Research Analyst II

Rockland Trust - Boston, MA

Full-time - Mid Level

Boston, MA

Credit Intermediation and Related Activities

About the position

This position involves supporting and managing various aspects of asset allocation, risk modeling, and external manager selection frameworks. The role requires developing insights into portfolio holdings, maintaining detailed company forecasts, and mentoring junior research team members.

Responsibilities

• Assume coverage of different economic sectors or industries.
• Develop insights into portfolio holdings and uncover new opportunities within the coverage areas.
• Develop and maintain detailed company forecasts, company and industry-specific drivers, price targets, and actionable ideas.
• Mentor and develop junior members of the research team.
• Assist the research team in ad hoc projects, research administration, and systems.
• Support client services and sales teams inquiries.

Requirements

• Bachelor's degree and CFA and/or MBA.
• Ability to work on-site in Boston office.
• 3+ years of relevant experience with a buy or sell side firm.
• Experience with bottom-up security analysis.
• Experience with Bloomberg, Factset, and other related software.

Nice-to-haves

• Solid financial statement analysis and modeling capabilities.
• Outstanding communication and presentation skills.
• Ability to discuss and explain involved concepts in finance and mathematics in both verbal and written form.
• Quick learner, comfortable dealing with ambiguous, fluid situations.
• Analytical and critical thinking skills; ability to make good decisions when faced with complex or ambiguous data.
• Passion, integrity, creativity, inquisitiveness and self-confidence.
• Self-starter, well organized, and able to work in a collaborative, team environment.

Benefits

• Competitive compensation with performance incentive awards.
• Health Insurance.
• Dental Insurance.
• 401K and DC Plan for retirement.
• LTD & Life Insurance.
• Day Care Reimbursement.
• Tuition Assistance for graduate and undergraduate programs.
• Award-winning Wellness program.