Portfolio Operations Associate — Evidence‑Based Investing

Northstar Financial Planning; Windham (NH); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Incentive compensation

401(k) with matching contributions and

Healthcare stipend

Mentorship and professional growth

Flexible working environment

Part-time arrangements considered

Job summary

Northstar Financial Planning, a fiduciary wealth-management firm, seeks an Investment Associate to support portfolio management and client service. You will rebalance client portfolios, leverage Eclipse, and implement tax-efficient strategies.

The role emphasizes collaboration with advisors, developing investment proposals, and maintaining client reporting. Competitive base pay and benefits accompany a flexible, client-focused team.

Qualifications

• 2+ years of experience in trading, investment analysis or related role.
• Strong understanding of passive / evidence-based investments (mutual funds & ETFs).
• Bachelor’s degree in finance or related field, or equivalent experience.

Responsibilities

• Manage rebalancing and trading in client portfolios (ETFs, mutual funds, equities).
• Use auto rebalancer Eclipse and other technology to increase efficiency.
• Exercise discretion within defined model portfolio guidelines.

Skills

Trading experience

Investment analysis

Passive investing

Education

Bachelor's degree in finance

Tools

Orion Eclipse

Excel

Schwab Institutional

CRM Redtail

Job description

Northstar Financial Planning, a fiduciary wealth-management firm, seeks an Investment Associate to support portfolio management and client service. You will rebalance client portfolios, leverage Eclipse, and implement tax-efficient strategies.

The role emphasizes collaboration with advisors, developing investment proposals, and maintaining client reporting. Competitive base pay and benefits accompany a flexible, client-focused team.