Portfolio Analyst: Drive Trades & Portfolio Optimization

Flputnam; Needham, Northern (MA, KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

F.L.Putnam seeks a Portfolio Analyst to manage trading processes for the investment team and collaborate across multiple groups. The role is based in Massachusetts with offices in Lynnfield, Needham, or Boston.

The analyst will execute trades, resolve post-trade issues, and monitor portfolio drift to ensure alignment with objectives and strategies. Ideal candidates will have a bachelor's degree in business/finance, strong MS Office skills, and 1–2 years of trading experience, with CFA

Qualifications

• Bachelor's degree in business, finance, management, economics or related field.
• CFA designation preferred.
• 1–2 years of trading experience preferred.
• Proficiency with MS Office and related business software.

Responsibilities

• Executes and allocates trades across custodians with Portfolio Managers and Advisors.
• Completes post-trade issue resolution.
• Monitors portfolio drift and rebalances to align with objectives.

Skills

Trading experience

MS Office

Data confidentiality

Client service

Education

Bachelor's degree

CFA designation

Tools

Microsoft Office Suite

Job description

F.L.Putnam seeks a Portfolio Analyst to manage trading processes for the investment team and collaborate across multiple groups. The role is based in Massachusetts with offices in Lynnfield, Needham, or Boston.

The analyst will execute trades, resolve post-trade issues, and monitor portfolio drift to ensure alignment with objectives and strategies. Ideal candidates will have a bachelor's degree in business/finance, strong MS Office skills, and 1–2 years of trading experience, with CFA