BOSTON, MAPosted 24 days ago

Job summary

• Job post source

  This job is directly from Landing Point

• Job overview

  The Investment Analyst role at Landing Point involves leveraging 5 to 10 years of public market investment experience to manage dividend-focused equity and fixed income portfolios, contributing to the firm's multi-family office investment strategies.

• Responsibilities and impact

  The analyst will conduct fundamental and quantitative analysis, manage portfolio trading and rebalancing, generate performance reports, develop financial models, collaborate with external managers, prepare investment communications, engage with clients, assist in due diligence, and stay updated on market trends.

• Experience and skills

  Candidates must hold a CFA charter, have 5 to 10 years of public market investment experience, expertise in dividend equity and fixed income portfolios, strong trading and risk management skills, proficiency in performance analytics, excellent communication, and familiarity with portfolio systems like Bloomberg or FactSet is preferred.

• Work environment and culture

  The role requires working 5 days in the office, indicating a structured in-person work environment with a small team setting emphasizing integrity and collaboration.

• Company information

  Landing Point is a multi-family office investment firm focusing on public markets with expertise in dividend and fixed income strategies.

• Team overview

  The candidate will join a small team environment where independent and collaborative work is valued.

• Job location and travel

  The position requires working 5 days per week in the office, implying a fixed office location without remote work options.

• Unique job features

  The role involves sophisticated performance analytics, client-facing communication, and working within a multi-family office setting, distinguishing it from typical investment analyst roles.

Company overview

Landing Point is an executive search and consulting firm based in New York City, specializing in the recruitment of professionals in Accounting & Finance, Financial Services, and Corporate Services. The company provides both permanent and temporary staffing solutions, as well as project-based consulting services. Founded in 2015, Landing Point operates from its headquarters at 140 E. 45th Street, New York, and has an estimated annual revenue of less than $1 million. The firm is privately held and focuses on delivering tailored recruitment services to meet the specific needs of its clients.

How to land this job

• Position your resume to highlight your CFA designation prominently along with 5 to 10 years of public market investment experience, focusing on dividend-focused equity strategies and fixed income expertise to match Landing Point's requirements.

• Emphasize your skills in portfolio management, trading execution, account rebalancing, and sophisticated performance analytics like IRR, beta, alpha, and standard deviation calculations, as these are key responsibilities for the role.

• Apply through multiple channels including Landing Point's corporate careers page, LinkedIn job postings, and reputable finance-specific job boards to maximize your application visibility.

• Connect with current Investment Analysts or portfolio managers at Landing Point on LinkedIn; use ice breakers such as commenting on recent market trends, asking about their experience with dividend-focused strategies, or inquiring how the team navigates current economic conditions.

• Optimize your resume for ATS by incorporating exact keywords from the job description such as 'CFA charterholder,' 'portfolio rebalancing,' 'dividend-focused equity,' 'IRR,' 'performance measurement,' and names of relevant tools like Bloomberg or FactSet.

• Leverage Jennie Johnson's Power Apply feature to automate tailored applications across multiple platforms, identify and engage with relevant Landing Point contacts on LinkedIn, and ensure your resume is ATS-friendly, allowing you to focus your energy on interview preparation and networking.