Investment Strategy & Portfolio Associate

Ballentine Partners, LLC; Boston (MA); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Dental Insurance

Vision Insurance

Short-term Disability

Long-term Disability

Life Insurance

Medical Insurance Cost Sharing

Vacation Time

Personal Sick Time

Paid Family Sick Leave

Parental Leave

Sabbaticals

Community Time Off

Corporate Matching

Job summary

Ballentine Partners is a leading independent wealth management firm seeking an enthusiastic Portfolio Associate to support Senior Investment Advisors in asset allocation, portfolio construction, and executing the investment strategy. You will draft IPS, monitor cash flow and positions, collaborate with custodians and investment managers, and prepare client performance reports and presentations.

You will also communicate with clients, including Monte Carlo analyses, as needed.

Qualifications

• Bachelor’s degree required; CFA designation or progress toward it is a plus.
• Series 65 license will be supported by Ballentine Partners if not already held.
• 2–5 years of relevant experience with strong analytical capability.

Responsibilities

• Construct trade plans and tax loss harvesting for client accounts.
• Draft Investment Policy Statements (IPS) and new client transition plans.
• Monitor cash flow, positions, trades, asset transfers per IPS.
• Work with custodians and investment managers.
• Prepare client materials, including performance reports and presentations.
• Communicate with clients on day-to-day issues and during transitions; Monte Carlo analyses.
• Other duties as assigned.

Skills

Analytical thinking

Attention to detail

Written and verbal communication

Time management

Team collaboration

Professional judgment

Advanced Excel

Financial modeling

Education

Bachelor’s Degree

CFA designation / progress toward it

Series 65 license

Tools

Investment software

CRM systems

Job description

Ballentine Partners is a leading independent wealth management firm seeking an enthusiastic Portfolio Associate to support Senior Investment Advisors in asset allocation, portfolio construction, and executing the investment strategy. You will draft IPS, monitor cash flow and positions, collaborate with custodians and investment managers, and prepare client performance reports and presentations.

You will also communicate with clients, including Monte Carlo analyses, as needed.