Investment Analyst

Zevin Asset Management is a boutique Boston-​based firm spe­cial­iz­ing in global sustainable investment management for high net worth individuals and insti­tu­tions seeking competitive financial returns for their portfolios, in addition to striving to create positive social and environmental outcomes. The firm’s investment approach incorporates prudent risk management and analysis of global business cycles to meet and exceed clients’ portfolio growth goals.

The firm is expanding its investment team and is seeking an additional Investment Analyst to research and analyze domestic and international public equity and fixed income opportunities. This position is Boston-based. Please note that we have a requirement that all staff are fully vaccinated against the coronavirus.

The Analyst will identify, research, and analyze indi­vid­ual secu­ri­ties for client accounts, build financial models and provide recommendations for buying and selling securities to the Investment Committee. The Analyst will be expected to actively par­tic­i­pate in Invest­ment Com­mit­tee meet­ings which consists of portfolio managers, investment analysts, ESG professionals and econometricians. The committee is responsible for everything from modeling the firm’s macro-economic business cycle outlook, to decisions about buying and selling securities. An in-depth understanding of large-cap equity investing, self-direction and prioritization, as well as the ability to perform financial modeling and forecasting, are critical to this role. The successful candidate will be expected to demonstrate independent, creative, and strategic thinking on investment issues, including those pertaining to ESG.

The successful candidate will have institutional fundamental equity analysis experience following a thoughtful investment process that delivered portfolio alpha. Idea generation, modeling company financials, conducting industry analysis from both primary and secondary sources, and assessing the competitive advantages of a business are key to this role. She or he should have the ability to analyze a company, arrive at a fair valuation for the business using our proprietary template, and make stock recommendations with conviction. Experience analyzing equities in international markets is preferred.

The posi­tion calls for a mature, ana­lyt­i­cal, and trust­wor­thy indi­vid­ual with strong equity research, analysis, and com­mu­ni­ca­tion skills, including:

• Experience with applying envi­ron­men­tal, social, and governance considerations to an investment process.
• Com­fort with an invest­ment method­ol­ogy that incorporates macro analysis.
• Superior understanding of and aptitude with securities analysis, valuation methods, qualitative and quantitative research techniques.
• Excellent verbal, written and interpersonal skills.
• Wide ranging curiosity.
• A min­i­mum of 7-10 years’ expe­ri­ence analyzing securities.

A bachelor’s degree in mathematics, finance, accounting, economics or related field is highly relevant.  A CFA designation and/or MBA is preferred. The successful candidate will be a self-starter and a proactive, dynamic contributor, and will be excited about joining an energetic and motivated team in a vibrant, challenging and entrepreneurial workplace. Finally, she/he will have the highest level of professionalism, and ethical behavior.  

The firm offers a com­pen­sa­tion pro­gram that includes base salary, annual bonus, and equity par­tic­i­pa­tion in the busi­ness. Addi­tion­ally, the firm pro­vides fully paid health insur­ance, a 401k plan, full com­pen­sa­tion for pub­lic trans­porta­tion com­mut­ing, and generous paid time-off, including for volunteering.

To apply, please contact careers@zevin.com with a cover letter and resume. Please note that this position is in Boston, and we are unable to consider remote workers or those needing work visas. Zevin Asset Management, LLC is committed to providing equal employment opportunities to all persons regardless of race, color, class, age, religion, disability that can be accommodated, marital status, ancestry, nationality, family status, gender identity or expression, or sexual orientation. We strongly encourage and seek applications from women, people of color, including bilingual and bicultural individuals, as well as members of the LGBTQ+ communities.