Portfolio & Trading Associate II (Hybrid)

Eastern Bank; Boston (MA); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Total Rewards benefits

Retirement plan

Job summary

Eastern Bank seeks an Investment Operations Professional to join the Central Trading Group in Boston. The role involves monitoring, trading, and portfolio management support for client accounts, coordinating with Relationship Managers and Wealth Advisors to align with investment objectives, and delivering data-driven insights for investment teams.

The candidate will assist in preparing materials for investment committees, maintain client data across systems, and train junior staff.

Qualifications

• Bachelor’s degree required; CFA preferred; MBA advantageous.
• 1 year of trading or portfolio management experience highly preferred.
• Strong understanding of investment concepts and investment tools is essential.

Responsibilities

• Assist Client PMs and Central Trading Group with monitoring, trading and portfolio management of client accounts.
• Coordinate with Relationship Managers, Wealth Advisors and Client Portfolio Managers to ensure proper management of client portfolios.
• Provide generalist support to investment operations, including data analytics, research, and client service tasks.
• Prepare investment presentations and materials for internal investment committee meetings.
• Train junior team members in trading, reporting, and model maintenance.

Skills

Well-organized

Self-starter

Prioritization

Investment concepts

Bloomberg

Moxy

Morningstar

FactSet

Microsoft Excel

SEI trading

Education

Bachelor's degree

CFA preferred

MBA advantageous

Tools

SEI trading systems

Bloomberg Terminal

Moxy

Morningstar

FactSet

Microsoft Excel

Job description

Eastern Bank seeks an Investment Operations Professional to join the Central Trading Group in Boston. The role involves monitoring, trading, and portfolio management support for client accounts, coordinating with Relationship Managers and Wealth Advisors to align with investment objectives, and delivering data-driven insights for investment teams.

The candidate will assist in preparing materials for investment committees, maintain client data across systems, and train junior staff.