Portfolio Analyst

F.L.Putnam Investment Management Company; Needham (MA); On-site; USD 70,000 - 80,000; Full time

Job summary

F.L.Putnam Investment Management Company in Needham, MA is seeking a Portfolio Analyst to support trading operations for the investment team and collaborate across departments. The role involves executing and allocating trades across custodians, and helping ensure efficient workflows.

You'll monitor portfolio drift, perform post-trade issue resolution, and assist with transitions to internal models. Strong communication and Excel proficiency are important as part of a client-focused,

Qualifications

• Bachelor's degree in business, finance, management, economics or related field.
• CFA designation preferred.
• 1–2 years trading experience preferred.
• Proficiency with Microsoft Office Suite and related business software.
• Maintain a positive, solutions-focused attitude.
• Be intellectually curious, respectful and kind at work.
• Ability to protect client information with good judgement.
• Deliver excellent service to internal/external customers.

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 account 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 optimizing workflows within the Portfolio Analysis Team.

Skills

CFA designation

Trading experience

Office suite

Communication skills

Education

Bachelor's degree in business/finance/economics or related field

Tools

Microsoft Office Suite

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.

Salary: $70000 - $80000 per year