Portfolio Operations Analyst

Mayflower Advisors; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

Mayflower Advisors is seeking a Portfolio Operations Analyst to join the in-office team in Boston. You will oversee daily trading activity, support model management, and coordinate with third-party platforms and Investment Committee.

The role requires a strong background in wealth management, Series 7, and hands-on experience with trading and reporting tools. You’ll work closely with Wealth Managers and the Investment Committee to inform portfolio decisions.

Qualifications

• Bachelor's degree in finance or related field required.
• Series 7 required.
• 2+ years in wealth management or retirement sector.
• Strong quantitative, analytical, and problem-solving skills.
• Familiarity with equity/fixed income securities, bonds, maturities, and corporate actions.
• Knowledge of ETF/mutual fund structures and performance reporting.
• Experience with portfolio management and trading platforms.

Responsibilities

• Monitor securities and cash balances across client accounts and resolve issues.
• Review RLiq/TLiq notices and act on them.
• Execute ad hoc trade requests and provide trading support to advisors.
• Track upcoming bond maturities and corporate actions.
• Prepare model-level performance reporting and client-facing portfolio reports.

Education

Bachelor's degree in Finance or related field

Tools

55ip platform

BlackRock portal

J.P. Morgan portal

Job description

Portfolio Operations Analyst

ABOUT MAYFLOWER ADVISORS

Mayflower Advisors is an independent Registered Investment Advisor in downtown Boston, helping clients preserve and grow their wealth for three generations. Our team of 15+ Wealth Managers, backed by a dedicated operations and service team, works with individuals and families, corporate and nonprofit retirement plan sponsors, and endowments and foundations. Our services cover investments, retirement planning, charitable giving, and estate planning. Our motto is "Invested in You," and that applies to our clients and our people. We build lifelong relationships grounded in excellence, honesty, and integrity, and that starts with the team behind the scenes.

ABOUT THE ROLE

The Portfolio Operations Analyst sits where our operations and investment work meet. You'll keep daily trading and account activity running smoothly, and you'll also support model management, our third-party investment platform relationships, and Investment Committee preparation. You'll work closely with our Wealth Managers and the Investment Committee, and your work will directly shape how client portfolios are managed. If you're a detail-oriented, process-driven wealth management professional who is curious about investments and wants to build a long-term career in investment management at an RIA, this role is for you.

WHAT YOU'LL DO

• Monitor securities and cash balances across client accounts, and resolve insufficient funds before they become issues
• Review and act on RLiq/TLiq notices
• Execute ad hoc trade requests and provide trading support to advisors
• Track upcoming bond maturities and corporate actions
• Conduct the monthly leveraged securities review
• Coordinate mutual fund conversions
• Support onboarding and trading for accounts in Mayflower models
• Serve as the primary liaison between advisors and third-party investment platform providers, including direct indexing and model delivery services, for account onboarding, trading, and ongoing servicing
• Manage DCA schedules for Mayflower and custom models
• Produce model-level performance reporting
• Prepare client-facing portfolio reports, including proposals and portfolio analysis for select advisors
• Conduct ad hoc portfolio reviews for advisors
• Support investment manager research and due diligence
• Prepare materials and analysis for Investment Committee meetings, and keep the alternatives inventory up to date
• Maintain model portfolio documentation and change logs
• Take on other responsibilities as assigned

WHAT YOU BRING

• Bachelor's degree required, preferably in Finance or a related field
• Series 7 required
• 2+ years of experience in wealth management or the retirement sector
• Strong quantitative, analytical, and problem-solving skills
• A working knowledge of equity and fixed income securities, including bonds, maturities, and corporate actions
• Familiarity with ETF and mutual fund structures, alternative investments, leveraged securities, and performance reporting
• Knowledge of DCA strategies and rebalancing methods
• An understanding of trade execution, order management, RIA operations, and custodial relationships
• Familiarity with the RIA regulatory environment, including fiduciary standards and trade compliance
• Experience with portfolio management and trading platforms (e.g., 55ip) and third-party advisor portals (e.g., BlackRock, J.P. Morgan)
• Advanced proficiency in Microsoft Office Suite, especially Excel and PowerPoint
• Excellent written English, with strong editing, grammar, research, and presentation skills
• Sharp attention to detail and strong organizational skills, with the ability to manage daily, weekly, monthly, and quarterly work cycles
• A collaborative style that works well with advisors and the Investment Committee
• A proactive, analytical, can-do attitude and a willingness to take ownership and get things done

WHERE YOU'LL WORK

This is an in-office role at our Franklin Street office in Boston. You'll work in person each day with advisors, the Investment Committee, custodial partners, and third-party platform providers, and by phone as well. The position reports to [REPORTING MANAGER]. The work is primarily desk-based, using a computer and phone for most of the day.

EQUAL OPPORTUNITY

Mayflower Advisors is an equal opportunity employer.

We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected characteristic.

We provide reasonable accommodations to qualified individuals with disabilities.