Portfolio Analyst - Portland, ME

FL Putnam Investment Management; Portland (ME); On-site; USD 65,000 - 95,000; Full time

Job summary

FL Putnam Investment Management seeks a Portfolio Analyst to manage trading processes, collaborate with the investment team, and improve trade workflows. You will execute trades across custodians with Portfolio Managers and Advisors, resolve post-trade issues, and help rebalance portfolios to stay aligned with objectives.

The role requires a bachelor's degree in a related field and 1–3 years of trading experience; CFA designation is preferred.

Qualifications

• Bachelor's degree in business, finance, management, economics or related field or equivalent work experience.
• Preferred CFA designation or progress toward CFA designation.
• 1–3 years of trading experience preferred.
• Proficiency with Microsoft Office Suite and related business software.
• Maintain a positive, solutions-focused attitude.
• Be intellectually curious, respectful and kind in the workplace.
• Use good judgement and keep client information confidential.
• Deliver consistent excellent customer service to internal and external clients.

Responsibilities

• Executes and allocates trades across custodians in collaboration with Portfolio Managers and Advisors.
• Completes post-trade issue resolution to ensure smooth processing.
• Monitors portfolio drift and periodically rebalances to align with objectives.
• Processes ongoing tax loss harvesting activities.
• Assists Investment Advisors with transitioning accounts to internal models.
• Contributes to business development by creating synthetic portfolios from prospect statements.
• Adheres to guidelines set by the Implementation Committee.
• Coordinates internal actions across multiple teams to optimize workflows.
• Supports the Portfolio Analysis Team to improve processes and efficiency.

Skills

Team collaboration

Communication skills

Customer service

Discretion / confidentiality

Intellectual curiosity

Judgment / decision making

Education

Bachelor's degree in business/finance or related field

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.

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 1-3 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.