Company name
Choate Hall & Stewart LLP.
Location
Boston, MA, United States
Employment Type
Full-Time
Industry
Finance, Business Analyst
Posted on
Oct 24, 2021
Profile
Job Summary:
The Investment Analyst is responsible for supporting the investment team at Choate Investment Advisors across a range of critical areas. Candidates must be independent thinkers who thrive on challenges. A keen interest in the capital markets is a must, as well as analytical skills. The Investment Analyst will work with all members of the team, and will gain broad exposure to our investment process. We are looking for someone who is great at multi-tasking, has deep intellectual curiosity, and who thrives on new challenges and self-directed learning. The duties for this position include, but are not limited to, investment research tasks, client service support, trading and operations, and ad-hoc projects.
Job Functions:
Support the team by conducting investment research
Provide analytical support to all members of the investment team including updating quantitative tools and maintaining data in internal investment models
Assist the investment team in collaborating with the Wealth Management Group on client-related data projects
Assist with the creation of client communications, including drafting correspondence, and pulling data for exhibits, and analyzing performance and asset allocation
Providing trading support as needed
Proof read client materials to ensure that all materials are properly formatted and error free
Create and update customized reports for clients
Produce investment materials in conjunction with team
Ensure that the company’s manager research database remains up to date
Perform additional duties, including ad hoc projects, as requested
Qualifications:
Bachelor’s degree is required
Ability to work collaboratively as part of a diverse team
Ability to multi-task and adapt to changing priorities with limited oversight
Exceptionally detail oriented and well organized, with the ability to effectively multi-task and prioritize a large workload with professionalism
Ability and desire to solve problems
Strong interpersonal skills, with the ability to communicate effectively (both verbally and in writing) with colleagues
Proficient in Microsoft Office, with experience using PowerPoint and Excel in a work environment
Physical Requirements:
Must have minimal physical mobility. Position may occasionally require standing, walking, reaching, and lifting up to 15 pounds.
Must have the ability to operate equipment such as a computer and copy machine.
Must have the ability to communicate clearly and to read and follow detailed instructions.
Must have the ability to prepare assorted documents and other related materials.
Must have the ability to work in stressful conditions under time deadlines.
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Company info
Choate Hall & Stewart LLP.
Phone : 1-(617)-248-5000
Website : https://www.choate.com/