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FM

Junior Investment Analyst in Boston

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What they do

An Investment or Portfolio Analyst advises individuals and companies about investments. Typically works with a collection of investments called a portfolio, though can also advise clients about individual investments. Studies trends that impact investments and writes reports regarding economic and business changes and activities that affect the value of investments. Can also be involved in the selling of investments, such as stocks. Works mainly in investment firms, though can also be employed in lending institutions, corporate finance departments, banks or insurance companies.

$100,231 / year median in Massachusetts

-2% projected decline

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Job Description

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Job Ref:

3166774838

Employer:
Network Company Name:
FM Industry:
Banking Job Type:
Full Time State:
Massachusetts City:
Boston Zip Code:

02111

Post Date:

09/02/2026 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. They work with FM to better understand the hazards that can impact their business continuity to make cost-effective risk management decisions, combining property loss prevention with insurance protection.

Summary:

FM Investments Management (FMIM) is seeking an Analyst - Private Equity to support its growing private equity and private markets investment platform. The role will focus on evaluating direct and co investment opportunities across a broad range of sectors, working closely with senior investment professionals throughout the investment lifecycle. Responsibilities include opportunity screening, due diligence execution, and preparation of senior leadership investment meeting materials and memos. The Analyst will play a critical role in building and reviewing detailed financial models for prospective investments, assessing value drivers, downside risks, and return sensitivities. In addition, the role will support portfolio construction, risk analysis, and ongoing performance monitoring, contributing to the development of investment views that are aligned with FM's long term capital objectives and disciplined risk framework. Schedule & Location This position is an exempt, full-time office-based position in Boston, MA. Key Responsibilities Screen new investment opportunities. Research specific investment themes. Stay up to date with private equity market trends. Evaluate private equity co investments and direct opportunities across buyout, growth, and special situations strategies. Perform investment due diligence, prepare investment memos and recommendations. Perform valuation analysis using financial statements and projections and comparable performance of companies. Track and monitor investments in portfolio including quarterly results, valuation movements, and KPI tracking. Analyze portfolio and prepare financial models. Perform GP due diligence, including track record analysis, attribution of returns, and qualitative assessment of teams and processes

Qualifications:

Required Work Experience and Required Skills 1-3 years of experience preferably in Private Equity firms, Investment Banking, Asset Management firms or other entities in the financial sector. Demonstrable analytical and problem-solving skills, critical thinking and high attention to detail. Proven ability to successfully multi-task with strong attention to detail. Strong judgment and critical thinking skills, with the ability to articulate and present points of view and ideas effectively Proficiency in Microsoft Office package (mainly Excel and PowerPoint). Strong background in financial modeling and valuation; advanced Excel skills required. Experience evaluating private equity funds and/or co investments preferred. Required Education Bachelor's degree in Finance, Economics, Accounting, or related field. FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.