Investment Analyst
Investment Analyst
Boston, Massachusetts
|Direct (Permanent) Full Time
|$ 90,000 - $ 125,000 per year
Boston, Massachusetts
Direct (Permanent) Full Time
$ 90,000 - $ 125,000 per year
September 08, 2025
|Job ID: F1429262-KM_1757348931
September 08, 2025
Job ID: F1429262-KM_1757348931
Job Summary
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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 risk
- Support due diligence; build and maintain models
- Attend manager meetings; review materials and summarize findings
- Write clear research notes with conclusions and next steps
- Contribute to asset allocation and portfolio implementation
- Partner with client teams on ad hoc research and meeting materials
What you bring
- 2+ years of experience
- Manager due diligence across public and private markets
- Experience in a single-/multi-family office, secondaries, or direct investment environment
- Strong Excel and PowerPoint; Bloomberg a plus
- Clear writing and presentation; strong attention to detail
- Strong academic track record
- CFA 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!
F1429262-KM_1757348931
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About Beacon Hill
Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
We look forward to working with you.
Beacon Hill. Employing the Future™