Website boscapadvisors Boston Capital Advisors
Strategic Wealth Management
Job Description
About the Role
Boston Capital Advisors seeks a financial analyst to support portfolio management and market research. You’ll analyze economic trends, build financial models, and prepare client presentations.
Responsibilities
- Conduct equity research
- Prepare quarterly reports
- Optimize investment strategies
- Monitor portfolio performance
- Assist with client meetings
- Ensure regulatory compliance
Requirements
- Bachelor’s in Finance
- 2+ years investment experience
- CFA Level I preferred
- Advanced Excel skills
- Knowledge of Bloomberg Terminal
- Strong quantitative abilities
Benefits
- Performance bonuses
- Professional certification support
- Hybrid work options
- Premium health plans
- Stock options
- Paid sabbaticals
About the Company
We manage $8B in assets for institutional clients. Our boutique firm combines rigorous analysis with personalized service.
Job ID: financial-analyst-vd3jb
