Portfolio Analyst

F.L.Putnam Investment Management Company; Needham Heights (MA); On-site; USD 75,000 - 100,000; Full time

Job summary

F.L.Putnam Investment Management Company seeks a Portfolio Analyst to manage trading processes and collaborate across teams. You will execute trades, monitor portfolio drift, and help rebalance portfolios to meet client objectives and asset allocation strategies.

The role requires a bachelor’s degree in a related field, and 1–2 years of trading experience with strong MS Office skills. CFA designation is preferred. This is an on-site position in MA with the Portfolio Analysis Team.

Qualifications

• Bachelor's degree in business, finance, economics or related field or equivalent experience.
• Preferred CFA designation or progress toward CFA designation.
• 1–2 years of trading experience is preferred.
• Proficiency with MS Office (Excel, Word, PowerPoint, Outlook, Teams).
• Maintain a positive, solutions-focused attitude.
• Be curious, respectful and kind; protect client information.
• Deliver consistent excellent internal and external client service.

Responsibilities

• Executes and allocates trades across custodians with Portfolio Managers and Advisors.
• Completes post-trade issue resolution.
• Monitors portfolio drift and periodically rebalances to align with objectives.
• Processes ongoing tax loss harvesting.
• Assists Advisors with transitioning accounts to internal models.
• Contributes to business development by creating synthetic portfolios.
• Follows guidelines from the Implementation Committee.
• Coordinates internal actions across teams.

Skills

Trading experience

Microsoft Office Suite

Communication skills

Discretion and confidentiality

Customer service

Education

Bachelor's degree in business/finance/economics

CFA designation (preferred)

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.