Job: Investment Analyst

Choate Investment Advisors

 

 

Position:  Investment Analyst

 

Choate Investment Advisors is a leading wealth management firm based in Boston.  With approximately $3 billion in assets, the Firm provides investment advice to individuals and institutions.  We seek to hire an Investment Analyst to join our elite team of seasoned professionals. 

 

A successful candidate will possess a balance of three skill sets:

 

  • Quantitative skills.  Experience working with complex data and performing statistical and financial analysis.  Applicants should have a demonstrated aptitude for high level mathematics and strong data management skills.  Experience with MATLAB software is desired.  The Investment Analyst will be required to synthesize and communicate the results of this analysis to members of the team as well as to our clients.

 

  • Project management skills.  Experience in managing complex projects with multiple stakeholders.  Applicants should have a track record of success in leading projects to a successful conclusion under inflexible deadlines.  The Investment Analyst will be required to articulate the status of project work and to adapt to changing circumstances.  Projects will range from client-specific matters to internal operational improvements.

 

  • Interpersonal skills.  The Investment Analyst will be joining a team of bright, hard-working, and intellectually curious people.  From the outset, the applicant should be prepared to present cogent, well-reasoned arguments and engage in daily debates on a range of investment and business topics.  A sense of humor is mandatory.

Specific experience or qualifications are secondary to strong intrinsic abilities and a willingness to work hard.  We seek an ambitious candidate with a Bachelor’s degree from a top-tier university with 2-3 years of work experience, ideally in an investment-related field.

 

HRRecruiting@choate.com