Job Summary

Investment Analyst

  • Location:
    Boston, Massachusetts
  • Job reference:
  • Category:
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Modis has a well known Boston area client looking for an Investment Analyst will be responsible for providing operational support to all departments relating to the investment process. This is a great opportunity to join a dynamic learning environment. The role has daily interface responsibilities with external brokerage and custodian bank community as well as internal portfolio management and trading teams. In addition, the role can have regular interaction with Compliance, Legal, Risk and Senior management levels.
Job Responsibilities:

  • Work closely with Portfolio Managers and Traders to assist and support investment decisions and strategies.
  • Trade confirmation and settlement support for International Equity, Fixed Income, and Derivative securities.
  • Provide support to International trading desks located in US, Canada, UK, & Asia
  • Perform a review of daily cash balances and investigate any discrepancies.
  • Liaise between Brokers and Custodian banks to support trade settlements.
  • Will have experience with corporate actions, new fund launches, international trading markets, position and cash reconciliations


  • 3-5 years of experience in financial services
  • Experience with middle office investment operations management
  • Possess strong knowledge of all security types including derivatives, forward currencies, and complex securities
  • The individual must be organized, professional, and demonstrate the ability to work independently with minimal supervision
  • General knowledge of finance, portfolio accounting systems and general applications is required. Bloomberg OMS experience is a plus
  • Ability to operate within a high volume, fast paced, complex environment under tight deadlines


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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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