Portfolio Analyst

Portfolio AnalystAs 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 standard and ad hoc client reporting, preparing materials for periodic portfolio reviews, monitoring portfolio transaction activity, ensuring the integrity of portfolio data/ activity including ensuring adherence to client investment mandates, maintaining portfolio models, ad hoc analysis, etc. This individual will maintain continual interaction with the Investment, Advisory and Research departments during the execution of duties.This role is a FANTASTIC opportunity for an individual who offers 2+ years of experience performing these types of duties at a financial services firmCompensation includes a base salary in the $70K- $90K range, depending on experience, plus bonusIf you are qualified and interested in pursuing this role, please send your updated resume to adamc@fanning-boston.comAdam CordeiroSenior RecruiterFanning, a division of Masis Staffing Solutions, LLC