Portfolio Associate
$85,000–$115,000 year
On-siteBoston, Massachusetts, United States or Waltham, Massachusetts, United States
Job Summary
Construct trade plans and tax loss harvesting for client accounts while drafting Investment Policy Statements and new client transition plans. Monitor cash flow, positions, trades, and significant asset transfers according to client IPS guidelines. Prepare client-ready materials including performance reports and presentations, and communicate with clients regarding day-to-day issues, transitions, and Monte Carlo analyses. Work effectively with custodians and investment managers to execute investment strategies. This role requires a Bachelor's degree, Series 65 license, and two to five years of relevant experience. Salary range is $85,000 to $115,000. Ballentine Partners offers comprehensive benefits including dental, vision, and extensive time-off, with a corporate matching program and support for certifications.
Required Qualifications
- A Bachelor's Degree
- Series 65 license
- Two to five years of relevant experience
Desired Qualifications
- CFA designation or progress toward it
- Advanced Excel skills, including the ability to build and analyze financial models
- Comfortable learning and using investment software, CRM systems, and other technology tools
- Commitment to continuous learning, professional development, and achieving positive outcomes for clients
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.