Top Tech Jobs & Startup Jobs in Boston, MA

Supports sales, client service, and investment teams through portfolio analysis, performance evaluation, asset allocation reporting, and data accuracy management. Uses FactSet, Morningstar, Bloomberg, and related tools to classify holdings, prepare analytical reports, support RFPs and marketing materials, assist with GIPS verification, resolve stakeholder inquiries, and contribute to data automation and special projects.

Conduct fundamental equity research on U.S. small- and mid-cap Industrials companies, analyzing financial statements, industry dynamics, management quality, valuation, and long-term growth. Identify and present investment opportunities to portfolio managers and the equity team, communicate portfolio decisions to clients and consultants, and support client presentations. Requires extensive buy-side research experience, strong analytical and communication skills, and proficiency with Excel, FactSet, Bloomberg, and AI tools.

Develops and maintains print and digital marketing content for institutional, advisory, and private wealth audiences. Creates factsheets, presentations, brochures, sales materials, investment graphics, and web and email content. Manages content through Seismic, supports quarterly updates, maintains brand assets, and partners with Compliance to meet regulations. Requires strong design, writing, project management, financial communications, and marketing technology skills.

Lead development of a centralized investment risk function covering Equity and Fixed Income. Monitor and report portfolio exposures, perform risk attribution, factor and scenario analysis, and stress testing. Build governance, risk frameworks, dashboards, and reporting; work in analytics platforms (FactSet, Axioma, Bloomberg). Partner with investment teams, Product, Legal & Compliance, IT, and senior leadership to improve risk data, controls, and reporting and support due diligence and committee oversight.

Support positioning, development, and rationalization of investment products across Institutional, Advisory, and Private Wealth channels. Conduct market research, define product strategy, collaborate with Investments, Sales, Marketing and other teams, develop marketing materials, analyze product economics, and incorporate client/sales feedback into product enhancements and launches.

Develop and maintain Microsoft-stack applications using .NET, C#, ASP.NET, JavaScript, SQL Server, and Azure. Administer and customize Dynamics 365 CRM, build enterprise integrations, create Power Platform solutions, and support CRM upgrades and migrations. Collaborate with business and IT stakeholders, document technical solutions, manage work through Jira and Confluence, and use AI-assisted development tools to improve productivity. The role requires hybrid work in the Boston office four days weekly.

Support taxable fixed-income team with fundamental corporate credit research, financial modeling, relative-value analysis, and ongoing issuer surveillance. Prepare investment recommendations, evaluate new bond issues, monitor sectors, and assist senior analysts and portfolio managers. Grow toward independent coverage and deeper industry expertise over time.

This is a talent pool application for candidates interested in opportunities at GW&K Investment Management without a specific role in mind.