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Posted: Friday, January 6, 2017 12:06 AM


Job description: Senior Investment Analyst with Foster Dykema Cabot Co. located in Boston, Massachusetts. Position will assist other senior members of the investment team to evaluate asset classes, analyze individual securities and conduct due diligence on equity and alternative investment managers. Develop new analytical approaches and processes to convert research and analysis into robust asset allocation decisions. Review and rebalance portfolios, calculate and analyze investment performance, prepare client presentations and work on special projects as needed. Will hold meetings with outside investment managers to discuss their investment philosophy, investment process, performance and risk characteristics to understand future performance expectations and suitability for funds for use in client portfolios; conduct sector and stock level research in US large cap universe and partner with Portfolio Managers to provide differentiated alpha generating investment ideas for client portfolios; conduct in-depth performance and risk analysis on individual securities,funds and portfolios using analytical tools such as FactSet andMorningstar Direct. Publish periodic research notes and updates on securities and funds in the portfolio; serve as a key member of the investment committee for asset allocation and portfolio construction decision making; actively contribute to investment discussions and enhance effectiveness of investment research through independent analysis of current investment environment and opportunities; maintain models used to process portfolio analytics and monitoring.

Job requirements: Position requires a Bachelor’s degree (or foreign equivalent) in Finance, Economics, Business, Mathematics, or a related field PLUS seven (7) years of experience in the job offered, in the field of investment or finance, or a related position. Experience must include: working with taxable portfolios including those with concentrated positions, socially responsible mandates or illiquid investments such as private equity and real estate; demonstrable experience in developing quantitative screens to narrow the universe of potential stock purchases, conducting in-depth securities analysis, valuing companies using discounted cash flow models and other measures that may vary by industry group; demonstrable skills and experience selecting investment managers in multiple asset classes and strategies including US, international developed and emerging market equities across the capitalization spectrum and various alternative assets; demonstrable quantitative skills including the ability to comprehend complex economic, market and investment statistics; demonstrable expertise using quantitative analytical tools to assess investment strategies including those involving option contracts; demonstrable analytical and modeling skills such as portfolio construction exposure modeling, risk decomposition analysis, Monte Carlo simulations and portfolio trade modeling. Experience with research and portfolio analytics systems including: FactSet; Morningstar Direct; SPAR, Applied Finance Group; Advent APX including MOXY and the firm’s CRM software, advanced proficiency with Excel and Powerpoint. To qualify for the job offer, an applicant must demonstrate substantial completion of the CFA certification including the passage of at least the first stage of the exam process.

How to Apply
Send Resume to:
Donnalee Guerin
Chief Operating Officer
Please reference Job Code SIA-01


Donnalee Guerin

Job Title
Chief Operating Officer

101 Arch Street, 18th Floor, Boston, MA 02110



Job Location

Company Name:
Foster Dykema Cabot

Job Location:
101 Arch Street
18th Floor
Boston, MA 02110

Job Specs
Duration: Full-Time, over 150 Days
Shift: First
Per Diem Position: No
Work Hours: 9:00 AM To 5:00 PM
Hours Per Week: 40
Union Position: No
Apprenticeship : No

• Location: Boston

• Post ID: 37413647 massachusetts is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017