Investment Analyst - Portfolio Construction

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Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners. These owners, who share the belief that the majority of property loss is preventable, represent many of the world's largest organizations, including one of every four Fortune 500 companies. They work with FM to better understand the hazards that can impact their business continuity to make cost-effective risk management decisions, combining property loss prevention with insurance protection.

Assessment: a math exercise will be required during the interview process.

Schedule and Location:

This is a full time position, office-based, in Waltham, MA and Boston, MA.

We are seeking a highly analytical and collaborative Investment Analyst to join our investment team. The analyst will support the team on portfolio construction, risk management, and investment strategy across major asset classes. It would require helping build and produce risk and exposure reports, conducting market and portfolio research, delivering analytics driven insights that inform risks and positioning across the portfolio. This position requires strong analytical skills and financial modeling expertise to support decision-making across the investment platform.

• Apply quantitative and analytical techniques to support asset allocation, portfolio construction, and risk management across the total portfolio and individual asset classes.
• Monitor and evaluate portfolio performance, attribution, and risk metrics.
• Maintain and enhance internal tools and databases used for investment analysis and reporting.
• Develop expertise in financial time series analysis, statistical methods, and advancements in quantitative finance.
• Collaborate with investment operations, accounting, and other support functions to ensure seamless execution and reporting.
• Produce and maintain periodic reports and screeners across various markets and asset classes.
• Participate in webinars, conferences, and training sessions to stay current on developments in quantitative.
• Research and implement relevant ideas from academic literature and practitioner research to improve portfolio outcomes.
• Perform additional duties and ad-hoc analysis as needed.

Qualifications

• Bachelor's or Master's degree in a quantitative field (e.g., Finance, Economics, Mathematics, Engineering); prior investment industry experience is a plus but not required.
• Programming skills, with proficiency in Python required; familiarity with Bloomberg, FactSet, BI tools, databases is a plus.
• Excellent analytical and problem-solving skills with a keen attention to detail.
• Demonstrated interest in investment management and quantitative finance.
• Strong work ethic, positive attitude, and a collaborative, team-oriented mindset.
• High sense of ownership and accountability.

The hiring range for this position is $105,760 to $152,000 annually. The final salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FM's comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more.

FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.

If you have questions about this posting, please contact [email protected]