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Portfolio Analyst

Job

Masis Professional Group

Cambridge, MA (In Person)

$82,500 Salary, Full-Time

Posted 1 week ago (Updated 1 day ago) • Actively hiring

Expires 7/11/2026

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Job Description

Portfolio Analyst at Masis Professional Group Portfolio Analyst at Masis Professional Group in Cambridge, Massachusetts Posted in 5 days ago.
Type:
full-time
Job Description:
Portfolio Analyst As a Senior Recruiter at Fanning- Masis, I assist my client companies, investment firms located in and around Boston, with their candidate recruitment process. This scenario has enabled me to serve as a valuable resource to an individual who may be actively or passively interested in pursuing a new position in the financial services industry to serve as a catalyst for continued career growth and development. I'm writing to inform you that one of my client companies, an investment firm located in Boston, is seeking a Portfolio Analyst. This individual will be tasked with supporting a small team of Senior Advisors who carry a book comprised of UHNW clients by performing an array of tasks including monitoring client portfolios, ensuring the quality/ integrity of client portfolio data, preparing standard and ad hoc portfolio reporting packages, construction and execution of portfolio trades, updating pre and post trade portfolio models, ensuring portfolio activity adheres to client mandates, and the like This role is a
FANTASTIC
opportunity for an individual who offers 2+ years of experience performing these types of duties at a financial services firm Compensation includes a base salary in the $75K- $90K range, depending on experience, plus bonus If you are qualified and interested in pursuing this role, please send your updated resume to adamc@fanning-boston.com Adam Cordeiro Senior Recruiter Fanning, a division of Masis Staffing Solutions, LLC