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quantitative investment analyst

Fidelity Investments

<div><h3 class="jobSectionHeader">Job Description:</h3>
The Groups and Team
Quantitative Research &amp; Investments (QRI) is an investments and research division within Asset Management at Fidelity. We are responsible for the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity&rsquo;s investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.
With around $850 billion in assets under management, Fidelity Asset Management Solutions (FAMS) is a leading provider of multi-asset class solutions for retail and institutional clients. The range of investment solutions includes target date funds, target allocations funds, income and real return strategies, world allocation funds, and other custom institutional solutions.
The Multi-Asset Class (MAC) Quantitative Research Team within QRI provides research and analysis to FAMS portfolio managers and other investment professionals in support of our broad range of investment solutions. This research is vital in helping portfolio managers to select the most suitable investment options and manage asset class and risk exposures across all investment solutions we deliver. Members of the team either work directly within a specific investment team as an embedded analyst or support all investment teams as a central analyst.
The Role
Fidelity is seeking a seasoned quantitative investment analyst to join the Multi-Asset Class (MAC) team, supporting our target date strategies. As a key contributor, you will develop and communicate market views, produce thematic research and thought leadership, and design and evaluate innovative investment strategies focused on alpha generation. You&rsquo;ll enhance quantitative frameworks for both strategic and tactical asset allocation, and refine tools for outcome-driven portfolio construction and risk management. Your work will directly impact the management of Fidelity&rsquo;s mutual funds and client accounts, while also supporting the development of new products tailored to evolving client needs.
Responsibilities will vary based on your experience, skillset, and the team&rsquo;s priorities, which may shift over time. Potential areas of focus include:<ul><li>
Proprietary alpha signals and factor models</li><li>
Systematic cross-asset investment strategies</li><li>
Discretionary macro research</li><li>
Target date glidepath design</li><li>
Retirement solutions to address longevity risk</li><li>
Downside protection and robust diversification</li><li>
Liability-driven investment solutions</li></ul>
The ideal candidate will bring deep multi-asset market expertise, strong quantitative and programming capabilities using agentic harnesses, and advanced data modeling skills. Success in this role requires analytical rigor, clear communication, and a collaborative mindset.
The Value You Deliver<ul><li>
Develop and communicate global macro views based on both independent and collaborative research.</li><li>
Conduct research in tactical asset allocation, while also supporting strategic asset allocation, portfolio construction, and manager research.</li><li>
Build quantitative tools and infrastructure to support discretionary and systematic investment processes.</li><li>
Collaborate with investment, client-facing, data and technology teams.</li><li>
Translate complex quantitative ideas for non-technical audiences.</li><li>
Share insights through stakeholder presentations and published research.</li></ul>
The Expertise and Skills You Bring<ul><li>
Deep understanding of market dynamics, quantitative strategies, portfolio construction, and risk management.</li><li>
Advanced degree in finance, math, engineering, science, or business.</li><li>
7+ years in multi-asset quantitative research.</li><li>
3+ years generating alpha in discretionary investment processes.</li><li>
Programming and data management experience; proficiency in agentic harnesses using Python or R.</li></ul>
Leadership Competencies You Demonstrate<ul><li>
Strategic thinker with a bias for timely execution.</li><li>
Professional presence with strong communication across all levels.</li><li>
Independent idea generator with a collaborative working style.</li><li>
Passionate about markets and investing.</li><li>
High integrity, humility, and team orientation.</li><li>
Committed to investment principles and repeatable processes.</li><li>
Client-focused mindset.</li></ul>
The base salary range for this position is $100,000 - $200,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate&rsquo;s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. 
 
