$67,500.00–$120,000.00 yearly
Full-time
Datasite is where deals are made.We provide the data rooms and SaaS technology used in M&A and other high-value transactions, to deliver projects in more than 170 countries.Carrying that succes...Show moreLast updated: 1 day ago
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INVESTMENT BUSINESS ANALYST

INVESTMENT BUSINESS ANALYST

eRichards ConsultingBoston, MA, United States
Full-time
Direct message the job poster from eRichards Consulting.Our excellent client is seeking an Investment Business Analyst for a 4 months+ HYBRID contract in Boston or Springfield.MUST BE ABLE TO WORK ...Show moreLast updated: 7 hours ago
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Investment Advisory Analyst

Investment Advisory Analyst

VirtualVocationsDorchester, Massachusetts, United States
Full-time
A company is looking for an Investment Advisory Analyst in Madrid.Key Responsibilities : Support investment counseling activities across global client portfoliosPrepare asset allocation balance sheet...Show moreLast updated: 1 day ago
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Senior Administrative Assistant - Investment Banking (Boston)

Senior Administrative Assistant - Investment Banking (Boston)

Raymond James Financial, Inc.Boston, MA, US
$55,000.00–$85,009.60 yearly
Full-time
Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.Respond to routine requests using form letters or emails; respond to more unusual...Show moreLast updated: 18 days ago
Investment Banking Associate-Technology

Investment Banking Associate-Technology

Piper SandlerBoston, MA
Full-time
At Piper Sandler, we connect capital with opportunity to build a better future.We believe diverse teams with unique backgrounds, skills and experiences yield more innovative solutions.Our mission i...Show moreLast updated: 30+ days ago
  • Promoted
Investment Systems Business Analyst

Investment Systems Business Analyst

Curate PartnersBoston, MA, US
Full-time
Investment Systems Business Analyst.Please no c2c, only open to GC or USC.Most be able to commute onsite 3x / week to Boston, MA office. Are you passionate about optimizing investment workflows and le...Show moreLast updated: 3 days ago
Investment Analyst

Investment Analyst

Mount Holyoke CollegeBoston, MA
Department Summary & Job Purpose : .The Mount Holyoke College Investments Office is charged with the day-to-day management of the College’s endowment, which stands at roughly $1 billion today and ser...Show moreLast updated: 30+ days ago
Investment Analyst or Senior Investment Analyst

Investment Analyst or Senior Investment Analyst

Equity ResidentialBoston, MA, United States
Full-time
Working for Equity Residential (EQR), a leading multi-family real estate investment trust (REIT), means being part of a community and striving to provide the best in apartment living, speaking bold...Show moreLast updated: 30+ days ago
Investment Analyst

Investment Analyst

Wellington Management CompanyBoston, MA, US
30+ days ago
Salary
$65,000.00–$150,000.00 yearly
Job type
  • Full-time
Job description

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

Investment products & Strategies - EQUITY

The Equity Product Management ("EPM") group at Wellington Management works closely with our equity investment teams, relationship teams, and business colleagues across the firm to support our clients' investment needs. Our equity investors span a wide range of disciplines, geographies, industries, market capitalizations, and styles. The product management function has three main objectives :

Product Development and Marketing

EPM contributes to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants.

Investment Integrity and Risk Management

EPM acts as an independent advisor to ensure the integrity of the investment and risk management processes, as well as consistency with client parameters and objectives, conducts regular product risk and performance attributions reviews, and contributes to formal, investment review group processes.

Business Management

EPM contributes to business management, including managing risk, capacity, pricing and guidelines, leads resolution of internal business challenges, and collaborates on product management business to share investment integrity, marketing and product development best practices.

Role and Responsibilities

The Investment Analyst will work as part of one or more product coverage teams to contribute to the broad efforts of EPM. The primary focus of the role is to provide analytical leverage to the team as well as be a point of contact for a variety of internal constituents regarding inquiries about the investment teams and products under coverage.

Responsibilities include performing analyses related to portfolio positioning, attribution and risk, market trends, competitive positioning, and pricing. Additional responsibilities may include creation and maintenance of marketing and client materials, review of RFPs, responses to client questions, automation of workflow, and collaboration on the development of client solutions and new investment approaches.

Qualifications

Success in the role requires a demonstrated interest in equity investing and passion for learning. A positive, collegial attitude and high level of professionalism are essential, as are creativity, initiative and the ability to thrive in a fast-paced, team-oriented environment with tight deadlines.

We are seeking candidates who display the following characteristics :

  • A Bachelor's degree with very strong academic credentials and a record of achievement
  • 2-5 years of relevant experience and progress towards the CFA are preferred
  • Demonstrated analytical skills including the ability to organize and synthesize data to reach conclusions
  • Solid judgment, intellectual curiosity, and willingness to take a differentiated perspective
  • Attention to detail combined with a solutions-oriented mindset
  • Ability to write clearly and succinctly in a variety of communication settings
  • Articulate with an interest in developing presentation skills
  • Proactive with an 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 to get things done

Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [email protected].

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is :

USD 65,000 - 150,000

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and / or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition / CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)