Family Office Investment Analyst Needed for a $1B+ Family Office

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Investment Analyst, Boston, MA ($1 Billion+ Family Office)
Location:
Boston, MA
Family Office Investmetn AnalystMulti Family Office headquartered in the Boston suburbs but serving clients across the United States and Europe. High profile Investment Analyst with strong modeling skills, along with excellent presentation skills to earn the valued “most trusted counselor” and to manage all aspects of their complex financial situations. Construct and execute trade plans for client accounts, while monitoring cash flows, positions, trades, significant asset transfers, and changes in client portfolios. Research new investment ideas while reviewing current managers. Analyze the impact of macroeconomic trends and events on client portfolios. Polished Investment Analysts with a boardroom presence interface with clients, outside managers, and client team members on a daily basis.
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