Investment Analyst Jobs in Boston: A Comprehensive Guide

If you're looking for investment analyst jobs in Boston, you're in luck! With the help of the CFA Society Boston Career Center, we've compiled a list of 20 exciting opportunities for you to consider. From equity analysis to portfolio accounting, Boston offers a wide range of roles in the finance industry.

Refine Your Search

Before diving into the available positions, it's important to refine your job search to ensure you find the right fit. Consider factors such as your experience level, preferred investment sectors, and long-term career goals. This will help you narrow down the options and focus on the most relevant opportunities.

Equity Analyst (Small Cap Growth)

One of the positions that caught our attention is the Equity Analyst role specializing in Small Cap Growth. In this role, you'll be responsible for analyzing and evaluating investment opportunities in small-cap companies with high growth potential. This is a great opportunity for individuals who thrive in a dynamic and fast-paced environment.

Associate Equity Analyst

If you're looking to start your career in the field of investment analysis, the Associate Equity Analyst position is worth considering. In this role, you'll work closely with senior analysts to conduct research, build financial models, and provide investment recommendations. It's a fantastic opportunity to learn from experienced professionals and gain valuable skills.

Fixed Income & Equity Trader

For those with a strong interest in trading, the Fixed Income & Equity Trader position might be the perfect fit. As a trader, you'll execute trades in fixed income and equity markets, analyze market trends, and manage risk. This role requires a deep understanding of financial markets and excellent decision-making skills.

State Street Global Advisors - Fixed Income Portfolio Strategist and Team Leader, Vice President

State Street Global Advisors is currently seeking a Fixed Income Portfolio Strategist and Team Leader for their Boston office. In this senior leadership position, you'll be responsible for managing a team of portfolio managers and analysts, developing investment strategies, and overseeing portfolio performance. This role requires strong leadership skills and a solid track record in fixed income investing.

Private Equity, Fund Accounting & Administration, Senior Associate

If you have experience in private equity and fund accounting, the Senior Associate position in Private Equity, Fund Accounting & Administration is worth exploring. In this role, you'll be responsible for managing fund accounting operations, ensuring compliance with regulatory requirements, and providing financial reporting. It's a challenging role that requires attention to detail and a strong understanding of accounting principles.

Senior Trust Officer

For those interested in wealth management and trust services, the Senior Trust Officer position offers an exciting opportunity. In this role, you'll work closely with high-net-worth clients, providing guidance on trust and estate planning, managing investment portfolios, and ensuring compliance with legal and regulatory requirements.

Internal Audit Associate, Treasury and Capital Markets

If you have a passion for risk management and compliance, the Internal Audit Associate position in Treasury and Capital Markets might be of interest. In this role, you'll conduct audits of treasury and capital market activities, assess the effectiveness of internal controls, and provide recommendations for improvement. It's a critical role that helps organizations mitigate risk and ensure compliance with regulatory requirements.

Consumer Compliance Senior Internal Audit Associate

Another exciting opportunity in the field of internal audit is the Consumer Compliance Senior Internal Audit Associate position. In this role, you'll focus on auditing consumer compliance functions, assessing the effectiveness of compliance programs, and identifying potential risks. It's a challenging role that requires a strong understanding of regulatory requirements and attention to detail.

Private Client Financial Advisor

If you have a passion for working directly with clients and providing financial planning advice, the Private Client Financial Advisor position might be a great fit. In this role, you'll work with high-net-worth individuals, assess their financial goals, develop personalized investment strategies, and provide ongoing portfolio management. It's a rewarding role that allows you to make a direct impact on clients' financial well-being.

Senior Fund Accountant

If you have a strong background in fund accounting and are looking for a challenging role, the Senior Fund Accountant position is worth considering. In this role, you'll be responsible for overseeing fund accounting operations, ensuring accurate financial reporting, and coordinating with external auditors. Attention to detail and strong analytical skills are crucial for success in this role.

Private Equity Fund Accounting & Administration, Senior Associate

Private equity fund accounting and administration is a specialized field that offers exciting career opportunities. The Senior Associate position in Private Equity Fund Accounting & Administration involves managing fund accounting operations, coordinating with fund administrators, and ensuring compliance with regulatory requirements. It's a role that requires a strong understanding of private equity fund structures and accounting principles.

Director, Financial Planning & Analysis

If you have a passion for financial analysis and strategy, the Director of Financial Planning & Analysis position might be the perfect fit. In this senior leadership role, you'll be responsible for developing financial forecasts, analyzing business performance, and providing strategic recommendations to senior management. Strong analytical skills and a solid understanding of financial modeling are essential for success in this role.

State and Local Tax - Income Franchise - Manager

For those with a background in tax and a strong understanding of state and local tax regulations, the State and Local Tax - Income Franchise - Manager position offers an exciting opportunity. In this role, you'll be responsible for managing income franchise tax compliance, providing tax planning advice, and ensuring compliance with state and local tax laws. It's a challenging role that requires a deep understanding of tax regulations and excellent analytical skills.

International Senior Corporate Tax Analyst

As global businesses expand, the need for international tax expertise continues to grow. The International Senior Corporate Tax Analyst position involves providing tax planning advice, conducting tax research, and ensuring compliance with international tax regulations. It's a role that requires a strong understanding of international tax laws and the ability to navigate complex cross-border tax issues.

GAO Finance Systems Services, Managing Director

The Government Accountability Office (GAO) offers exciting career opportunities in finance systems services. The Managing Director position involves overseeing the development and implementation of financial systems, managing a team of finance professionals, and ensuring compliance with government financial management standards. It's a challenging and rewarding role for those interested in the intersection of finance and public service.

Cyber Audit, Assistant Vice President

As cybersecurity threats continue to evolve, organizations need professionals who can assess and mitigate cyber risks. The Assistant Vice President position in Cyber Audit involves conducting risk assessments, evaluating cybersecurity controls, and providing recommendations for improvement. It's a critical role that helps organizations protect their valuable information assets.

Lead Forecasting and Analytics, Managing Director

Data-driven decision-making is essential in today's business landscape. The Managing Director position in Lead Forecasting and Analytics involves developing forecasting models, analyzing data trends, and providing insights to support strategic decision-making. It's a role that requires strong analytical skills and the ability to translate data into actionable recommendations.

Senior Portfolio Accounting Analyst

If you have a passion for investment operations and portfolio accounting, the Senior Portfolio Accounting Analyst position might be of interest. In this role, you'll be responsible for reconciling portfolio transactions, ensuring accurate portfolio valuations, and coordinating with external custodians. Attention to detail and strong organizational skills are crucial for success in this role.

Financial Reporting, Officer

Financial reporting is a critical function in the finance industry. The Financial Reporting Officer position involves preparing financial statements, ensuring compliance with accounting standards, and coordinating with external auditors. It's a role that requires strong technical accounting skills and the ability to work under tight deadlines.

Research Associate, Finance Team

If you have a passion for research and analysis, the Research Associate position in the Finance Team might be a great fit. In this role, you'll support the finance team by conducting market research, analyzing industry trends, and providing insights to support investment decision-making. It's a role that offers the opportunity to develop a deep understanding of financial markets and investment strategies.

Conclusion

With a wide range of investment analyst jobs available in Boston, there's something for everyone. Whether you're a recent graduate looking to start your career or an experienced professional seeking new challenges, Boston's finance industry has plenty to offer. Remember to refine your job search, consider your long-term goals, and tailor your applications to highlight your relevant skills and experiences.