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Investment Analyst

Boston, Massachusetts, United States

Investment Analyst, Weiss Asset Management LP, Boston, MA (in-person) 

Responsible for analyzing investment opportunities with a focus on mergers and acquisitions including researching new investment strategies and interpreting and analyzing complex financial data. Specific duties include the following: 

  • Performing economic and financial analysis of companies involved in M&A activities utilizing complex statistical and mathematical techniques and modeling, including analyzing complex financial documents and analyst reports, and assessing the probability and timing of potential mergers. 
  • Researching and developing analytical tools to assess potential M&A opportunities through the use of financial statistical software to build models predicting the likelihood, timing and probability of mergers and acquisitions. 
  • Employing advanced statistical, financial and numerical techniques to develop tools for evaluating M&A scenarios. 
  • Developing and maintaining relationships with counterparties to identify new M&A investment opportunities. 
  • Utilizing advanced statistical analytics to support the trading of securities to implement firm-wide M&A strategies, as well as financial strategy development. 
  • Utilizing advanced simulation modeling techniques to develop investment theses related to M&A activities. 
  • Applying econometric time series statistical techniques to forecast economic trends impacting M&A activities. 
  • Developing and validating detailed financial models, including running downside scenarios and reviewing financial projections. 
  • Clearly identifying and communicating the investment advantages and risk scenarios for each investment. 
  • Perform rigorous analysis on financial covenants and corporate structures incorporating analysis of credit indentures and ratings agency reports. 

 

Requirements: 

Position requires a bachelor’s degree (or an equivalent foreign degree) in Finance, Mathematics, Statistics or a closely related field and experience (which can include experience gained through academic course work, academic research projects and internships) with the following: 

  • Financial modeling techniques including discounted cash flow analysis, macroeconomic forecasting, and corporate finance valuation methods; 
  • Probability theory, statistical inference, linear regression, and stochastic processes applied to statistical models of investment; 
  • M&A probability and timing tools using statistical software including Python and R, as well as econometric techniques for forecasting; and 
  • Derivatives pricing and hedging strategies applied to equity and equity-linked securities in connection with investment strategies using Monte Carlo simulation and Black-Scholes option pricing models. 

 

Position requires 5-10% domestic and international travel by air.   

This is a full-time position requiring 5 days per week at the company's office in Boston, MA.  

 

Salary is $135,000 to $200,000 per year for a 40-hour work week.  

 

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