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Investment Specialist, Multi Asset Solutions

Boston, MA, United States💼 Full-time💰 $120,000–$225,000🗓 2026-08-07 → 2026-09-26

Core

Develop new multi-asset investment products and solutions, conduct market and manager research, and support client portfolio positioning and risk management.

Role type

Investment Specialist (Product Coverage)

Builds

Customized multi-asset portfolios and investment solutions for institutional clients

Domain

Asset Management / Multi-Asset Strategies

Deliverable

product features

Required skills

Portfolio analysis, performance attribution, risk management, product development, market research, strategic planning, financial modeling, data analysis, technical writing, presentation skills

Preferred skills

MBA, CFA, asset manager experience, sell-side experience, management consultancy experience, Factset proficiency, global perspective, language skills

Technologies

MS Excel, Factset

Responsibilities

Develop new investment products and strategies, conduct market and manager research, perform portfolio positioning and risk analysis, create marketing and client materials, review RFPs, communicate investment philosophy to clients and consultants

Seniority

Mid-level, hands-on IC

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