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity&rsquo;s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3 class="jobSectionHeader">
Certifications:</h3><h3 class="jobSectionHeader">
Category:</h3>
Investment Professionals</div>

Quantitative Investment Analyst

JPMorganChase

<div>JOB DESCRIPTION 
Portfolio Analyst
55ip's Quantitative Research &amp; Development (R&amp;D) team is seeking a dedicated professional to support the team's testing and operational needs. The ideal candidate will possess a strong understanding of market and portfolio data, with the ability to analyze and investigate investment outcomes. This role requires ensuring that portfolios are strategically aligned with investment strategies and perspectives, while also guaranteeing that organizational and infrastructure capabilities are robust enough to support the portfolio management process.
The successful candidate will be highly motivated, adept at problem-solving, and an effective team player eager to make a significant impact within the organization.
Responsibilities<ul>
<li>Collaborate with quantitative researchers and software developers to enhance investment algorithms and optimize research data. Facilitate the advancement of back-testing, simulation, and data visualization platforms to support strategic investment decisions. Analyze trade suggestions, positioning, risk metrics, etc. to ensure alignment with investment thesis and process, and recognize, evaluate, and reconcile any results that are inconsistent with strategy objectives.</li>
<li>Establish, execute, and oversee both historical and forward-looking simulations to ensure robust analysis and accuracy in investment strategies.</li>
<li>Develop comprehensive analysis and visualization reports utilizing Excel, Tableau, and other advanced analytical tools to effectively communicate insights and support data-driven decision-making processes.</li>
<li>Investigate and resolve inquiries and issues arising from trade operations and investment teams, ensuring seamless execution and alignment with strategic financial objectives.</li>
<li>Collaborate closely with product management, portfolio managers, and technology teams to launch, refine, and test both existing and new investment strategies, ensuring alignment with market trends and organizational goals.</li>
<li>Engage in governance practices to oversee and enhance investment methodologies, ensuring compliance with industry standards and optimizing performance outcomes.</li>
<li>Utilize JIRA to efficiently manage and assign work items and issues, ensuring streamlined workflow and effective resolution within project timelines.</li>
<li>Thoroughly document operational procedures, processes, and workflows to ensure clarity, consistency, and compliance across all financial operations.</li></ul>
Requirements<ul>
<li>Bachelor's degree in Finance, Accounting, or Economics.</li>
<li>Deep passion for financial markets and the investment management process.</li>
<li>Strong attention to detail with the ability to conceptualize and comprehend complex financial data.</li>
<li>Demonstrated interest in pursuing CFA and/or FRM certifications.</li>
<li>Team player with a strong work ethic and a diligent, responsible personality.</li>
<li>Collaborative nature, thriving on challenges in fast-paced, dynamic environments.</li>
<li>Collaborative and cooperative approach with employees and management at all levels.</li>
<li>Highest degree of integrity, motivation, and intellectual curiosity.</li>
<li>Solid understanding of basic statistics, strong Excel skills, and quantitative capabilities.</li>
<li>Ability to work with basic Python and statistical analysis.</li>
<li>Proven ability to manage multiple tasks and work under pressure, handling large workloads and tight deadlines.</li>
<li>Strong verbal and written communication skills.</li>
<li>Proficient in Microsoft PowerPoint, Word.</li>
<li>Proficient in investigating data issues using SQL.</li>
<li>Familiarity with financial tools such as BarraOne, Factset, and Bloomberg is a plus.</li></ul>
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

Senior Portfolio Associate, 55IP

Daley And Associates, LLC

<div>
 
 
 
 
 Senior Investment Operations Analyst - Boston, MA (Hybrid, Contract)
 
 
 
 
 
 We are currently seeking candidates for an Investment Operations Analyst opportunity with a highly successful Investment Management firm located in Boston, MA. The Investment Operations Analyst will conduct portfolio accounting, support trade operations, perform reconciliations, and promote strong vendor relations. The ideal candidate will have 3+ years of experience in investment operations, portfolio administration, and reconciliation in investment management or the financial services industry.
 
 
 
 Compensation:&nbsp;
 
 $35&mdash;$45/hour (depending on experience)&nbsp;
 
 
 
 
 
 
 Location:
 
 &nbsp;Boston, MA
 
 
 Work-Model:
 
 Hybrid (4 days onsite, 1 day remote)
 
 
 Duration:&nbsp;
 
 8+ month contract with potential to extend
 
 
 
 Responsibilities:
 
 
 
 <ul>
 <li>
 
 
 Maintain and verify cash transactions by accurately inputting data into the portfolio accounting system.
 
