159 investment analyst jobs at 62 companies in Upton, MA

2d
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Investment Analyst
Boston, Massachusetts, United States
$80k-$150k/yr HybridFull Time
Wellington Management: Manages investment portfolios and provides financial research for institutions.
2+ YOEBachelor’s degree with strong academic credentials, 2–5 years of relevant experience preferred, analytical and communication skills, equity investing interest, and strong Excel skills; CFA progress preferred.
Microsoft Excel, FactSet, AI
3mo
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Investment Analyst
Providence, Rhode Island, United States
OnsiteFull Time
Rhode Island Commerce Corporation
Rhode Island Commerce Corporation: Official economic development agency for the State of Rhode Island.
Bachelor’s in Finance/Accounting/Economics/Business; experience in economic development, financial analysis, real estate, investment banking, or consulting; proficient in MS Excel; strong analytical and communication skills; interested in economic development.
Microsoft Excel, Microsoft Office
1mo
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Senior Investment Analyst
Boston or Wilmington or Aliso Viejo
$100k-$130k/yr HybridFull Time
Great Gray
Great Gray: Provides trustee and administrative services for collective investment trusts.
6+ YOEBachelor’s in finance/economics/business, 6+ years in investment management or financial services, advanced Excel, CFA designation preferred, experience with private markets, strong communication and research skills.
Microsoft Excel
2w
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Investment Analyst, Public Equity
Boston, Massachusetts, United States
$80k-$89k/yr OnsiteFull Time
Cambridge Associates
Cambridge Associates: Provides global investment advisory and portfolio management services.
Bachelor's degree, strong analytical and Excel skills, interest in investments, leadership and writing ability, willingness to travel and pursue CFA; programming skills a plus.
Factset, Bloomberg, Microsoft Excel
2mo
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Investment Analyst – Portfolio Construction
Boston, Massachusetts, United States
$106k-$152k/yr OnsiteFull Time
FM Global
FM Global: Providing commercial property insurance and loss prevention engineering.
1+ YOEBachelor’s in a quantitative field, 1+ years investment experience, proficiency in Python, strong analytical and problem-solving skills, and interest in quantitative finance; Master’s preferred.
Python, Bloomberg, FactSet, BI tools, databases
2mo
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Investment Analyst
Newton or Boston
$60-$120/yr OnsiteFull Time
Ascensus
Ascensus: Administers tax-advantaged retirement and education savings plans.
5+ YOEBachelor’s degree required; 5+ years in financial services; CFA/CIMA/CFP a plus; Series 65/66; advanced Excel/PowerPoint/Word; strong communication; independent work.
Excel, PowerPoint, Word
1w
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Investment Analyst
Boston or New York
$135k-$200k/yr OnsiteFull Time
Weiss Asset Management
Weiss Asset Management: Manages investment portfolios using proprietary research and quantitative strategies.
Bachelor's degree in finance, mathematics, statistics, or a related field plus experience with financial modeling, statistical analysis, M&A tools, Python, R, econometrics, derivatives pricing, and hedging.
Python, R, Monte Carlo simulation, Black-Scholes option pricing models
1mo
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Investment Analyst
Boston, Massachusetts, United States
$80k-$150k/yr HybridFull Time
Wellington Management
Wellington Management: Investment management and research services for global institutional clients.
1+ YOE1-2 years relevant experience, university degree, CFA (or pursuing) preferred, strong Excel and data analysis skills, alternatives/fixed income/equity knowledge, strong communication and attention to detail.
Microsoft Excel
3d
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Investment Analyst (Boston, MA)
Boston or Amherst
$100k-$110k/yr OnsiteFull Time, Temporary
Amherst College
Amherst College: Private liberal arts college offering undergraduate degree programs.
Requires a bachelor's degree from Amherst College, investment interest, critical thinking, quantitative and research skills, strong communication, detail orientation, and ability to manage multiple projects.
1mo
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Quantitative Investment Analyst
Boston, Massachusetts, United States
$100k-$200k/yr OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
7+ YOEAdvanced degree in finance, mathematics, engineering, science, or business; 7+ years of multi-asset quantitative research; 3+ years generating alpha in discretionary investment processes; Python or R proficiency.
Python, R
1w
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Investment Risk Analyst
Boston, Massachusetts, United States
$75k-$90k/yr OnsiteFull Time
Victory Capital
Victory CapitalNASDAQ: VCTR: Provides investment management services through specialized mutual funds and ETFs.
