Associate Investment Analyst, Equities
FM - Boston, MA
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Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners. These owners, who share the belief that the majority of property loss is preventable, represent many of the worldu2019s largest organizations, including one of every four Fortune 500 companies. They work with FM to better understand the hazards that can impact their business continuity to make cost-effective risk management decisions, combining property loss prevention with insurance protection. Summary This role supports senior investment professionals by assisting with fundamental and/or quantitative research to help generate investment returns that exceed established benchmarks. The position will sit within the Equities. A small portion of the role will involve adu2011hoc projects, where the individual will collaborate with members of the investment team and the Chief Investment Officer (CIO). Schedule & Location This is a full-time office-based position in Boston, MA (Financial District). Travel Requirements Domestic Travel may be required, up to ~10% annually. Responsibilities + Support senior investment team members with qualitative and quantitative analysis of investment opportunities + Assist with research related to existing and potential portfolio holdings, including: + Macroeconomic conditions + Industry and market trends + Companyu2011specific factors such as financial results, management, strategy, and competitive positioning + Help develop analysis and recommendations that consider: + Relevant risk factors + Financial modeling and evaluation + Relative attractiveness versus other investment options + Potential impact on current or proposed portfolio positioning + Contribute to adu2011hoc projects as needed to support business priorities + Clearly and effectively communicate findings and recommendations through: + Written summaries and analysis + Verbal discussion during team meetings + Attend industry conferences and meetings to build knowledge and broaden investment perspective Qualifications Required Education + Bacheloru2019s degree Highly Preferred Education + Masteru2019s degree + CFA (Chartered Financial Analyst) Required Work Experience + 1+ year of relevant experience in investments, equities in particular Highly Preferred Work Experience + 3+ years of relevant experience in investments, equities in particular Required Skills + Strong skills in Microsoft Excel, financial modeling, and programming + Foundational knowledge of accounting, economics, and financial markets, with exposure to one or more asset classes + Strong written and verbal communication skills, with the ability to collaborate effectively in a team environment + Intellectual curiosity and selfu2011motivation, with an interest in working in a fastu2011paced, competitive industry + Experience with Bloomberg, FactSet, or similar investment research systems + Ability to apply both qualitative and quantitative thinking to evaluate risk and return, even when information is incomplete Highly Preferred Skills + Previous experienced covering the Tech sector (semiconductors, software, hardware, etc.) in a buys side role + Ability to distill industry dynamics and current emerging trends in the Tech sector The final job title, grade, and salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FMu2019s comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more. FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.
Created: 2026-05-11