Portfolio Analyst — Trade & Strategy Specialist

F.L.Putnam Investment Management Company; Portland (ME); On-site; USD 60,000 - 63,000; Full time

Job summary

F.L.Putnam Investment Management Company is seeking a Portfolio Analyst in Portland, ME. The role executes and allocates trades across custodians, supports post-trade issues, and monitors portfolio drift to rebalance toward objectives.

The ideal candidate has a bachelor's degree in business/finance/economics, 1–3 years trading experience, and familiarity with MS Office. CFA designation is preferred. This position emphasizes confidentiality and strong client service within a collaborative team.

Qualifications

• Bachelor's degree in business, finance, management, economics or related field, or equivalent years of work experience.
• Preferred CFA designation or possession of CFA designation.
• Preferred 1–3 years of trading experience.

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.
• Creates synthetic portfolios based on prospect statements to support business development.
• Adheres to guidelines established by the Implementation Committee.
• Coordinates internal actions across multiple teams.
• Contributes to the Portfolio Analysis Team to optimize workflows.

Skills

Microsoft Office Suite

Strong communication

Confidentiality

Education

Bachelor's degree in business/finance/economics

CFA designation preferred

Tools

Microsoft Office Suite

Job description

F.L.Putnam Investment Management Company is seeking a Portfolio Analyst in Portland, ME. The role executes and allocates trades across custodians, supports post-trade issues, and monitors portfolio drift to rebalance toward objectives.

The ideal candidate has a bachelor's degree in business/finance/economics, 1–3 years trading experience, and familiarity with MS Office. CFA designation is preferred. This position emphasizes confidentiality and strong client service within a collaborative team.