 
 </li>
 <li>
 
 
 Manage the flow of trade data from trading desks, ensuring settlement details are received, verified, and properly recorded.
 
 
 </li>
 <li>
 
 
 Facilitate the seamless transformation of trade information into the accounting platform and ensure timely reporting of trade details to custodians.
 
 
 </li>
 <li>
 
 
 Support the upkeep of securities data, including maintaining accurate security characteristics and market prices for reliable appraisal valuations and performance measurements.
 
 
 </li>
 <li>
 
 
 Perform daily reconciliation of holdings and transactions across internal systems and custodian banks, ensuring discrepancies are documented and promptly resolved.
 
 
 </li>
 <li>
 
 
 Generate and distribute reconciliation reports for both internal teams and external stakeholders using a variety of system tools.
 
 
 </li>
 <li>
 
 
 Produce standard and customized (ad hoc) reports to fulfill both internal operational needs and external client or regulatory requests.
 
 
 </li>
 <li>
 
 
 Build and maintain strong relationships with vendors, custodians, and other financial institutions, proactively addressing service issues and staying informed about market and industry developments.
 
 
 </li>
 </ul>
 
 
 
 Qualifications:
 
 
 
 <ul>
 <li>
 
 
 Bachelor&rsquo;s degree in Finance, Economics, or Business.
 
 
 </li>
 <li>
 
 
 3+ years of experience in investment operations, with a strong focus on reconciliations.
 
 
 </li>
 <li>
 
 
 Proficiency with Microsoft Excel for data analysis and reporting, professional exposure to SQL or Python is a plus.
 
 
 </li>
 <li>
 
 
 Solid understanding of fixed income and equity securities.
 
 
 </li>
 <li>
 
 
 Exceptional analytical thinking, problem-solving abilities, and organizational skills.
 
 
 </li>
 <li>
 
 
 Outstanding written and verbal communication skills, with the ability to efficiently manage a high volume of email correspondence.
 
 
 </li>
 <li>
 
 
 Capable of working independently with minimal supervision, while also thriving in a collaborative remote or hybrid team environment.
 
 
 
 </li>
 </ul>
 
 
 For immediate consideration, interested and qualified candidates should send their resume to Jackson at jnichols@daleyaa.com.
 
 
 
