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 mode...