Investment Analyst

Choate Investment Advisors (ChoateIA) is a registered investment advisor providing comprehensive investment management advice to our client families. We currently advise on $11.0 billion (as of March 31, 2026) and help design wealth strategies for billions more. In an environment where our competitors increasingly look, act and think alike, ChoateIA is built differently. We seek to deliver sustainable and attractive long-term investment results free from conflicts and singularly focused on client success. ChoateIA has an intentional culture that values innovation and allows intellectual freedom to explore the best investments access public and private markets for our clients.

Working with our Choate, Hall & Stewart, LLP colleagues, ChoateIA provides creative solutions for our clients’ complex and dynamic circumstances. Our unique business model allows us to deliver a fully-integrated family office for generations of families. Using a sophisticated approach to risk, and with a focus on long-term, after-tax returns, we invest with discretion across a broad range of diversified asset classes in both public and private markets including venture capital, growth equity & search funds. ChoateIA operates with the highest ethical integrity and “sweats the small stuff” to provide a seamless client experience.

Job Summary & Functions

• Support the public markets investment process for both individual companies and third-party managers. Responsibilities include sourcing investment ideas, maintaining sector coverage, conducting fundamental research, and presenting recommendations to the investment team.
• Source, evaluate, and perform due diligence on third-party managers, including leading diligence meetings and providing investment recommendations.
• Monitor existing portfolio holdings and support ongoing investment due diligence.
• Assist with integrating ESG considerations into the investment process for both public companies and third-party managers.
• Contribute to client presentation materials, client-related projects, and other ad hoc initiatives.
• Continuously develop investment expertise and contribute to team investment discussions.
• Provide trading support as needed.
  
  

Qualifications

• Intellectual curiosity, strong passion for investment research, and ability to collaborate effectively in a team environment.
• Strong analytical skills with the ability to gather information from diverse sources, perform fundamental and quantitative analysis, and communicate findings clearly and concisely.
• Ability to manage multiple priorities with accuracy and attention to detail.
• Team-oriented mindset with a focus on collective success.
• Self-motivated professional with a strong work ethic and proactive approach.
• Excellent written and verbal communication skills.
• Financial modeling experience (MS Excel) and strong quantitative skills.
• Proficiency with Microsoft Office applications.
• Experience with investment research platforms and applications is a plus.
• Minimum of 3 years of relevant experience, preferably in equity research, and a strong academic record (BA or BS required).
• Progress toward an MBA or CFA designation is preferred but not required.
  
  

Compensation And Total Rewards Package

• Choate offers a comprehensive Total Rewards package to our business professional team members. The firm also offers comprehensive health and well-being benefits, personal and professional development, career growth opportunities and a collegial and supportive culture. The anticipated pay range for this role is listed below and represents our good faith and reasonable estimate of the salary range for this specific position at the time of posting. In addition, this role is eligible for a discretionary bonus based on performance. The actual offered rate for this position will be determined based on job-related, non-discriminatory factors, including but not limited to qualifications and experience, education, external market data and consideration of internal equity.
  
  

$116,000-$143,000