Operations Research Analyst jobs in Leominster, MA

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Senior Investment Research Analyst
  • OneDigital Northeast
  • Worcester, MA FULL_TIME
  • Description

    Position at Bartholomew & Company

    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 yearsindustry 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.  

       

    #INDBART  

      
      
  • Just Posted

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Research Compliance Analyst
  • Worcester Polytechnic Institute
  • Worcester, MA FULL_TIME
  • JOB TITLE Research Compliance Analyst LOCATION Worcester DEPARTMENT NAME Research Integrity & Compliance DIVISION NAME Worcester Polytechnic Institute - WPI JOB DESCRIPTION SUMMARY The Research Compli...
  • Just Posted

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Clinical Research Compliance Analyst
  • UMass Med School
  • Worcester, MA FULL_TIME
  • Clinical Research Compliance Analyst Minimum Salary US-MA-Worcester Job Location 17 hours ago(11/3/2023 2:55 PM) Requisition Number 2023-44866 # of Openings 1 Posted Date Day Shift Exempt Exempt/Non-E...
  • 1 Day Ago

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Research & Evaluation Analyst - REMOTE
  • UMass Med School
  • Shrewsbury, MA FULL_TIME
  • Research & Evaluation Analyst - REMOTE Minimum Salary US-MA-Shrewsbury Job Location 4 hours ago(3/11/2024 8:49 AM) Requisition Number 2024-45388 # of Openings 1 Posted Date Day Shift Exempt Exempt/Non...
  • 13 Days Ago

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Research & Evaluation Analyst - REMOTE
  • University of Massachusetts Medical School
  • Shrewsbury, MA OTHER
  • Overview Under the general direction of the Director or designee, the Research and Evaluation Analyst provides high-level and diverse project support and coordination of project activities on multiple...
  • 14 Days Ago

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Sr. Research and Evaluation Analyst (Hybrid)
  • University of Massachusetts Medical School
  • Shrewsbury, MA OTHER
  • Overview Under the general direction of the Director or designee, the Sr. Research and Evaluation Analyst provides high-level and diverse project support and coordination of project activities on mult...
  • 19 Days Ago

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0 Operations Research Analyst jobs found in Leominster, MA area

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Reachback Mid-Level Counterintelligence Analyst
  • CACI International
  • Ayer, MA
  • Reachback Mid-Level Counterintelligence Analyst Job Category: Intelligence Time Type: Full time Minimum Clearance Requir...
  • 3/28/2024 12:00:00 AM

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Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Fitchburg, MA
  • Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
  • 3/27/2024 12:00:00 AM

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Quality Control Analyst II
  • PSG Global Solutions Careers
  • Northborough, MA
  • Apply now and our proprietary system will quickly have you in front of a live recruiter. The Opportunity Description We'...
  • 3/27/2024 12:00:00 AM

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Supervisory Internal Revenue Agent (12 month roster) AMENDED
  • Department Of The Treasury
  • Worcester, MA
  • Duties WHAT IS THE LBI - LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at:...
  • 3/27/2024 12:00:00 AM

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Junior Research Analyst
  • Proficio Capital Partners, LLC
  • Newton, MA
  • The Firm: Proficio Capital Partners is a multi-family office located in Newton, Massachusetts founded in 2014. Utilizing...
  • 3/26/2024 12:00:00 AM

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Senior Analyst, Business Advisory
  • Baker Tilly US, LLP
  • Tewksbury, MA
  • Overview Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coa...
  • 3/26/2024 12:00:00 AM

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Senior Project Analyst
  • Pyramid Consulting, Inc
  • Waltham, MA
  • Immediate need for a talented Senior Project Analyst. This is a 12+ Months contract opportunity with long-term potential...
  • 3/25/2024 12:00:00 AM

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Operational Analyst (614982)
  • Planet Professional
  • Framingham, MA
  • Seeking Operational Analyst for 6+ month contract role. Rate up to $55/hr. This is operational, not financial Job Summar...
  • 3/24/2024 12:00:00 AM

Leominster (/ˈlɛmənstər/ LEM-ən-stər) is a city in Worcester County, Massachusetts, United States. It is the second-largest city in Worcester County, with a population of 40,759 at the 2010 census. Leominster is located north of Worcester and west of Boston. Both Route 2 and Route 12 pass through Leominster. Interstate 190, Route 13, and Route 117 all have starting/ending points in Leominster. Leominster is bounded by Fitchburg and Lunenburg to the north, Lancaster to the east, Sterling and Princeton to the south, and Westminster to the west. According to the United States Census Bureau, the c...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Operations Research Analyst jobs
$70,171 to $90,905
Leominster, Massachusetts area prices
were up 1.6% from a year ago

Operations Research Analyst in Alexandria, VA
Participate in a wide range of optimization and related modeling activities, including, but not limited to, model implementation and operations, model use documentation, and optimization and operations research capability.
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Works closely with Senior Operations Research Analysts to develop research and evaluation plans, collect and analyze data, develop recommendations and prepare reports, presentations, and briefings.
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Operations Research Analyst in Washington, DC
Documentation verifying your educational claims which can include unofficial transcripts or any report listing institution, course title, credits earned and final grade.
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Develop, design, formulate, execute, coordinate, perform and document a broad range of analyses involving current and projected pricing, production, supply and distribution patterns, conditions and problems pertaining to energy and bring such studies to m
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