Research Analyst

Company Description 1620 Investment Advisors, Inc. is an independent registered investment advisor located in Plymouth, MA with approximately $230 million in AUM and over 25 years of providing investment and wealth management services nationwide to individuals, families, small businesses, and nonprofits. We pride ourselves on delivering high-touch client service, independent advice, and institutional quality portfolio management with a small business feel.

Role Description 1620 Investment Advisors is looking to add an experienced analyst to its investment team. The investment team collaborates to manage multi-asset portfolios comprised of individual securities, ETFs, and mutual funds. The candidate should have direct equity research experience and will contribute to the security selection and portfolio construction of 1620’s in-house, multi-cap equity strategies. The candidate should be comfortable working within a quantitative framework that blends factor-based analysis with a qualitative, fundamental overlay. Experience analyzing the healthcare sector, working within the healthcare industry, or having an academic background in Life Sciences would be preferred. The analyst will cover two or three sectors and be responsible for generating new investment ideas as well as monitoring existing holdings. The analyst will be expected to also contribute to the overall, multi-asset portfolio construction framework and assist in the investment team’s analysis of fixed income securities and alternative investment vehicles when applicable. The candidate should be a self-starter with an interest in a multi-faceted role that includes not only investment research but direct, client facing responsibilities as well. The candidate should have interest in a path to a portfolio manager role that would include client acquisition and management fee revenue share opportunities. A working knowledge of the following investment tools would be preferred: FactSet, Morningstar, Zacks Investment Research, Bloomberg. If you are somebody looking to grow in a collaborative environment with lofty long-term goals that extend beyond research and into portfolio management, this could be the job for you.

Responsibilities

• Conduct quantitative and fundamental research as the lead analyst on 2-3 primary sectors
• Contribute to the portfolio construction process across multiple asset classes
• Participate in client investment meetings and presentations communicating market trends, investment performance, and economic information
• Assist in the due diligence of alternative and traditional investment vehicles when needed
• Collaborate on asset allocation strategies aligning client risk/return with goals and time horizon

Qualifications

• Strong analytical skills and quantitative capabilities to interpret financial data, evaluate risk/return profiles, and support investment decisions.
• 3+ years of equity research experience.
• Effective communication skills, with the ability to produce concise analysis and present findings clearly to internal stakeholders and clients
• Bachelor’s degree in Finance, Economics, Mathematics, Statistics, or a related field; advanced degree or progress toward CFA or CFP.
• Proficiency with Excel and financial analysis tools; familiarity with market data platforms (e.g., Bloomberg, FactSet, Morningstar) is preferred.
• Strong attention to detail, high level of integrity, and ability to manage multiple projects in a fast-paced, team-oriented environment.