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Type of Role: Investments

Experience Level: Analyst/Associate

Location: Boston, Massachusetts

Salary: $140K - $186K

IR+M was founded in 1987 by father and son John and Jack Sommers, who had a singular vision for our firm – to be extraordinary. Their definition of success included strong, consistent investment performance, but also best-in-class client service, an unrivaled corporate culture, and genuine connections to our community. Their vision is our guiding light. $96 billion AUM. Details below.

Job Description

The Investment Team seeks an individual to join as a research analyst focused on securitized products with dedicated sector coverage. The team currently manages approximately $20 billion in Securitized assets. The research analyst will work closely with the broader securitized team including traders and portfolio managers on recommending securitized investment opportunities for our full suite of products and portfolios.

Summary of essential job functions

  • Provide dedicated coverage in specific asset class of the ABS sector with ability to expand over time
  • Assist and work closely with securitized research analysts and provide support to senior securitized research analysts through new issue reviews, issuer due diligence meetings, surveillance reports and presentations
  • Vet new securitized investment ideas alongside senior research analysts and the director of securitized research
  • Identify securitized investment opportunities via new issue and secondary markets with goal of keeping portfolios fully invested in our best ideas
  • Model cashflow scenarios at the deal level using Bloomberg and other third-party, cashflow modeling software and/or proprietary excel spreadsheets
  • Maintain and create content for IR+M’s Research Management System (RMS) to ensure bond and deal-level opinions are up to date in a timely manner

Key Competencies

  • 7-10 years of financial industry experience with 3-5 years in a securitized research capacity
  • Strong presentation skills for both internal and external audiences
  • Flexibility to juggle multiple priorities and projects for different end users
  • Ability to work and communicate with other areas of the Firm
  • Critical thinker and proactive problem solver
  • Strong communication skills both written and verbal
  • Enjoys working collaboratively
  • Self-starter – ability to be productive and suggest logical solutions
  • Strong organization skills and attention to detail
  • Intex, Bloomberg and/or SQL skills a plus

Education Requirement

  • Bachelor’s degree required
  • CFA (Chartered Financial Analyst), CAA (Chartered Asset Allocator), MBA or willingness to work towards

Base Salary Range

  • $140,000- $185,000

Annual Performance Bonus

  • This role is eligible for an annual performance-based bonus.

 

Location

 

  • Boston, MA
  • Ability to regularly work in office Monday – Thursday