Portfolio Analyst: Trade Execution & Portfolio Optimization

FL Putnam Investment Management; Needham (MA); On-site; USD 70,000 - 100,000; Full time

Job summary

FL Putnam Investment Management’s Portfolio Analyst role sits within the Portfolio Analysis Team in Massachusetts (Lynnfield, Needham or Boston). The analyst manages trading processes for the investment team and ensures optimized workflows, collaborating across teams to support portfolio objectives.

The position emphasizes execution across custodians, post-trade resolution, portfolio monitoring, tax loss harvesting, and assisting Investment Advisors with transitions to internal models.

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.
• Discretion and client confidentiality.
• Strong communication and teamwork.

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 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 from prospect statements.
• Coordinates internal action across multiple teams.
• Contributes to optimizing workflows within Portfolio Analysis Team.

Skills

Trading experience

Microsoft Office

Education

Bachelor's degree in business/finance/economics

CFA designation (preferred)

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Teams

Job description

FL Putnam Investment Management’s Portfolio Analyst role sits within the Portfolio Analysis Team in Massachusetts (Lynnfield, Needham or Boston). The analyst manages trading processes for the investment team and ensures optimized workflows, collaborating across teams to support portfolio objectives.

The position emphasizes execution across custodians, post-trade resolution, portfolio monitoring, tax loss harvesting, and assisting Investment Advisors with transitions to internal models.