See all the jobs at Income Research + Management here:
| Investment | Full-time | Partially remote
, ,Income Research + Management is a Boston-based, privately owned, fixed income asset management firm. IR+M delivers strong performance and consistent results through a rigorous, bottom-up security selection process and strives to provide best-in-class client service to our 700+ institutional and private wealth clients.
Founded in 1987 and located in the heart of Boston’s financial district, IR+M employs 200+ full time professionals and currently manages $100+ Billion in assets. We offer industry-leading benefits, as well as a challenging, collegial, and rewarding workplace with high levels of employee engagement.
We operate a hybrid work model that will mix days with your team in the office and remote work, leveraging first class technology solutions.
Job Description:
The Investment Analyst will join the Investment Team as a member of the dynamic Investment Risk and Analysis function. The position reports to the Director of Investment Risk, Vice Chair of the Investment Committee and offers regular interaction with senior Investment Team leadership, Portfolio Managers, Research Analysts, Traders, Client Portfolio Managers and Analysts. The position will also have direct exposure to members of our Marketing, Performance, Technology, and Compliance Teams.
Responsibilities:
• Demonstrate thorough understanding of IR+M’s investment philosophy, process and strategies
• Respond to complex qualitative and quantitative investment requests from prospects/clients/consultants including market and portfolio commentary, attribution analysis, model portfolios, and scenario analysis
• Collaborate with Investment Team colleagues to support creation and maintenance of various custom investment solutions such as Cash Management, Stable Value, Insurance, ESG, Defined Contribution and LDI
• Provide investment expertise in cross-functional development of regular and ad-hoc communications collateral, including market commentary, thematic monitors, thought leadership, specialized reporting and custom presentation materials
• Partner with Portfolio Managers, Research Analysts and Traders to provide analysis for internal Investment Team projects
• Develop in-depth knowledge of all proprietary and third-party tools and systems used in Investment Analyst work, becoming a “Power User” resource for colleagues across the Investment Team
• Establish strong working relationships across all functions within the Investment Team and with members of the Client Service Team
Required Skills and Experience:
• 4+ years of financial industry experience; 2+ years of fixed income experience
• Advanced Excel and PowerPoint skills
• Excellent written and verbal communications skills
• Critical thinker and proactive problem solver with commitment to excellence and accuracy
• Self-starter who can independently produce results while handling multiple priorities with limited oversight
• Strong organization, workflow, project management and process skills
• Flexible – ability to quickly change gears while juggling numerous tasks and projects
• Enthusiastic – team oriented, with willingness to pitch in to help others
• Collaborative mindset and ability to thrive in cross-functional environment are essential
Education Requirement:
• Bachelor’s degree
• CFA Charterholder designation or progress towards preferred
What we offer you:
Joining the IR+M team is an opportunity to experience a unique and exciting culture and work environment. On a daily basis our employees are encouraged to personify our Core Values; working in a manner that emphasizes investment, respect, positivity, and motivation across the business and in delivering results for our clients.
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
· Hybrid work environment allowing individuals to build strong bonds with colleagues in the office mixed with remote work capability
· Medical, dental, vision and life insurance
· Retirement savings – 401(k) plan with a safe harbor contribution (3%), a company discretionary contribution (12%), and a broad investment lineup
· Tuition reimbursement up to $15K year
· $5,000 Referral bonus for employees who refer new hires
· Business-casual environment that includes the option to wear jeans
· Generous paid time off upon hire – including 20 days of vacation, 2 wellness days, unlimited sick time plus eight paid company holidays and 2 floating days each calendar year
· Paid volunteer time — 2 days per calendar year
· Leave of absence programs – including paid parental and family leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
· Fitness, health, and composting reimbursements
In addition to the opportunity to participate in a discretionary bonus program, the salary range below describes the estimated minimum to maximum base salary range for a position of this level. Compensation decisions are dependent on the facts and circumstances of each candidate and may vary based upon but not limited to relevant experience, licensure requirements, certifications, skill set, and other business and organizational needs.
Base Salary Range:
$90,000 - $130,000
This role is eligible for an annual performance-based bonus