Portfolio Analyst - Needham, MA

FL Putnam Investment Management; Needham (MA); On-site; USD 65,000 - 90,000; Full time

Job summary

FL Putnam Investment Management is seeking a Portfolio Analyst to manage trading processes for the investment team and optimize workflows.

Based in Massachusetts (Needham, Lynnfield, or Boston), the role collaborates with Portfolio Managers, Investment Advisors, and the Analysis Team to execute trades, monitor performance, and support client objectives.

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.

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.
• Processes ongoing tax loss harvesting.
• Assists with transitioning accounts to internal models.
• Contributes to business development by creating synthetic portfolios.
• Adheres to Implementation Committee guidelines.
• Coordinates internal action across teams.
• Contributes to the Portfolio Analysis Team to optimize workflows.

Skills

Trading experience

Client confidentiality

Excellent communication

Team collaboration

Education

Bachelor's degree in business/finance/management/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.