 
</div>

Senior Investment Operations Analyst – Reconciliations & Trade Support

<div>JOB DESCRIPTION 
Join Us at 55ip &amp; Help the Wealth Management Industry Move Forward
Working at 55ip, a separately branded subsidiary of J.P. Morgan, means standing at the intersection of finance and technology&mdash;and at the cutting-edge of wealth and asset management. We&rsquo;ve been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston-, New York-, and Mumbai-based teams have built and brought to market a tax-smart investment strategy engine, portfolio trading and rebalancing, and advisor transition services, all delivered through an intuitive experience and intelligent automation. Driven by strategic partnerships with world-class wealth and asset management firms, we&rsquo;ve experienced breakthrough growth over the last two years. Today, over 400 financial advisor firms have trusted over $100 billion in assets under supervision with 55ip.
As 55ip continues its rapid growth trajectory, we are on the path to managing over $1 trillion in assets under supervision (AUS) by 2030. This scale brings significant challenges and opportunities, including supporting exponential increases in accounts, net flows, revenue, and pre-tax income. Our technology platform must evolve to handle this growth, ensuring robust performance, reliability, and automation for tax-smart investing portfolios across diverse product mixes and client segments.
Software Engineer III
55ip&rsquo;s Quantitative R&amp;D team is looking for a software engineer to help develop and grow our quant platform that provides end-to-end capabilities of a large scale historical &amp; forward-looking simulation framework. The candidate will work with quant teams to design and implement technical solutions of quality and scale. The ideal candidate has a background in full stack software development built on cloud-native systems with exposure to building back testers, simulation engines, and large volumes of data. Candidates are motivated, problem solvers, team players, and effective developers who want to make a big impact.
Responsibilities<ul><li>
Build high-performance cloud-based web application solutions to support quantitative research capabilities: back testing, simulations, machine learning, and other advanced analytics &amp; algorithms</li><li>
Produce &amp; maintain architectural &amp; workflow diagrams.</li><li>
Work with product managers to set team priorities and deliverables.</li><li>
Participate in hands-on development to expedite finding resolutions.</li><li>
Participate in agile development team practices.</li><li>
Accountable for highest code quality, best practices, and standards.
</li><li>Perform code reviews ensuring quality meets the highest level of standards.</li><li>
Provide support during testing and post go-live to internal stakeholders.</li><li>
Work closely with quantitative researchers &amp; developers to understand business requirements</li><li>
Collaborate with technology teams, to share common practices and develop firm-wide solutions of highest quality &amp; scale.</li></ul>
Requirements<ul><li>
Proficiency in Python, Pandas, Polars, GitHub/Bit-Bucket, Jenkins, Jira, and PostgreSQL.
</li><li>Strong experience with AWS cloud services, such as EC2, EKS, RDS, ElastiCache, S3, Lambda, Secrets Manager, CloudWatch</li><li>
Experience with Django, Redis, and React</li><li>
Clear understanding of OOP and software design constructs within a Python context.
</li><li>Strong understanding and experience in all aspects of software development lifecycle</li><li>
Solid understanding of agile methodologies such as CI/CD, application resiliency, and security</li><li>
6 years of experience in relevant software development</li><li>
Bachelor&rsquo;s degree (or equivalent) in Computer, Electronic or IT Engineering.</li><li>
Excellent communication (written and oral) and presentation skills.</li><li>
Ability to work with quant researchers, developers, and portfolio analysts to understand requirements.</li><li>
Strong attention to detail, pride in delivering high quality work and willingness to learn
</li></ul>Preferred Qualifications<ul><li>
Experience with Terraform
</li><li>AWS certifications
</li><li>Exposure to financial capital markets data and trading applications, working with investment data</li><li>
Experience with project workflow tools such as Jira in an Agile-Scrum environment</li><li>
Knowledge of Linux</li></ul>
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

Python Engineer, Senior Associate

Cambridge Associates

<div>Firm Overview:
Cambridge Associates (&ldquo;CA&rdquo;) is a leading global investment firm. CA&rsquo;s goal is to help endowments &amp; foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.
Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com .
Job Description Summary:
The Treasury Analyst will be responsible for supporting the processing and execution of cash and security transactions for client portfolios in which Cambridge Associates (C|A) is the Investment Manager. In this role the Analyst will primarily be responsible for the preparation of wire transactions, mutual fund trades, and ETF trades for further review by senior members of the team. The Analyst will develop an understanding of our internal trade operation systems as well as custodian transaction platforms. The role requires high attention to detail while preparing transactions and time management skills to effectively process high volumes of transactions across multiple client portfolios and custodian banks. These are highly complex portfolios that deal in hedge, private equity, mutual funds and ETFs. This role requires frequent collaboration with other internal operations and investment teams and external service providers (e.g., fund accounting agent, outsourced middle and back-office service providers, and custodians).
Job Description:
Responsibilities
<ul><li>Prepare and instruct cash wires for the purpose of private investment capital calls, alternative asset subscriptions, manager and service provider invoices, client withdrawals, FX transactions.
</li></ul><ul><li>Prepare and instruct ETF and Mutual Fund trading through custodians and brokers.
</li></ul><ul><li>Track wire transactions and trade executions to confirm completion within internal and external deadlines.
</li></ul><ul><li>Collaborate closely with Portfolio Operations Team to identify, inform, and resolve cash reconciliation breaks. Identify and escalate any transaction issues.
</li></ul><ul><li>Engage and maintain operational relationships with many different custodian banks and service providers to our clients. Close communication with multiple custodian banks throughout the day to ensure proper and timely transaction execution and resolution of any issues.
</li></ul><ul><li>Contribute to and support projects within Treasury and in collaboration with other departments.
</li></ul><ul><li>Adhere to policies and procedures of Treasury and Investment Operations.
</li></ul><ul><li>Identify opportunities to reduce risk and increase scalability of existing processes through controls, procedures, and technology enhancements.
</li></ul>Qualifications
<ul><li>Undergraduate degree; preferably in finance or business administration
</li></ul><ul><li>1 - 3 years of work experience in Treasury Operations, Custody Operations, or Fund Administration
</li></ul><ul><li>Knowledge of alternative asset operations - fund of funds, hedge and/or private equity portfolios.
</li></ul><ul><li>Knowledge of USD wire execution process, or Mutual Fund/ETF settlement process preferred
</li></ul><ul><li>A team-oriented individual with strong interpersonal, organizational, communication skills and attention to detail
</li></ul><ul><li>Ability to work in a rapidly growing fast-paced environment and manage multiple competing priorities within deadlines.
</li></ul><ul><li>Excellent MS Excel, Word, Outlook skills are required.
</li></ul>Base salary range for this role:
Pay Range Minimum:
63700
Pay Range Maximum:
82800
In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.</div>

