Portfolio Operations & Trading 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

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.