Investment Analyst Job at Beacon Hill (Boston)

Private Assets Investment Analyst

The US Pensions Investment (USPI) team manages and invests the assets of Citi's ...

Location

United States , New York

Salary:

109120.00 - 163680.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

1-5 years of experience in a related role
solid understanding of financial products
advanced analytical skills
ability to see the big picture
excellent written and oral communication
results-driven, with an ability to deliver high-quality work
effective interpersonal skills
attention to detail, desire for accuracy, intellectual curiosity
proficiency with standard analysis tools (Excel, Access, Power Point)
quantitative background and Python programming knowledge

Job Responsibility

Provide critical analytical support to the Private Assets Investment Officers and Operations
participate in new investment and operational due diligence
support the monthly and quarterly reporting processes
assist in monitoring portfolio positions
prepare ad-hoc reports, special projects, and presentations
conduct portfolio analysis
assist in the review of pension and 401K plans activities
assist in new investments and redemption process
provide timely feedback on audit requests
assist with performance calculations

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages including vacation, sick leave, and holidays

Fulltime

AIM Analyst - Investment Operations

This entry-level position in Allianz Investment Management (AIM) offers a unique...

Location

United States , Minneapolis

Salary:

55000.00 - 110000.00 USD / Year

Allianz

Expiration Date

Until further notice

Requirements

Bachelor's degree in finance, accounting, MIS, or related field
Ability to work independently and as part of a team
Curiosity, attention to detail, driven for solutions
Proficient in Excel
Utilization of artificial intelligence tools and resources (e.g. generative AI)
You must be legally authorized to work in the U.S. and will not require immigration sponsorship for visa status now or in the future (e.g. H1-B, L-1, TN, etc). If you are currently on CPT/OPT, you are ineligible due to the need for future immigration sponsorship

Job Responsibility

Trade and Position Review: Facilitate the timely and accurate booking of trades and resulting positions
Cash Management: Monitor cash balances and ensure that all cash transactions are processed accurately and in a timely manner
Reconciliation: Reconcile portfolio data against custodian and asset manager statements and resolve any discrepancies in a timely manner
Reporting: Generate reports to provide insight into investment performance, accounting, compliance and risk management
Process Improvement: Identify opportunities to improve operational processes and procedures to increase efficiency and reduce risk
Relationship Management: Building strong relationships internally and with asset managers is critical to the success of this role
Documentation and Reporting: Support the documentation of data governance processes and create reports to track progress on data quality initiatives and issue resolution
Data Governance Design and Maintenance: Assist in the design and ongoing maintenance of data governance frameworks
Data Quality Assurance: Participate in monitoring and evaluating data quality
Issue Resolution: Collaborate with business partners to address existing data issues

What we offer

a choice of comprehensive medical, dental and vision plan options
health savings account
tuition reimbursement
student loan retirement plan
annual paid leave
an outstanding 401(k) company match
life insurance
onsite health center
child development center
fitness facility

Fulltime

Analyst - Investment Accounting

Asana Partners is a real estate investment firm creating value in vibrant neighb...

Location

United States , Charlotte

Salary:

Not provided

Asana Partners

Expiration Date

Until further notice

Requirements

Basic understanding of GAAP (fair value accounting preferred)
Passion for real estate is a must
Excellence in Excel, Word, and PowerPoint
Acute attention to detail and passion for quality
Ability to meet and manage critical deadlines and to work independently
Interested in process improvement and documentation

Job Responsibility

Approve property operations workflow to facilitate payment of invoices and ensure accurate general ledger coding
Perform monthly bank reconciliations and gain exposure to technical transactions
Ensure timely and accurate monthly accruals for a portfolio of investments and perform related financial analysis, including balance sheet classification
Partner with lease administration team to ensure property lease set up and assist with budget to actual variance commentary on rental income
Partner with the Asset Management and Property Management teams to review accounts receivable detail and to ensure all income is billed in accordance with lease terms along with gaining exposure to percentage rent, and annual reconciliations of recovery items
Partner with the Investment Accounting leadership team and Asset Management team members on the budgeting and reforecasting process for all properties

Investment Banking Analyst

Investment Banking Analyst role assisting clients in navigating capital markets ...

Location

Netherlands , Amsterdam

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Currently in final year of university studies or a recent graduate
Expected to achieve or have achieved a 2:1 (or equivalent academic standing) at undergraduate level
Bachelor's/University degree in Finance or closely related areas of Business Administration required
Fluency in both English and Dutch essential
Strong verbal and written communication skills in both languages
Strong demonstrable interest in business and the broader financial industry
Record of strong academic achievement

Job Responsibility

Collaborate closely with senior Corporate & Investment Bank officers and experienced professionals
Organize and rigorously analyse sophisticated financial data
Prepare written recommendations, comprehensive valuation materials, and statistical exhibits for pitch presentations
Conduct economic and financial research
Evaluate company's financial performance against industry and market trends
Construct and maintain complex financial models for valuation purposes
Assess and mitigate risk in all business decisions
Drive compliance with applicable laws, rules, and regulations

Fulltime

Investment Banking Analyst

Full-time Analyst position in Investment Banking team providing advisory service...