Analyst, Investment Operations – Treasury

Newmark

<div>Our Boston Capital Markets team specializes in investment sales, recapitalization, and strategic advisory of office, life science, industrial, retail, multifamily and data center assets across the Greater Boston Metro and throughout New England. The group has completed over $80 billion in transactions over the past decade and operates as a high-performance, deal-intensive team with a strong track record advising institutional owners, developers, and private investors on their most complex dispositions and recapitalizations.
This is a demanding, high-output role suited for someone who thrives under pressure, takes pride in the quality of their work, and is energized by a fast-paced deal environment. The team works hard and expects the same from everyone on it.</div>
 <div>QUALIFICATIONS
Required:
<ul><li>Bachelor&rsquo;s degree in Real Estate, Finance, Economics, Mathematics, or a related quantitative field (MBA a plus)
</li><li>Proficiency in Argus Enterprise is required - candidates without Argus experience will not be considered
</li><li>2&ndash;5 years of relevant experience in commercial real estate, investment banking, private equity, or corporate finance
</li><li>Prior investment banking or corporate finance experience is strongly preferred, as it reflects the analytical rigor and work ethic this role demands
</li><li>Expert-level Excel modeling skills with strong command of financial metrics including IRR, NPV, cash-on-cash returns, cap rates, and residual valuations
</li><li>Ability to produce clean, accurate, and institutional-quality work product under tight deadlines
</li><li>Strong written and verbal communication skills; proficient technical writing
</li><li>Full-time, in-office presence at our 225 Franklin Street, Boston location - this role does not accommodate remote or hybrid arrangements
</li></ul>Preferred:
<ul><li>Knowledge of CoStar, Real Estate Capital Analytics, or comparable data platforms
</li><li>Familiarity with AI-powered research, writing, and productivity platforms; candidates who have meaningfully incorporated these tools into their workflow will stand out
</li><li>Proficiency in Word, PowerPoint, Outlook, and Microsoft Teams 
</li></ul>WORKING CONDITIONS
This is an in-office position based at 225 Franklin Street, Boston, MA, five days per week . Given the deal-driven nature of the business.. Candidates should expect and embrace a high-effort environment tied to transaction timelines.</div>
 <div>ESSENTIAL DUTIES
<ul><li>Build, own, and stress-test complex financial models for individual assets and portfolios including office, life science, and mixed-use investments
</li><li>Run Argus Enterprise models as the primary underwriting tool for all assignments - this is a non-negotiable requirement for this role
</li><li>Assist with full-scope due diligence including lease abstracting, rent roll analysis, income/expense review, title, appraisals, PCAs, and environmental reports
</li><li>Develop institutional-quality offering memoranda, pitch books, and marketing materials
</li><li>Research comparable sales, submarket statistics, competitive inventory, lease rates, and capital markets trends across Greater Boston and New England
</li><li>Coordinate financial analysis with internal teams across departments, markets, and divisions
</li><li>Support client meetings, property tours, and transaction negotiations
</li><li>Assist with public records research to identify and qualify prospective assignment opportunities
</li><li>Perform other duties as assigned in support of the team&rsquo;s deal activity</li></ul></div>

