Investment Portfolio Associate

Investment Portfolio AssociateAs 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, a wealth advisor located outside of Boston, is seeking an Investment Portfolio Associate. This position is a hybrid role which will enable the selected candidate to perform tasks in a variety of areas including Tax Planning, Trust Administration, Portfolio Construction, and Investment Research (including the Alternative Investments space) while providing comprehensive support to the Portfolio Managers/ Wealth Advisors. The multi-discipline nature of this role makes this position an outstanding opportunity to learn multiple facets of the wealth advisory function.The successful candidate will offer 2-4 years of experience at a financial services firm, some experience with tax preparation or planning, and the ability to grasp new concepts quickly.Full office scheduleCompensation includes a base salary in the $75K- $82K range, depending on experience, plus discretionary bonusIf you are qualified and interested in pursuing this role, please send your updated resume toadamc@fanning-boston.comAdam CordeiroSenior RecruiterFanning, a division of Masis Staffing Solutions, LLC