38 equity analyst jobs at 26 companies in Everett, MA
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Fundamental Equity Analyst
Boston, Massachusetts, United States
$122k-$200k/yrOnsiteFull Time
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
7+ YOEBachelor's degree plus CFA designation or MBA required,7+ years fundamental equity research experience,financial modeling,forecasting,valuation,Bloomberg and FactSet experience.
FM Global: Providing commercial property insurance and loss prevention engineering.
1+ YOE1-3 years in private equity/investment banking/asset management, advanced Excel and PowerPoint, strong financial modeling and valuation skills, analytical and communication skills, Bachelor's degree required.
MFS: Manages mutual funds and investment portfolios for global clients.
5+ YOE5+ years buy-side or sell-side equity research experience (REITs preferred); strong financial modeling, valuation, accounting, analytical and communication skills; advanced degree a plus.
Boston Financial Investment ManagementNYSE: IX: Manages investment portfolios for affordable housing developments.
0+ YOEBachelor's in business/finance preferred; 0-2 years related experience; familiarity with LIHTC desirable; strong financial analysis and Excel/MS Office skills; solid communication and problem-solving.
ORIX USANew York Stock Exchange: IX: Provides private credit, real estate finance, and asset management services.
0+ YOEBachelor's preferred,0–2 years experience in LIHTC/real estate/underwriting/finance preferred,familiarity with LIHTC and accounting,strong financial analysis and Excel skills.
Wellington Management: Manages investment portfolios and provides financial research for institutions.
5+ YOEFive to ten years of buy-side equity research experience; strong financial modeling; MBA or CFA/CAIA preferred; experience with AI/LLM in research; ability to work independently in a collaborative team.
Charlotte or Atlanta or Boston or Columbia or Denver or Los Angeles or New York City
OnsiteFull Time
Asana Partners: Real estate investment firm managing neighborhood retail assets.
Analytical, technology, organizational, and collaboration skills; attention to detail; proficiency with Microsoft Excel/Word/PowerPoint and leveraging AI; strong work ethic and process design ability.
Argus Enterprise, Yardi, MapDash, WDesk, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
2+ YOE2+ years working with investment operations, Bachelor's degree, strong communication and analytical skills, proficiency in Python and SQL, experience with investment tools and BI preferred.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
2+ YOE2+ years working with investment operations, Bachelor's degree required, strong Python and SQL skills, analytical and communication skills, experience with investment data and BI tools.
Cambridge Associates: Provides global investment advisory and portfolio management services.
0+ YOEBachelor's degree, 0–3 years experience, strong analytical and quantitative skills, business writing, Excel proficiency preferred, ability to travel domestically, cover letter required.
Cambridge Associates: Provides investment management and consulting services to institutional clients.
Bachelor's degree required. Strong analytical, quantitative, Excel skills; FactSet and Bloomberg experience preferred. Interest in CFA and willingness to travel domestically and internationally. Post-college experience preferred.
Meketa Investment Group: Independent investment consulting and fiduciary advisory firm.
5+ YOE5-10 years in the investment industry; CFA charter holder preferred; Bachelor’s in Finance, Economics, Accounting, or quantitative field; strong quantitative, writing, and analytical skills; proficiency in Word, Excel, Bloomberg, FactSet.
Microsoft Word, Microsoft Excel, Bloomberg, FactSet, Portfolio modeling
Equity Solutions Portfolio Analyst – Portfolio Construction & Optimization
Boston, Massachusetts, United States
$175k-$200k/yrHybridFull Time
Franklin TempletonNYSE: BEN: Global investment firm providing asset and wealth management services.
5+ YOE5+ years in portfolio construction or quantitative investment role; strong quantitative, portfolio optimization and risk analysis skills; proficiency with portfolio analytics platforms and coding/querying tools; strong communication.
Panera Bread: Operates a chain of bakery-cafe fast-casual restaurants.
3+ YOEBachelor's degree,3+ years compensation/HR analytics or related experience,advanced Excel,analytical and communication skills; experience with Workday, compensation surveys, equity administration preferred.
Workday, Workday Advanced Compensation, Power BI, Microsoft Excel, Tableau
Man GroupLondon Stock Exchange: EMG: Global alternative investment management firm serving institutional clients.
Experience with trade confirmations/settlement, strong Excel and Microsoft Office skills, familiarity with Bloomberg/other trading platforms, understanding of equities/bonds/OTC products, strong analytical and communication skills.
Microsoft Excel, Microsoft Office, Bloomberg, Salerio, DTCC CTM, ALERT, Traiana, ICE
NewmarkNASDAQ: NMRK: Commercial real estate brokerage and property management services.
3+ YOEBachelor’s or MBA in relevant field, 3+ years CRE/private equity/investment banking with financial modeling, advanced Argus Enterprise and Excel, understanding of IRR/NPV/Cash-on-Cash, strong technical writing.
Argus Enterprise, Microsoft Excel, CoStar, Real Estate Capital Analytics, Axiometrics, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams
Ares ManagementNew York Stock Exchange: ARES: Global alternative investment manager specializing in credit and private equity.
1+ YOE1–3 years in real estate secondaries or related real estate/private equity roles; advanced financial modeling, valuation and analytical skills; strong communication and relationship-building abilities.