Portfolio Analyst: Trading & Portfolio Optimization

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

Job summary

FL Putnam Investment Management in Portland, Maine, seeks a Portfolio Analyst to support trading workflows for the investment team and collaborate across groups.

You will execute and allocate trades with custodians, monitor portfolio drift, assist with tax loss harvesting, and help transition accounts to internal models while contributing to workflow optimization. Strong communication, confidentiality, and MS Office proficiency are essential.

Qualifications

• Bachelor's degree in business, finance, management, economics or related field.
• CFA designation preferred or in progress.
• 1–3 years of trading experience preferred.
• Proficient with Microsoft Office and related business software.
• Maintain client confidentiality and professional integrity.

Responsibilities

• Execute and allocate trades across custodians with PMs and advisors.
• Monitor portfolio drift and rebalance as needed.
• Support tax loss harvesting activities.
• Assist advisors with transitioning accounts to internal models.
• Contribute to portfolio analysis team to optimize workflows.
• Coordinate cross-team actions to ensure smooth processes.

Skills

Trading experience

CFA designation

MS Office proficiency

Communication skills

Confidentiality

Education

Bachelor's in business/finance/economics

Tools

Excel

PowerPoint

Outlook

Teams

Job description

FL Putnam Investment Management in Portland, Maine, seeks a Portfolio Analyst to support trading workflows for the investment team and collaborate across groups.

You will execute and allocate trades with custodians, monitor portfolio drift, assist with tax loss harvesting, and help transition accounts to internal models while contributing to workflow optimization. Strong communication, confidentiality, and MS Office proficiency are essential.