O.F.O. Partners is shorthand for “Our Family Office”. We are a Boston-based wealth management firm helping entrepreneurs and their families to capture the full potential of their financial success. We integrate investment counsel, financial administration, and planning. Together, we deliver superior outcomes and simplify everything for our client families.

Job Title
Investment Analyst

Position
We seek an investment analyst to join our growing business. In this role, the individual will support the Firm’s investment strategy, portfolio optimization, and trading activity. Responsibilities include manager and asset-level diligence, portfolio rebalancing, tax optimization, performance and risk reporting, as well as special projects for O.F.O.’s entrepreneurial families. The role of Investment Analyst includes working directly with clients.

Qualifications

· Organized and curious

· Analytical and attentive to detail

· Experienced and trained in financial markets

· Comfortable with analytical methods and systems

· Effective at communicating verbally and electronically

· Independent and comfortable with self-directed discovery

· Motivated by making processes more efficient and effective

Other

Some flexibility to work remotely

Quincy, MA headquarters

contact info@ofopartners.com

617–829–8800