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Proficio Capital Partners, LLC · 3 months ago

Junior Research Analyst

Boston, MA

Full-time

Onsite

Entry Level

1+ years exp

Proficio Capital Partners is a multi-family office located in Newton, Massachusetts, specializing in bespoke financial portfolios for ultra high net worth families and institutions. The Research Analyst will support the investment committee and portfolio managers by conducting macroeconomic and market research, analyzing financial data, and preparing reports to inform investment decisions.

Financial ServicesProfessional ServicesWealth Management

Responsibilities

Conduct thorough market research and financial analysis to support investment decisions

Gather, interpret, and synthesize data to produce actionable insights

Perform statistical analysis to evaluate investment opportunities and risks

Prepare clear and compelling presentations and periodic updates for the Investment Committee and investors

Understand, maintain, and improve the data infrastructure supporting the firm’s investment process and portfolio management

Build and enhance quantitative tools to support portfolio construction and investment research

Identify and resolve dataflow inconsistencies to increase firm efficiency

Monitor and measure third-party investments, providing regular updates to stakeholders

Assist Senior Research Analysts in collecting, managing, and analyzing research data and originating investment ideas across asset classes and product types

Collaborate with the investment team to develop and refine investment strategies

Qualification

Financial analysisPortfolio TheoryMicrosoft ExcelPythonBloombergQuantitative analysisInvestment strategiesAI toolsCFA designationVerbal communicationWritten communicationTeam collaboration

Required

Bachelor's degree in Finance, Economics, or a related field

1–3 years of experience in financial markets or a related field, with a top-percentile undergraduate GPA

Strong understanding of multiple asset classes and investment types in both public and private markets

Demonstrated interest as well as ability to originate and pitch innovative investment ideas to an investment committee

Knowledge of Portfolio Theory and asset allocation principles

Proficiency in Microsoft Excel, PowerPoint, Python, AI tools, and Bloomberg

Strong quantitative and qualitative analytical skills

Excellent written and verbal communication skills

Ability to work independently and collaboratively within a team environment

Preferred

CFA designation (or progress toward CFA) is highly desirable

Company

Proficio Capital Partners, LLC

Proficio Capital Partners is a multi-family office located in Newton, Massachusetts founded in 2014.

Founded in 2014

Newton, Massachusetts, USA

11-50 employees

http://proficiocap.com/

Funding

Current Stage

Early Stage

Leadership Team

Matthew Wosk

CEO/Partner

Justin Sussman

COO/Partner

Recent News

Investing.com

Bitwise and Proficio Capital Partners ETF targets gold, metals, bitcoin as alternative to currencies

2026-01-23

Decrypt

Bitwise's 'Debasement' ETF Pairs Bitcoin and Gold as a Hedge Against Your Depreciating Dollars

2026-01-23

PR Newswire

Bitwise Launches BPRO, the Bitwise Proficio Currency Debasement ETF, Combining Exposure to Bitcoin, Gold, Miners, & Precious Metals; Actively Managed With Expertise of Proficio Capital Partners

2026-01-22

Company data provided by crunchbase