Wealth Portfolio Analyst & IPS Specialist

Ballentine Partners; Waltham (MA); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Dental Insurance

Vision Insurance

Short-term Disability

Long-term Disability

Life Insurance

Medical Insurance cost sharing

Generous time off

Sabbaticals

Corporate matching program

Certification support

Job summary

Ballentine Partners, based in the Boston area with offices in Florida and New Hampshire, seeks a Portfolio Associate in Waltham. The role supports Senior Investment Advisors in asset allocation, portfolio construction, and executing investment strategies while handling substantial analytical work.

Qualifications include a Bachelor's Degree, 2–5 years of experience, and familiarity with investment software and CRM systems.

Qualifications

• Bachelor’s Degree is required.
• CFA designation or progress toward it are a plus.
• Series 65 license will be supported by Ballentine Partners if not possessed by the candidate.
• Two to five years of relevant experience (internships, student-managed funds, or similar analytical work) are acceptable.

Responsibilities

• Construct trade plans and tax loss harvesting for client accounts.
• Draft Investment Policy Statements (IPS) and client transition plans.
• Monitor cash flow, positions, trades, and changes in client portfolios according to IPS.
• Work with custodians and investment managers.
• Prepare client-ready materials, including performance reports and presentations.
• Communicate with clients on day-to-day issues and during new account transitions.

Skills

Analytical thinking

Quantitative skills

Written and verbal communication

Education

Bachelor's Degree

CFA candidate or progress toward it

Series 65 license

Tools

Investment software

CRM systems

Other technology tools

Job description

Ballentine Partners, based in the Boston area with offices in Florida and New Hampshire, seeks a Portfolio Associate in Waltham. The role supports Senior Investment Advisors in asset allocation, portfolio construction, and executing investment strategies while handling substantial analytical work.

Qualifications include a Bachelor's Degree, 2–5 years of experience, and familiarity with investment software and CRM systems.