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Company Background Battery Global Advisors is a Boston-based boutique wealth and investment management firm that works with select ultra-high net worth families in the US and Israel. Our clients consist of venture capitalists, private equity investors, entrepreneurs, and other sophisticated families. We advise our clients on a range of topics, including asset allocation, security selection, and income and estate tax planning. With 40 professionals and $4bn in assets under advisory, we are growing quickly while maintaining the flexibility of a small firm environment. We offer a competitive compensation and benefits package to match a candidate’s experience level.

Position Description The Investment Analyst is an integral part of the firm’s Investment Team, supporting all aspects of the investment process. The primary responsibilities of the Investment Analysts are to monitor the firm’s existing investment offerings and support due diligence on prospective investments. Investment Analysts are involved with the firm’s asset allocation research and portfolio implementation strategy. The Investment Analyst will be responsible for attending investment manager meetings, reviewing and analyzing fund performance, and producing timely research notes accurately summarizing their conclusions.

In addition to investment-related responsibilities, the Investment Analyst will work as part of multiple client teams supporting clients’ specific investment objectives. They will be required to complete ad hoc investment research projects as well as assist client advisors with portfolio management. They will be responsible for reviewing and creating materials for client meetings.

The ideal candidate will possess a high degree of competency in both quantitative and qualitative skillsets as they are expected to perform in-depth analysis of existing and prospective investments using our internal modeling. They will also possess strong writing skills to be able to concisely describe and relay market conditions and investment performance to clients and the Investment Team. Above all, we are looking for a highly motivated candidate who is passionate about capital markets and client service.

Candidate Requirements Undergraduate degree in finance-related or quantitatively-oriented field Strong technology skills including Excel and PowerPoint; Bloomberg skills a plus Excellent oral and written communication skills, credible presentation skills Intellectual curiosity, and an innate desire to continuously improve processes and systems Significant attention to detail, and insistence on self-checking all work CFA candidate a plus Applicants must be authorized to work permanently in the United States.

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