Landing Point

Portfolio Analyst

Landing Point Boston, MA
Landing Point

Portfolio Analyst

Landing Point Boston, MA
5 days ago 87 applicants

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Company Overview:

A global multi-family office and investment advisory firm is seeking 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 and prepare periodic client reporting packages via Addepar
  • Prepare client-facing communications, including investment reviews and ad hoc analyses
  • Develop and maintain client-specific portfolio models
  • Build customized financial models in MS Excel for client analysis
  • Execute trades in equities, fixed income, mutual funds, and derivatives as directed
  • Reconcile portfolio management models post-trade and periodically
  • Update portfolio management models pre- and post-trade
  • Assist with investment research diligence as needed
  • Conduct portfolio research requests from Portfolio Management and Client Advisory teams
  • Monitor portfolios for compliance with Investment Policy Statements
  • Maintain client-level and security-level data for compliance with 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 CFA Program encouraged
  • Familiarity with Addepar and Bloomberg is a plus

Compensation:

Salary: $75,000 – $90,000, Plus Bonus

The post Portfolio Analyst appeared first on Landing Point.

  • Seniority level

    Associate

  • Employment type

    Full-time

  • Job function

    Finance and Sales

  • Industries

    Staffing and Recruiting

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