Analyst, Financial

Morgan Stanley

<div>Morgan Stanley Investment Management (&ldquo;MSIM&rdquo;), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1.7 trillion in assets under management or supervision as of June 30, 2025. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
The Sales Data Senior Associate role sits at the intersection of data, strategy, and sales execution for MSIM&rsquo;s US Intermediary business. By turning sales data into actionable insight, the Sales Data Senior Associate helps leadership and the sales teams understand what is changing, why it matters, and where to focus next . The work directly influences advisor targeting, campaign effectiveness, and distribution outcomes&mdash;making this role a critical enabler of MSIM&rsquo;s growth strategy.
Primary Responsibilities:
Data Analysis &amp; Insight Generation
<ul><li>Transform data into insight and action by synthesizing industry, market, and product data from multiple internal and third-party sources to deliver forward-looking analysis that empowers US Intermediary sales teams.
</li><li>Lead high-impact analytical initiatives supporting MSIM&rsquo;s distribution strategy across Mutual Funds, Separately Managed Accounts, Specialty Solutions, Alternative Investments, and Exchange-Traded Funds, from concept through execution.
</li><li>Uncover and articulate sales opportunities through rigorous analysis, clear presentation of alternatives, and well-supported recommendations that translate complexity into clarity.
</li><li>Identify and target growth opportunities by analyzing advisor behavior and sales trends, with a particular focus on MSIM&rsquo;s highest priority advisor and firm prospects
</li></ul>Strategic Partnership &amp; Influence
<ul><li>Partner closely with Sales and Senior Leadership to identify, shape, and advance tactical and strategic distribution priorities, using data-driven storytelling to influence decision-making.
</li><li>Proactively deliver insights and solutions by anticipating sales management needs and offering actionable ideas rooted in performance metrics, trends, and strategic objectives.
</li></ul>Business Expertise &amp; Cross-Functional Engagement
<ul><li>Build deep expertise in the US Intermediary business, maintaining continuous engagement across sales, marketing, operations, and IT to stay current on business objectives, market dynamics, product developments, and evolving data capabilities.
</li></ul>Qualifications
<ul><li>Bachelor&rsquo;s degree or equivalent preferred 3 - 5 years of experience supporting asset management or financial services distribution, ideally within US Intermediary, wealth management, or advisor-focused sales channels.
</li><li>Working knowledge of investment products, including Mutual Funds, Separately Managed Accounts, ETFs, Alternative Investments, and other specialty solutions.
</li><li>Proficiency in standard analytical and reporting tools: including Excel and PowerPoint, with experience leveraging data visualization and reporting platforms (e.g., Tableau, Power BI, SQL, or similar) to produce executive-ready insights.
</li><li>Experience with CRM systems is preferred (SalesForce)
</li><li>Demonstrated experience operating at a Senior Associate level, with the ability to independently own analyses, manage deliverables end-to-end, and provide informed recommendations to managers and senior stakeholders.
</li><li>Strong analytical and quantitative expertise, with experience interpreting large, complex sales and market data sets to uncover trends, opportunities, and actionable insights.
</li><li>Proven ability to communicate effectively across levels, from sales partners to senior management. Experience in telling compelling stories with data, translating month-over-month changes, performance trends, and advisor behavior into clear, executive-ready narratives.
</li><li>Proactive, solution-oriented approach, with the confidence to identify gaps, recommend improvements, and influence outcomes through data-driven insights.
</li><li>Collaborative mindset and cross-functional fluency, enabling effective partnership with Sales, Marketing, Operations, IT, and Data Reporting teams.
</li></ul>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $95,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .</div>

Distribution Sales Data Senior Associate

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