Atlantic Group
Senior Investment Associate (Boston)
Atlantic Group, Boston, Massachusetts, United States, 02298
Seeking a driven
Senior Investment Associate
to support portfolio management, research, and investment strategy. This role works closely with senior professionals to analyze markets, evaluate opportunities, and help implement the firms investment approach.
Responsibilities Conduct research and analysis across asset classes and investment strategies. Support portfolio management, asset allocation, and rebalancing activities. Assist with due diligence on new investments and monitor existing portfolios. Prepare investment materials and performance reports for internal and client use. Provide insights on portfolio performance, risk, and optimization.
Qualifications Bachelors degree in Finance, Economics, Accounting, or related field; CFA or advanced degree preferred. 4+ years of relevant investment or asset management experience. Strong analytical, financial modeling, and communication skills. Proficiency in Excel and investment research tools. Detail-oriented and able to manage multiple priorities in a fast-paced environment.
#46869
Senior Investment Associate
to support portfolio management, research, and investment strategy. This role works closely with senior professionals to analyze markets, evaluate opportunities, and help implement the firms investment approach.
Responsibilities Conduct research and analysis across asset classes and investment strategies. Support portfolio management, asset allocation, and rebalancing activities. Assist with due diligence on new investments and monitor existing portfolios. Prepare investment materials and performance reports for internal and client use. Provide insights on portfolio performance, risk, and optimization.
Qualifications Bachelors degree in Finance, Economics, Accounting, or related field; CFA or advanced degree preferred. 4+ years of relevant investment or asset management experience. Strong analytical, financial modeling, and communication skills. Proficiency in Excel and investment research tools. Detail-oriented and able to manage multiple priorities in a fast-paced environment.
#46869