Investments Rotational Program – Institutional Investment

Job Description

Investments Rotational Program Analyst | FM

The Tone:
This is a full-time role at FM, located in Boston, MA. 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 world’s largest organizations, including one of every four Fortune 500 companies. This role provides early-career individuals with the opportunity to develop their skills, knowledge, and experience in institutional investment management through an immersive two-year program with FM’s world-class dedicated investment team.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Boston, MA

• Team: FM Investment Management (FMIM) is responsible for the investment and professional management of over twenty-five billion dollars in general account assets.
• Mission: Develop broad and rigorous early-career experience in institutional investing within a dedicated investment team.
• Tech Stack: Microsoft Excel, Microsoft Office

What You’ll Actually Do
• Research: Research markets and investment strategies to develop actionable insights for the team.
• Market Analysis: Conduct market and industry research, covering current and developing sector trends.
• Investment Support: Support the sourcing, analysis, due diligence, and onboarding processes for investment strategies.
• Performance Analytics: Develop analytics to monitor investment performance and conduct portfolio and risk analytics.
• Operational Support: Provide operational, compliance, reconciliation, documentation, and reporting support with a focus on accuracy and efficiency.

The Must-Haves
• Background: Bachelor’s degree in a field relevant to economics, investments, accounting, finance, data science, quantitative methods, or statistics.
• Experience: At least one year of institutional investment management or related work experience, with relevant internships considered.
• Skills: Exceptional research and analytical abilities; Strong quantitative skills, including Microsoft Excel and financial modeling; Clear communication, presentation, and collaboration abilities.
• Bonus: Progress towards CFA or CAIA certification; Familiarity with Bloomberg, FactSet, or similar analytical platforms.