Portfolio Analyst

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

Job summary

FL Putnam Investment Management’s Portfolio Analyst role sits within the Portfolio Analysis Team in Massachusetts (Lynnfield, Needham or Boston). The analyst manages trading processes for the investment team and ensures optimized workflows, collaborating across teams to support portfolio objectives.

The position emphasizes execution across custodians, post-trade resolution, portfolio monitoring, tax loss harvesting, and assisting Investment Advisors with transitions to internal models.

Qualifications

• Bachelor's degree in business, finance, management, economics, or related field.
• CFA designation (preferred).
• 1–2 years of trading experience.
• Proficiency with Microsoft Office Suite and related software.
• Discretion and client confidentiality.
• Strong communication and teamwork.

Responsibilities

• Executes and allocates trades across custodians with Portfolio Managers, Investment Advisors, and the Asset Allocation Committee.
• Completes post-trade issue resolution.
• Monitors portfolio drift and 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 from prospect statements.
• Coordinates internal action across multiple teams.
• Contributes to optimizing workflows within Portfolio Analysis Team.

Skills

Trading experience

Microsoft Office

Education

Bachelor's degree in business/finance/economics

CFA designation (preferred)

Tools

Microsoft Excel

Microsoft Word

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.