3+ YOEBachelor's degree in a quantitative discipline and 3–5 years in investment management, risk analytics, or quantitative research. Requires risk metrics knowledge, risk platforms, Excel, and VBA; Python or SQL preferred.
Bloomberg PORT, FactSet, MSCI RiskMetrics, Microsoft Excel, VBA, Python, SQL
1mo
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Senior Analyst, Investment Operations
Boston or London or Sydney or Singapore
$75k-$90k/yr HybridFull Time
Acadian Asset Management
Acadian Asset ManagementNYSE: AAMI: Systematic investment management using quantitative data and technology.
4+ YOE4+ years operations experience in investment management, BS in Accounting/Finance preferred, experience with fund administrators/custodians, Charles River and DTCC post-trade platforms, multi-asset trade lifecycle and reconciliation skills.
Charles River, DTCC CTM, GTSS
5d
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Insurance Investment Operations Senior Analyst
Boston, Massachusetts, United States
$70k-$100k/yr HybridFull Time
KKR
KKRNYSE: KKR: Global investment firm providing alternative asset management and insurance.
1+ YOERequires 1–4 years in investment operations, preferably middle office or transaction-facing, with private credit or equity deal funding experience and knowledge of credit investments.
Edge, Geneva, LMS
2w
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Investment Analyst, Venture Capital
Boston or San Francisco
$80k-$89k/yr OnsiteFull Time
Cambridge Associates
Cambridge Associates: Provides investment management and consulting services to institutional clients.
BA/BS (min GPA 3.3) required or expected; strong analytical, writing, and Excel skills; interest in venture capital; ability to travel domestically and work under tight deadlines.
Microsoft Word, Microsoft Excel
1w
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Blackstone Life Sciences - Investment Operations, Analyst
Cambridge, Massachusetts, United States
$90k-$125k/yr OnsiteFull Time
Blackstone
BlackstoneNYSE: BX: Manages alternative investment funds including private equity and credit.
1+ YOEBachelor’s degree in finance, economics, accounting, or business; 1+ year in asset management or financial services; investment instruments knowledge; strong analytical, communication, organizational, and presentation skills.
1mo
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Senior Investment Data Analyst (Boston, MA)
Boston, Massachusetts, United States
OnsiteFull Time
Colby College
Colby College: Private undergraduate liberal arts college in Waterville, Maine.
3+ YOEBachelor's degree in a quantitative field, 3+ years investment data/analytics experience, proficiency with at least one programming language and BI/automation tools, strong quantitative, analytical, and communication skills.
2w
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Senior Analyst-Investment Performance & Risk
Boston, Massachusetts, United States
$110k-$140k/yr HybridFull Time
Franklin Templeton
Franklin TempletonNYSE: BEN: Global investment firm providing asset and wealth management services.
5+ YOEBachelor’s in finance/economics,5+ years in investment performance or risk analytics,knowledge of attribution and risk metrics,proficiency with SQL and Microsoft Excel,strong quantitative and communication skills.
Structured Query Language (SQL), Microsoft Excel
4d
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Experienced Investment Banking Analyst 2, Diversified Industrials
Chicago or Boston
$95k-$115k/yr OnsiteFull Time
D.A. Davidson
D.A. Davidson: Financial services firm providing wealth management and investment banking.
1+ YOERequires 1–3 years of investment banking or related transaction experience, a bachelor's degree with a 3.5 GPA, financial knowledge, communication skills, and proficiency with Word, Excel, and PowerPoint.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
6d
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2027 Investment Banking Analyst
Boston, Massachusetts, United States
OnsiteFull Time
Shea & Company
Shea & Company: Provides investment banking and advisory services for software companies.
Final-year undergraduate or graduate student with quantitative skills, finance-related coursework, strong communication, analytical and multitasking abilities, Microsoft Excel and PowerPoint proficiency, and U.S. work authorization.
Microsoft Excel, Microsoft PowerPoint
1w
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Senior Investment Tax Analyst
Boston, Massachusetts, United States
$65k-$90k/yr OnsiteFull Time
Brown Brothers Harriman
Brown Brothers Harriman: Providing global investment management, custody, and private banking services.
2+ YOEBachelor’s degree in accounting or finance, or equivalent experience; 2+ years of partnership tax experience; strong tax, financial statement, fund accounting, client service, problem-solving, and Microsoft Office skills.
Microsoft Excel, Microsoft Word