Portfolio Analyst

Ballentine Partners, LLC.; Boston (MA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Dental insurance

Vision insurance

Disability insurance

Life insurance

Vacation time

Sick time

Parental leave

Education support

Job summary

Ballentine Partners in the Boston area seeks a Portfolio Analyst to support Senior Investment Advisors in a collaborative, fast-paced environment. You will help manage client investments, run trading programs, monitor IPS restrictions, and assist with onboarding.

Ideal candidates have a Bachelor's degree and 1–2 years of related experience; strong organizational and communication skills; comfortable working with a team and managing multiple tasks.

Qualifications

• A Bachelor's Degree is required.
• Minimum of 1 to 2 years of experience in a similar role is preferred.
• Experience with investment software tools or analytics is a plus.

Responsibilities

• Support Senior Investment Advisors (SIA) in client-related investment matters.
• Construct portfolio trading programs for SIAs approval.
• Monitor cash positions and IPS restrictions for clients.
• Review quarterly investment performance reports for clients.
• Perform ad hoc analyses on client-related questions with research staff.
• Develop technical expertise in investment software tools.
• Execute trades for clients.
• Assist in client onboarding.
• Other duties as assigned.

Skills

Prioritize multiple tasks

Proactive initiative

Independent & team collaboration

Attention to detail

Strong communication

Interpersonal relations

Education

Bachelor's Degree

Tools

Investment software tools

Job description

Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide. Our client families rely on us to be their most trusted advisor. We work hard to help them simplify their complex financial lives and ensure the impact of their wealth is aligned with their goals. We believe a healthy work-life balance is integral to success, and our compensation philosophy and team structure foster a collegial work environment. We are truly a team; we believe in one another and support each other as we work toward a common goal. We are looking for passionate, caring, curious, innovative, and collaborative individuals to join our firm.

Not sure you meet 100% of our qualifications? That’s ok. We are dedicated to building a workforce with a variety of skills, workplace experiences, and backgrounds.

In this role the candidate will not only be responsible for the technical tasks below but will also have the opportunity to learn the soft skills necessary to be successful in their interactions with people at all levels.

The Portfolio Analyst acts as a critical team member and facilitator in support of Senior Investment Advisors working with clients and other internal partners. Within our highly-collaborative, team-based service model, you will have significant responsibility in a demanding and fast-paced environment.

Responsibilities include:

• Supporting Senior Investment Advisors (SIA) in all client related investment matters
• Constructing portfolio trading programs for approval by SIAs for clients
• Monitoring cash positions and IPS restrictions for clients
• Reviewing quarterly investment performance reports for clients
• Performing ad hoc analyses on client-related questions (e.g. specific securities, in conjunction with research staff)
• Developing technical expertise in investment software tools
• Executing trades for clients
• Assisting in client onboarding
• Other duties as assigned

The right candidate will be someone who has the following skills:

• Can take direction from multiple sources and prioritize a variety of tasks daily
• Can take initiative and act proactively (i.e., anticipates problems, raises suggestions)
• Can work both independent and in a team structure with a diverse group of people
• Can juggle and prioritize a variety of tasks daily
• Is highly organized with a very strong attention to detail
• Has high professional standards, judgment, and discretion
• Has strong communication skills, verbal and written
• Has excellent interpersonal & relationship skills including a positive and collegial attitude

A Bachelor’s Degree is required. Minimum of 1 to 2 years of experience in a similar role is preferred.

Benefits and perks:

• Dental, vision, short term disability, long term disability and life insurance as well as cost sharing on medical insurance.
• Vacation time, unlimited personal sick time, paid family sick leave, paid parental leave, sabbaticals, community time off and so much more.
• Corporate matching program as well as support certifications and continuing education for team members.

Ballentine is a family friendly and flexible work environment. Our culture is collaborative and built on supporting each other to grow not only the business but each other as well.

Ballentine Partners compensation is made up of a base salary and performance bonus. The salary range for this position is $70,000 - $100,000 and is commensurate with experience. Performance bonuses are based upon company and personal performance and are paid out annually.

We will sponsor applicants for work visas.

Ballentine Partners is an Equal Opportunity Employer and we are dedicated to providing an inclusive environment for all employees. All employment is based upon qualifications, merit, and business need. We encourage applications from those who share our commitment to promoting a diverse, welcoming, and inclusive community.

For more information on our culture please view our Stakeholder Report and our Values page.