Investment Analyst jobs in Worcester, 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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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  

      
      
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Investment Consultant - Shrewsbury, MA
  • SF Demo - FMR LLC
  • Shrewsbury, MA FULL_TIME
  • Job Description:Investment ConsultantYou joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come joi...
  • 22 Days Ago

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Maintenance Technician- Cirrus
  • Inland Real Estate Investment Corp
  • Ashland, MA FULL_TIME
  • Cirrus apartments in Ashland, MA has an opening for a full-time, Maintenance Technician! (www.liveatcirrusapartments.com) Qualified candidates must be professional and friendly. The maintenance tech i...
  • 12 Days Ago

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Financial Analyst
  • Fitness Holdings - Crunch Fitness
  • Worcester, MA FULL_TIME
  • Here We GROW Again! Fitness Holdings Northeast is looking for an Financial Analyst to join our team. Fitness Holdings Northeast owns and operates 30 Crunch Fitness locations across the northeast and i...
  • 18 Days Ago

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Fraud Analyst
  • Clinton Savings Bank
  • Clinton, MA FULL_TIME
  • Job Description: The Fraud Analyst works to protect the Bank and its customers from losses and other negative effects related to fraud. The Fraud Analyst accomplishes this through thorough investigati...
  • 19 Days Ago

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Fraud Analyst
  • Clinton Savings Bank
  • Center, MA FULL_TIME
  • The Fraud Analyst works to protect the Bank and its customers from losses and other negative effects related to fraud. The Fraud Analyst accomplishes this through thorough investigations of potentiall...
  • 20 Days Ago

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0 Investment Analyst jobs found in Worcester, 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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Asset Management Specialist
  • Navigant Credit Union
  • Smithfield, RI
  • ABOUT: People helping people. That's what a credit union, and in particular Navigant Credit Union, is all about. Our mis...
  • 3/27/2024 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 - 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
  • Cambridge, 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

Worcester has a total area of 38.6 square miles (100 km2), 37.6 square miles (97 km2) of land and 1.0 square mile (2.6 km2) (roughly 2.59%) of water. Worcester is bordered by the towns of Auburn, Grafton, Holden, Leicester, Millbury, Paxton, Shrewsbury, and West Boylston. Worcester is known as the Heart of the Commonwealth, because of its proximity to the center of Massachusetts. The city is about 40 miles (64 km) west of Boston, 50 miles (80 km) east of Springfield, and 38 miles (61 km) northwest of Providence, Rhode Island. The Blackstone River forms in the center of Worcester by the conflue...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Analyst jobs
$93,005 to $138,717
Worcester, Massachusetts area prices
were up 1.6% from a year ago

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