Hybrid Investment Associate II: Portfolio & Trading

Eastern Bank; Boston (MA); Hybrid; USD 65,000 - 100,000; Full time

Benefits offered by this job

Total Rewards program

Retirement plan

Tuition reimbursement

Job summary

Eastern Bank in Boston, MA seeks an Investment Operations Support professional to join the Wealth Management team. You will monitor client portfolios, assist in trading decisions, and coordinate with Relationship Managers and Wealth Advisors to ensure adherence to investment objectives.

The role emphasizes data analytics, research support, and preparation of investment materials for internal committees, with a focus on accuracy and client service.

Qualifications

• Bachelor's degree required.
• CFA preferred; MBA advantageous.
• At least 1 year of experience in trading or portfolio management is highly preferred.

Responsibilities

• Assist Client PMs and Central Trading Group with monitoring, trading and portfolio management.
• Monitor client accounts for adherence to investment strategy; model trades; tax management.
• Coordinate with Relationship Managers, Wealth Advisors and Client Portfolio Managers.
• Support investment operations; perform research, data analytics and client service.
• Prepare investment presentations for internal investment committee meetings.
• Update investment marketing and presentation materials for internal and external use.
• Participate in periodic meetings with clients alongside a relationship manager.

Education

Bachelor's degree

CFA (preferred)

MBA advantageous

Tools

Bloomberg

Moxy

Morningstar

SEI

FactSet

Microsoft Excel

Job description

Eastern Bank in Boston, MA seeks an Investment Operations Support professional to join the Wealth Management team. You will monitor client portfolios, assist in trading decisions, and coordinate with Relationship Managers and Wealth Advisors to ensure adherence to investment objectives.

The role emphasizes data analytics, research support, and preparation of investment materials for internal committees, with a focus on accuracy and client service.