Senior Investment Research Analyst
Bartholomew & Company
Worcester, MA
*This is an onsite position with hours Monday through Thursday 8:00-4:30, Friday 8:00-4:00
Bartholomew & Company is seeking a Senior Investment Research Analyst to join their team in Worcester, MA. Reporting directly to the Senior Vice President, Chief Investment Officer, the Senior Investment Research Analyst will play a key role in providing support to the investment management team with research, data analysis, process improvement, data management and reporting. The successful candidate will be a proactive team player and problem-solver with attention to detail, strong analytical abilities, and demonstrated success and interest in financial markets.
Senior Investment Research Analyst Job Qualifications
- Bachelor’s Degree in business, accounting, or economics
- 2 to 5 years’ industry experience
- Series 7 and Series 66 securities licenses preferred (or willingness to obtain within 180 days)
- CFA Charter or enrollment in CFA Institute’s CFA program a plus
- Smart, driven, intellectually curious, high achiever, team player with a passion for math and analytics
- Solid conceptual understanding of economics and the capacity to develop strong financial analysis skills
- Knowledge of investment securities including stocks, bonds, and diversified investment vehicles such as mutual funds, closed-end funds, exchange traded funds, etc.
- Demonstrated professional and/or academic success and interest in financial markets
- Excellent analytical, organizational, and problem-solving skills
- Strong written and verbal communication skills
- Accountability and attention to detail are critical factors to succeed in this role
- High level of proficiency with Microsoft Office, especially Microsoft Excel
Why You Should Apply
- Career growth and development opportunities
- Competitive benefits including 401k, tuition reimbursement and generous paid time off
- Be part of a collaborative team that prioritizes relationships as the core to business success
Senior Investment Research Analyst Job Responsibilities
- Assist in cash allocation and daily maintenance of investment accounts
- Provide technical support to the Investment Management team including assisting with asset allocation decisions, portfolio construction, and rebalancing strategies; identify problem areas, then communicate and collaborate with the team
- Manage internal database and maintain best practices to keep current
- Present findings and recommendations on existing holdings and new opportunities to the investment team
- Maintain recommended investment lists
- Maintain up-to-date information on model portfolios and performance
- Serve as a liaison between company and sponsors, such as mutual fund and/or research companies
- Assist team in meeting all client needs
- Serves as team lead when needed, providing leadership and support to Financial Analyst
About Bartholomew & Company
Bartholomew & Company is a full-service investment management and planning firm based in Worcester, MA. To learn more, please visit our website at www.bartandco.com.
Bartholomew & Company is an equal opportunity employer, dedicated to building an inclusive and diverse workforce.
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