What are the responsibilities and job description for the Investment Analyst position at KBW Financial Staffing & Recruiting?
Investment Analyst
Temp
Boston, MA - Hybrid (4 days in office)
$70-75/hour
Responsibilities
Temp
Boston, MA - Hybrid (4 days in office)
$70-75/hour
Responsibilities
- Collaborate closely with portfolio management and investment teams to support portfolio strategy and decision-making.
- Analyze portfolio exposures and risk positioning to drive strong risk-adjusted investment outcomes.
- Utilize risk models and analytical tools to evaluate market, credit, liquidity, and derivatives risks.
- Develop and enhance dashboards, reporting materials, and quantitative analyses to clearly communicate portfolio risks.
- Conduct ad-hoc research and in-depth analyses related to investor inquiries and evolving market conditions.
- Monitor portfolios to ensure timely and accurate risk measurement and reporting.
- Support the evaluation of new investment opportunities, including underwriting, relative value analysis, and portfolio fit considerations.
- Contribute to security selection and portfolio construction discussions, including scenario analysis, stress testing, and liquidity assessments.
- Improve investment analytics, reporting tools, and portfolio monitoring processes.
- 3 years of experience in private investments or portfolio analysis within fixed income or multi-asset strategies (buy-side, sell-side, or advisory).
- Strong understanding of fixed income risk metrics, credit analysis, duration management, yield curve positioning, and derivatives exposure.
- Experience analyzing corporate credit, structured products, mortgages, or related asset classes.
- Ability to interpret quantitative analysis and translate insights into actionable investment recommendations.
- Proven ability to work collaboratively with portfolio managers, traders, and analysts.
- Advanced analytical skills with experience handling large financial datasets.
- Proficiency in Python and/or SQL preferred; experience with other analytical tools is a plus.
- Strong organizational skills and ability to manage multiple priorities in a dynamic environment.
- Knowledge of derivatives and portfolio construction principles.
- Strong academic background; advanced degree and/or professional certifications (e.g., CFA, FRM) preferred.
- Intellectual curiosity, sound judgment, and strong interest in financial markets.
Salary : $70 - $75