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Investments Rotational Program Analyst

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FM

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Location:
United States , Boston

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Category:
Finance

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Contract Type:
Not provided

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Salary:

93120.00 - 133900.00 USD / Year
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Job Description:

The Investments Rotational Program (IRP) is a two-year rotational program that provides early-career individuals with the opportunity to develop their skills, knowledge and experience in institutional investment management through an immersive experience with the FM Investment Management team. Successful candidates will join the FMIM team for the specified period of time and through rotational assignments will work with multiple investment leaders, gaining exposure to a range of portfolio management and operational activities.

Job Responsibility:

  • Work closely with Investment team colleagues to research markets or investment strategies and contribute to the development of actionable insights
  • Conduct market and industry research covering current and developing sector trends
  • Support the sourcing, analysis, due diligence and onboarding processes for investment strategies
  • Contribute to research meetings with written recommendations, analysis and/or presentations
  • Attend and document due diligence and research calls with investment managers, company management, and/or research providers
  • Develop analytics to monitor the performance of investments and conduct portfolio and risk analytics
  • Initiate and manage projects to improve efficiency of processes and operations across the team
  • Provide operational, compliance, reconciliation, documentation and reporting support, with a focus on accuracy, efficiency and business relevance
  • Ad Hoc projects as needed by the business, including Capstone Presentation at the end of two-year program

Requirements:

  • 4-year bachelor’s degree
  • 1+ years of institutional investment management or related work experience (related internships will be considered)
  • Intellectually curious and driven self-starter
  • Motivated to be working in a competitive and fast paced industry
  • Exceptional research and analytical abilities
  • Strong communication, presentation and collaboration skills
  • Strong quantitative skills including Microsoft Excel and financial modeling
  • Microsoft Office

Nice to have:

  • Advanced coursework in economics, investments, accounting, finance, data science, quantitative methods, and/or statistics
  • CFA or CAIA, or progress towards
  • Knowledge of Bloomberg, FactSet, and related analytical platforms
What we offer:
  • Retirement
  • Career Development
  • Employee Incentive Plan
  • generous health and well-being programs
  • a 401(k) and pension plan
  • tuition reimbursement
  • flexible work
  • time off allowances

Additional Information:

Job Posted:
January 26, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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