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Senior Investment Analyst

Position ID: JMS/MASrInvestment
Location: Boston MA

Senior Investment Analyst

Our client is a well-established publicly traded bank with over $400 billion in total assets and 100 years of history. They are ranked as one of the strongest major banks in North America by Bloomberg Markets magazine.


Their Private Wealth Management Group is seeking a Senior Investment Analyst to:


  • Perform research and bring new ideas to the group for HNW and UHNW Individuals and Institutions
  • Work under the direction of senior managers, assists in the selection, evaluation, and on-going monitoring of managers; developing risk and investment guidelines; completing special research/due diligence studies.
  • Analyze investment performance data &/or the elements of risk present in ‘private capital (equity/credit)’ and/or ‘alternative’ funds/ managers and liquid alternatives.
  • Responsible for multi asset classes and/or for monitoring/ongoing investment &/or operational due diligence for specific managers.
  • Support/perform investment and or operational due diligence activities leveraging qualitative and quantitative tools and approaches. Still refining their understanding of investment decision-making and manager selection.
  • Conduct exceptional research, qualitative &/or quantitative analytical, reasoning, problem solving, interpersonal and communications (both written and verbal) skills.


The desired candidate must possess:


  • Bachelor’s degree in finance, accounting, statistics, economics or related discipline/field of study.
  • Strong command/knowledge of alternative investing, investment management, manager research/due diligence, traditional equity and/or fixed income analysis, as well as latest research methods and instruments.
  • CFA and/or and FRM
  • 5 or more years of related experience in manager research/due diligence or related investment field.


Westport One consistently ranks as one of the top 10 offices within the MRI Network system, which consists of more than 700 offices worldwide.

Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.

Any inquiries relating to this ad will be kept confidential.

To learn more about our organization please visit us at

To apply for this position, submit your resume by choosing one or more of the following:



2.)   Email your resume in WORD format to  Please refer to job reference code JMS/MASrInvestment in the subject line.


3.)   Fax resume with cover letter to:  314-991-9586.  Attention:  Kim Carlson.  Please refer to job reference code JMS/MASrInvestment



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