Wealth Portfolio Analyst – Trade Execution & Rebalancing
Masis Professional Group
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Benefits offered by this job
Job summary
Fanning- Masis is seeking a Portfolio Analyst for a Boston wealth-management client. You will support Portfolio Managers through reviews, trade execution, and liquidity monitoring to align with client objectives.
The role suits someone with 2–5 years of portfolio experience, or a CSA with portfolio construction exposure, looking to move beyond routine account maintenance. Base salary $75,000–$85,000 plus bonus.
Qualifications
- 2–5 years of portfolio experience preferred.
- CSA with portfolio construction exposure acceptable.
Responsibilities
- Perform portfolio reviews and monitor trading models for liquidity/allocation.
- Execute trades and rebalance portfolios as needed.
- Tax loss harvesting and related tasks as required.
Job description
Fanning- Masis is seeking a Portfolio Analyst for a Boston wealth-management client. You will support Portfolio Managers through reviews, trade execution, and liquidity monitoring to align with client objectives.
The role suits someone with 2–5 years of portfolio experience, or a CSA with portfolio construction exposure, looking to move beyond routine account maintenance. Base salary $75,000–$85,000 plus bonus.
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