Location

France , Paris

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Expected to achieve or have achieved an upper second-class honors degree (2:1) or equivalent at the undergraduate level in any discipline
For graduates from a French university, a grade of 13 or above is required
Interest in business and prior relevant work experience in investment banking
Strong commitment to personal growth and career development
Keen desire to learn
Demonstrated success in team environments
Intellectual curiosity and proactive approach to seeking out new and creative ideas
Excellent communication, planning, and organizational skills
Desire to develop a deep understanding of the financial industry
Unquestioning commitment to integrity and ethical decision-making

Job Responsibility

Collaborating with senior Corporate & Investment Bank officers and professionals
Participating in specific client transactions, projects, or assignments
Organizing and analysing sophisticated financial data used in client proposals
Preparing written recommendations, valuation materials, and statistical exhibits for pitches and live deals
Conducting economic and financial research
Evaluating company's financial performance relative to overall industry and market trends
Building complex financial models for valuation purposes
Assessing risk in business decision-making
Driving compliance with applicable laws, rules, and regulations

What we offer

Comprehensive training program
Intensive four-week training program
On-the-job experience
Internal mobility opportunities
Professional development

Fulltime

Investment Banking Analyst

The Investment Banking Analyst is responsible for providing strategic advisory s...

Location

Sweden , Stockholm

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

1-2 years of relevant experience
Consistently demonstrates clear and concise written and verbal communication skills
Ability to work under pressure in a rapidly changing environment to meet deadlines
Experience creating financial analysis
Fluent in at least one Nordic language and English
Bachelor's degree/University degree or equivalent experience preferred

Job Responsibility

Work with senior Banking officers and professionals and assist senior bankers in particular client transactions projects or assignments as part of the junior member of the Investment Banking team
Responsible for organizing and analysing sophisticated financial data used in client proposals and strategic plans
Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals
Conduct economic/financial research
Evaluate company's financial performance compared to overall industry and market trends
Build complex financial models for valuation purposes
Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets

Fulltime

Investment Operations Analyst

This role covers end-to-end responsibilities in the operational trade lifecycle,...

Location

United States , Minneapolis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

0–3 years of experience in financial operations or a related role within financial services or a trading firm
Bachelor’s degree in Finance, Accounting, or a related field
Advanced proficiency in Microsoft Excel
VBA knowledge is a plus
Prior experience with structured securities products is advantageous
Strong written and verbal communication skills, with an ability to manage competing priorities effectively
Highly collaborative mindset with strong interpersonal skills and the ability to thrive under pressure

Job Responsibility

Ensure accuracy in daily investment operational tasks, including reporting, trade settlements, and resolving trade breaks or fails
Provide trade confirmation for structured security product trades and associated derivatives
Conduct cash reconciliation, including handling lifecycle events such as monthly P& I payments
Collaborate with internal and external stakeholders, including brokers, treasury, accounting, and traders, to resolve issues proactively
Perform weekly and monthly reconciliations of investment positions and activity across holdings while investigating and resolving discrepancies
Support ad-hoc analysis and assist in process improvement initiatives

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Investment Data Analyst

Partner with clients to integrate and analyse multi-asset class portfolios, perf...

Location

United Kingdom , Edinburgh

Salary:

Not provided

Addepar

Expiration Date

Until further notice

Requirements

Minimum of 2+ years’ experience working in technology, finance, or consulting
Strong understanding of a wide range of financial instruments, including equities, fixed income, derivatives, and alternative investments
Hands-on experience working with complex investment datasets, including multi-asset class portfolios, performance data, and market data from various sources
Solutions-oriented mindset and passion for problem-solving
Excellent communication, organisational, and time-management skills
Strong work ethic
proactive and a high-contributing team-mate
Highly organised with great attention to detail, driven to make processes more efficient
Independent, adaptable, and able to thrive in a fast-paced environment
Strong proficiency with Excel (pivot tables, lookups, nested formulas, data cleaning/validation)

Job Responsibility

Translate unique client requirements into flexible and scalable investment data solutions
Lead data conversion projects to integrate historical portfolio data from legacy systems into Addepar
Work directly with complex investment datasets, including multi-asset class portfolios, performance data, and market data from various sources
Advise clients on investment data workflows, ensuring accuracy, consistency, and scalability
Collaborate closely with other Data Solutions Consultants on technical implementations to ensure smooth onboarding and delivery
Identify and drive opportunities to improve processes, tools, and data quality standards
Communicate proactively and professionally with clients and internal stakeholders

Investment Analyst

Beacon Hill

Location:
United States , Boston

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 04, 2026

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Investment Analyst

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Location:United States , Boston

Category:Finance

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:March 04, 2026

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Location:
United States , Boston

Category:
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Contract Type:
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Job Posted:
March 04, 2026