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Client/ Portfolio Associate

4 months ago

Boston, United States Fanning Personnel Full time

Client/ Portfolio Associate opening located at a wealth management firm in Boston


I’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This scenario has enabled us 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 management firm in Boston, is seeking a Client/ Portfolio Associate. This is an impactful, multi- discipline role which will enable the selected individual to maintain continual interaction with multiple firm departments during the execution of duties. The duties assigned to this position include compliance functions, as well as client/ performance reporting, maintaining client databases, preparing client materials for meetings/ portfolio reviews, performing ongoing portfolio maintenance such as executing and monitoring portfolio transactions, addressing client/ portfolio inquires, etc.


With that being said, this role is a FANTASTIC opportunity for a candidate who offers 2-6 years of experience working at a wealth management or asset management firm in support of a private wealth and/or institutional client base. Direct compliance experience of some sort is a plus.


Compensation includes a base salary in the $78K- $90K range, depending on experience, plus bonus and a full suite of benefits


If you are qualified and interested in pursuing this role, please send your updated resume to adamc@fanning-boston.com


Adam Cordeiro

Senior Recruiter

Fanning, a division of Masis Staffing Solutions, LLC