Create a Job Alert.

Enter your email below to save this search and receive job recommendations for similar positions.
Thank you. We'll send jobs matching these to
You already suscribed to this job alert.
No Thanks
US
What job do you want?

Vice President, Investment Associate III (Equity Analyst) job in Boston at Eastern Bank

Create Job Alert.

Get similar jobs sent to your email

Apply to this job.
Think you're the perfect candidate?
Apply on company site

You’re being taken to an external site to apply.

Enter your email below to receive job recommendations for similar positions.
Vice President, Investment Associate III (Equity Analyst) at Eastern Bank

Vice President, Investment Associate III (Equity Analyst)

Eastern Bank Boston, MA Full-Time
Apply on company site

Create Job Alert.

Get similar jobs sent to your email

MAJOR RESPONSIBILITIES

Investment Research

  • Investigate merits of securities (equities, mutual funds, ETFs) for inclusion in client portfolios
  • Report and defend investment recommendations to the Investment Team
  • Prepare options trades and other asset protection strategies for clients, communicate orders to executing brokers, and monitor prices during holding periods
  • Participate actively in Investment Team meetings

Marketing Support and Client Meetings

  • Write articles for Investment Perspectives and possibly other publications
  • Update investment marketing and presentation material for internal and external use
  • Participate in periodic meetings with clients, including multi-client seminars and one-on-one meetings alongside a relationship manager 

Regulatory and Audit Compliance

  • Participate in reviews of client accounts to ensure compliance with objectives and models
  • Meet with internal auditors and provide required documentation; propose and implement revised or new policies and procedures as agreed between Investment Team and auditors

Securities Trading Oversight and Backup

  • Supervise trades executed by junior members of the Investment Team to ensure good prices
  • Execute purchase and sale of equity or fixed income orders, and coordinate with Operations to ensure settlement, when traders are unavailable

Training and Support

  • Train junior members of the Investment Team in trading, reporting, model maintenance, etc.

PROBLEM SOLVING & DECISION MAKING:

  • Polished interpersonal skills and CFA-level investment knowledge to interact with clients, relationship managers, other investment team members, and third parties.
  • Provides major support to inform investment decisions and to enable the team to execute client transactions.
  • Excellent problem solving and decision-making skills, most frequently without close daily supervision.

REQUIREMENTS:

Education and Experience:

  • Bachelor’s degree is required
  • CFA is highly preferred
  • CFP or MBA is advantageous but not necessary.  
  • At least 5 years of experience in equity research, trading, or portfolio management is highly preferred.

Skills/Knowledge:

  • Well-organized
  • Self-starter
  • Capable of prioritizing tasks and following tasks through to completion without much oversight.
  • Understanding of advanced investment concepts and business writing is essential.
  • Knowledge of Investor’s View and AddVantage trading systems, Bloomberg, Morningstar, and/or FactSet is beneficial; good working knowledge of Microsoft Office is required.

Working Conditions:

  • Normal office-based hours and conditions, usually slightly earlier than other departments (i.e. typically 8:00 start).

Previous Success hiring people with similar job titles such as:

  • Equity Analyst
  • Investment Associate
  • Account Officer
  • Relationship Manager

Perks:

  • Remote work flexibility
  • Hire immediately
  • Growth opportunities
  • Great benefits
  • Strong culture
  • Work life balance
CB2
 

Recommended Skills

Trading
Equities
Portfolio Management
Fixed Income
Settlement
Securities (Finance)
Apply to this job.
Think you're the perfect candidate?
Apply on company site

Help us improve CareerBuilder by providing feedback about this job: Report this job

Report this Job

Once a job has been reported, we will investigate it further. If you require a response, submit your question or concern to our Trust and Site Security Team

Job ID: 149

CareerBuilder TIP

For your privacy and protection, when applying to a job online, never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction. Learn more.

By applying to a job using CareerBuilder you are agreeing to comply with and be subject to the CareerBuilder Terms and Conditions for use of our website. To use our website, you must agree with the Terms and Conditions and both meet and comply with their provisions.