An Investment or Portfolio Analyst advises individuals and companies about investments. Typically works with a collection of investments called a portfolio, though can also advise clients about individual investments. Studies trends that impact investments and writes reports regarding economic and business changes and activities that affect the value of investments. Can also be involved in the selling of investments, such as stocks. Works mainly in investment firms, though can also be employed in lending institutions, corporate finance departments, banks or insurance companies.
Portfolio Analyst FL Putnam Investment Management Needham, MA Job Details Full-time $70,000 - $80,000 a year 21 hours ago Benefits Health savings account Health insurance Dental insurance Flexible spending account Vision insurance 401(k) matching Pet insurance Qualifications Customer communication Confidential information handling Trade execution in financial markets Microsoft Outlook Serving clients Customer service Spreadsheets Microsoft Teams Cross-functional communication Full Job Description FLP delivers sophisticated planning, investment management, research, wealth management, and family office services to a range of individuals and families, institutional investors, and single and multi-family offices. We bring a broad range of products and solutions, tailoring our advice to meet clients' needs. The Portfolio Analyst manages trading processes for the investment team and ensures optimized workflows. The Portfolio Analyst is an active member of the Portfolio Analysis Team, and collaborates across multiple teams. •This role can be based in the following Massachusetts locations: Lynnfield, Needham, or Boston.
Portfolio Analyst Duties:
Executes and allocates trades across various custodians in collaboration with Portfolio Managers, Investment Advisors, and the Asset Allocation Committee Completes post-trade issue resolution Continually monitors portfolio drift; periodically rebalances to ensure alignment with account objectives, asset allocation, and strategies Processes ongoing tax loss harvesting Assists Investment Advisors with transitioning accounts to internal models Contributes to business development by creating synthetic portfolios based on prospect statements Adheres to guidelines established by the Implementation Committee Coordinates internal action across multiple teams Contributes to the rest of Portfolio Analysis Team to optimize workflows
Essential Knowledge, SkillsExperience:
Completion of a bachelor's degree in business, finance, management, economics or another related field; or equivalent years of work experience Preferred progress towards a CFA® designation or possession of a CFA® designation Preferred 1-2 years of trading experience Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, Teams, etc.) and other software related to business needs Maintain a positive, solutions focused attitude Be intellectually curious, respectful, and kind throughout all dimensions of the workplace Ability to use good judgement and always keeps client information confidential Deliver consistent excellent customer service to internal and external customers, colleagues and management Communication Skills Uses appropriate communication tools Effectively expresses ideasconcerns Communicates effectively with prospects/clients Communicates effectively with colleagues Maintains effective working relationships Contributes to building positive environment F.L.Putnam is an equal opportunity employer. We are committed to promoting an inclusive environment in service to one another and our clients. We do all of this with kindness, empathy, and respect for one another.
