Portfolio Analyst

Masis Professional Group; Boston (MA); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Bonus

Job summary

Fanning- Masis is seeking a Portfolio Analyst for a Boston wealth-management client. You will support Portfolio Managers through reviews, trade execution, and liquidity monitoring to align with client objectives.

The role suits someone with 2–5 years of portfolio experience, or a CSA with portfolio construction exposure, looking to move beyond routine account maintenance. Base salary $75,000–$85,000 plus bonus.

Qualifications

• 2–5 years of portfolio experience preferred.
• CSA with portfolio construction exposure acceptable.

Responsibilities

• Perform portfolio reviews and monitor trading models for liquidity/allocation.
• Execute trades and rebalance portfolios as needed.
• Tax loss harvesting and related tasks as required.

Job description

I’m a Senior Recruiter at Fanning- Masis. I assist my client companies, investment/asset/wealth management firms located in and around Boston which serve a private wealth and/or institutional client base, with their candidate recruitment process.

I’m writing to inform you that one of my client companies, a wealth management firm located in Boston which services a HNW client base, is seeking a Portfolio Analyst. This individual will provide support to the Portfolio Managers by performing an array of duties including performing portfolio reviews, executing trades and monitoring the trading models to ensure appropriate liquidity/allocation relative to stated client objectives, performing portfolio rebalancing as deemed necessary, tax loss harvest execution, and the like.

This role is a FANTASTIC opportunity for an individual who offers 2-5 years of experience performing these type of tasks OR a 2-5 year CSA who is providing support on the periphery with portfolio construction and is seeking to shed the more traditional account maintenance duties associated with the CSA role

Compensation includes a base salary in the $75K- $85K range, depending on experience, plus bonus

Best, Adam

Fanning, a division of Masis Staffing Solutions, LLC