Investment Analyst jobs in Weymouth, MA

Investment Analyst is responsible for the evaluation of investment activities such as short-term debt securities, long-term equity, investment projects and objectives. Analyzes investment opportunities and recommends investments as appropriate. Being an Investment Analyst may help to evaluate stock investment and major projects for high-level analysis. Requires a bachelor's degree. Additionally, Investment Analyst typically reports to a supervisor or manager. The Investment Analyst contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Analyst typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)

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Investment Operations Analyst
  • THE KRAFT GROUP
  • Foxborough, MA OTHER
  • Job Details

    Job Location:    Kraft Group - Foxborough, MA
    Position Type:    Full Time
    Education Level:    Master's
    Salary Range:    Undisclosed
    Job Shift:    Day
    Job Category:    Accounting/Finance

    Description

    SUMMARY

    This role is primarily responsible for maintaining and recording investment financial transactions and related reporting.

     

    DUTIES AND RESPONSIBILITIES

    1. Work with investments team to maintain investment partnership books and records.
    2. Reconciling bank accounts and maintaining cash account balances.
    3. Assist with periodic investment reporting over the investment portfolio.
    4. Act on corporate actions and understand implications to the various levels of reporting.
    5. Examine current procedures for internal control related matters.
    6. Ensure timely and proper Investment Office transaction documentation.
    7. Assist in workflow improvements for external and internal stakeholders. Automate, document, and find best practices on existing processes.
    8. Special projects and assignments as business dictates.

     

    SUPERVISORY RESPONSIBILITIES

    • This position has no supervisory responsibilities.

     

    SKILLS AND QUALIFICATIONS

    • Bachelor of Accounting or Finance required.
    • 2-3 years of accounting or finance experience preferred.
    • Basic understanding of investments
    • Advanced excel proficiency.
    • Experience using investment partnership software preferred.
    • Demonstrates ability to work independently utilizing technical skills, shows initiative and professional judgment consistently to include confidentiality and discretion.
    • Effective communication, interpersonal, and analytical thinking skills required.
    • Works well collaboratively in a team environment.

     

    PHYSICAL DEMANDS

    • While performing the duties of this job, the employee is regularly required to sit and use hands on the computer.
    • The employee frequently is required to talk or hear.
    • Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
    • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

     

    WORK ENVIRONMENT

    • The noise level in the work environment is usually quiet.

     

    CERTIFICATES, LICENSES, REGISTRATIONS

    • None required.

     

    OTHER DUTIES

    Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

    This company is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

    Qualifications


  • 1 Month Ago

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Investment Operations Specialist
  • Lead Advisor, LLC
  • Braintree, MA FULL_TIME
  • Lead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm. We are helping our client in Braintree, hire an Investment Operations Specialist. Resp...
  • Just Posted

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Investment Office Accountant
  • THE KRAFT GROUP
  • Foxborough, MA OTHER
  • Job Details Job Location: Kraft Group - Foxborough, MA Position Type: Full Time Education Level: Master's Salary Range: Undisclosed Job Shift: Day Job Category: Accounting/Finance Description SUMMARY ...
  • 1 Month Ago

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Billing Analyst
  • Robert Half
  • Minnetonka, MN PER_DIEM
  • The Medical Billing and Collections Representative supports the business office by collecting payments from patients who have balances over 35 days old and working outstanding aged accounts. Medical B...
  • 23 Days Ago

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Collection analyst
  • Creative Financial Staffing
  • Stoughton, MA FULL_TIME
  • Creative Financial Staffing has partnered with a rapidly growing top technology-driven logistics company to identify a Collections Analyst. This is a great opportunity for a recent graduate, and is in...
  • 25 Days Ago

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Billing Analyst
  • Barrett Distribution Centers, Inc.
  • Bridgewater, MA FULL_TIME
  • WHAT IS BARRETT DISTRIBUTION CENTERS? Simply put, Barrett Distribution is a leader in providing customized third-party logistics, omni-channel distribution, and direct-to-consumer fulfillment services...
  • 1 Day Ago

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0 Investment Analyst jobs found in Weymouth, MA area

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Investment Operations – Strategic Hedge Fund
  • Origin Staffing
  • Boston, MA
  • We are seeking a detail-oriented and experienced analyst with the passion for financial analytics and alternative invest...
  • 3/28/2024 12:00:00 AM

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Asset Manager
  • Sawyer Realty Holdings LLC
  • Newton, MA
  • Sawyer Realty Holdings is a family-owned real estate investment firm that has a core focus on real estate. Since incepti...
  • 3/28/2024 12:00:00 AM

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Venture Capital Investment Analyst/Associate
  • Glasswing Ventures
  • Boston, MA
  • About Us: Glasswing Ventures is a leading venture capital firm specializing in AI and frontier technology investments at...
  • 3/26/2024 12:00:00 AM

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Portfolio Manager - Remote
  • McAfee Corp.
  • Job Title: Portfolio Manager - Remote Role Overview: We are seeking an experienced portfolio manager who can add a fresh...
  • 3/26/2024 12:00:00 AM

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Portfolio Manager - Special Assets
  • Rockland Trust
  • Boston, MA
  • Rockland Trust is seeking a Portfolio Manager to join our Special Assets group. Description: Rockland Trust is currently...
  • 3/26/2024 12:00:00 AM

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Portfolio Management Associate
  • Keller Augusta
  • Boston, MA
  • Company Overview: Our client is a vertically integrated real estate private equity firm with a 30+ year history of succe...
  • 3/25/2024 12:00:00 AM

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Director, Cybersecurity Portfolio Management
  • Capital One
  • Boston, MA
  • Center 1 (19052), United States of America, McLean, Virginia Director, Cybersecurity Portfolio Management As a Director,...
  • 3/25/2024 12:00:00 AM

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ANALYST INVESTMENT - RI
  • Pathway Capital Management
  • Providence, RI
  • Job Description Job Description Pathway Capital Management, LP, is seeking an INVESTMENT ANALYST to join our Providence ...
  • 3/24/2024 12:00:00 AM

Weymouth is a city in Norfolk County, Massachusetts, one of 13 Massachusetts municipalities that city forms of government while retaining "town of" in their official names. It is named after Weymouth, Dorset, a coastal town in England, and is the second-oldest settlement in Massachusetts. It is one of the South Shore's more affordable towns and offers a short commute into Boston, MBTA bus and rail service, and a town beach. As of the 2010 census, Weymouth had a total population of 55,643. Weymouth is located at 42°12′23″N 70°56′45″W / 42.20639°N 70.94583°W / 42.20639; -70.94583 (42.206458, ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Analyst jobs
$96,240 to $143,541
Weymouth, Massachusetts area prices
were up 1.6% from a year ago

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