Portfolio Analyst

Company Overview:

A global family office is hiring a Portfolio Analyst to join their Boston office. The role involves implementation, analysis, and performance reporting for investment strategies within client portfolios.

Job Responsibilities:

• Ensure client portfolio data quality and integrity
• Develop, enhance, and prepare periodic client reporting packages via Addepar
• Prepare client-facing communications, including periodic investment reviews and ad hoc analyses
• Develop and maintain client-specific portfolio models
• Build customized financial models in MS Excel and other applications for analysis of various client situations
• Construct and execute trades in equities, fixed income, mutual funds, and derivatives as directed by senior management
• Ensure timely post-trade and periodic reconciliation of portfolio management models
• Frequently update portfolio management models, including pre- and post-trade
• Assist with investment research diligence as needed
• Conduct additional portfolio research requests from Portfolio Management and Client Advisory teams on an ad hoc basis
• Monitor portfolios for compliance with Investment Policy Statements (IPS) and additional relevant guidance
• Maintain client-level and security-level data for compliance with internal and regulatory reporting requirements
  
  

Qualifications:

• Undergraduate coursework in accounting, finance, statistics, computer science, economics, or mathematics
• 2-4 years of related investing experience
• Solid understanding of portfolio theory and accounting
• High proficiency with MS Excel
• Completion or expectation to complete the NASAA Investment Advisers Law Examination (Series 65)
• Participation and progress in the CFA Program are strongly encouraged
• Familiarity with Addepar and Bloomberg is a plus
  
  

Compensation: Salary: $75,000 – $90,000, Plus Bonus

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