Portfolio Analyst

FL Putnam Investment Management; Needham (MA); On-site; USD 70,000 - 100,000; Full time

Job summary

FL Putnam Investment Management is seeking a Portfolio Analyst in Massachusetts (Lynnfield/Needham/Boston area) to manage trading processes and support the Portfolio Analysis Team. The role collaborates with Portfolio Managers, Investment Advisors, and the Asset Allocation Committee to optimize workflows and ensure compliance with internal guidelines.

The ideal candidate has a bachelor’s degree in business, finance, economics, or a related field and 1–2 years of trading experience.

Qualifications

• Bachelor's degree in business, finance, management, economics or related field.
• CFA designation preferred or possession.
• Preferred 1–2 years of trading experience.
• Proficiency with MS Office Suite and other business software.
• Maintain a positive, solutions-focused attitude.
• Be intellectually curious, respectful, and kind in the workplace.
• Ability to use good judgment and keep client information confidential.
• Deliver excellent customer service to internal and external customers.

Responsibilities

• Executes and allocates trades across custodians with Portfolio Managers, Investment Advisors, and the Asset Allocation Committee.
• Completes post-trade issue resolution.
• Continually monitors portfolio drift; periodically rebalances to align with objectives and strategies.
• Processes ongoing tax loss harvesting.
• Assists Investment Advisors with transitioning accounts to internal models.
• Contributes to business development by creating synthetic portfolios based on prospect statements.
• Adheres to guidelines established by the Implementation Committee.
• Coordinates internal action across multiple teams.
• Contributes to the rest of Portfolio Analysis Team to optimize workflows.

Skills

Trading

Post-trade

Portfolio monitoring

Tax loss harvesting

Client service

Team collaboration

Education

Bachelor's degree in Finance/Business/Economics

CFA designation (preferred)

Tools

Microsoft Excel

PowerPoint

Outlook/Teams

Job description

FLP delivers sophisticated planning, investment management, research, wealth management, and family office services to a range of individuals and families, institutional investors, and single and multi-family offices. We bring a broad range of products and solutions, tailoring our advice to meet clients' needs.

The Portfolio Analyst manages trading processes for the investment team and ensures optimized workflows. The Portfolio Analyst is an active member of the Portfolio Analysis Team, and collaborates across multiple teams.

This role can be based in the following Massachusetts locations: Lynnfield, Needham, or Boston.

Portfolio Analyst Duties:

• Executes and allocates trades across various custodians in collaboration with Portfolio Managers, Investment Advisors, and the Asset Allocation Committee
• Completes post-trade issue resolution
• Continually monitors portfolio drift; periodically rebalances to ensure alignment with account objectives, asset allocation, and strategies
• Processes ongoing tax loss harvesting
• Assists Investment Advisors with transitioning accounts to internal models
• Contributes to business development by creating synthetic portfolios based on prospect statements
• Adheres to guidelines established by the Implementation Committee
• Coordinates internal action across multiple teams
• Contributes to the rest of Portfolio Analysis Team to optimize workflows

Essential Knowledge, Skills & Experience:

• Completion of a bachelor's degree in business, finance, management, economics or another related field; or equivalent years of work experience
• Preferred progress towards a CFA® designation or possession of a CFA® designation
• Preferred 1-2 years of trading experience
• Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, Teams, etc.) and other software related to business needs
• Maintain a positive, solutions focused attitude
• Be intellectually curious, respectful, and kind throughout all dimensions of the workplace
• Ability to use good judgement and always keeps client information confidential
• Deliver consistent excellent customer service to internal and external customers, colleagues and management

Communication Skills

• Uses appropriate communication tools
• Effectively expresses ideas & concerns
• Communicates effectively with prospects/clients
• Communicates effectively with colleagues
• Maintains effective working relationships
• Contributes to building positive environment

F.L.Putnam is an equal opportunity employer. We are committed to promoting an inclusive environment in service to one another and our clients. We do all of this with kindness, empathy, and respect for one another.