Portfolio Analyst: Trade Execution & Portfolio Strategy

Flputnam; Portland (ME); Hybrid; USD 60,000 - 80,000; Full time

Job summary

F.L.Putnam is seeking a Portfolio Analyst to manage trading processes and collaborate across the Portfolio Analysis Team. The role supports transaction execution, post-trade issue resolution, and portfolio optimization to align with client objectives.

The position emphasizes CFA preference and requires 1–3 years of trading experience, with strong proficiency in MS Office. Equal opportunity employer.

Qualifications

• Bachelor’s degree in business, finance, management, economics or related field.
• CFA designation preferred.
• 1–3 years of trading experience.
• Proficiency with Microsoft Office Suite.

Responsibilities

• Executes and allocates trades across custodians with Portfolio Managers, Investment Advisors, and the Asset Allocation Committee.
• Completes post-trade issue resolution.
• Continually 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.

Skills

Trading experience

Attention to detail

Client confidentiality

Interpersonal skills

Education

Bachelor’s degree in business, finance, management, economics or related field

CFA designation (preferred)

Tools

Microsoft Office Suite

Job description

F.L.Putnam is seeking a Portfolio Analyst to manage trading processes and collaborate across the Portfolio Analysis Team. The role supports transaction execution, post-trade issue resolution, and portfolio optimization to align with client objectives.

The position emphasizes CFA preference and requires 1–3 years of trading experience, with strong proficiency in MS Office. Equal opportunity employer.