Portfolio Analyst

3 weeks ago

Boston, United States Harrison Gray Search Full time

Harrison Gray Search has partnered with one of the oldest, most reputable investment advisors in the country to find its next Portfolio Analyst in Boston. This role involves supporting the construction and ongoing management of client portfolios and financial plans within a practice managing approximately $1bn AUM. Key responsibilities include security analysis, trading, client communications, and servicing existing relationships.


Role Description

The Portfolio Analyst will play a crucial and client-facing role, delivering top-quality services to high-net-worth clients and foundations. This role is vital in developing and maintaining client relationships and involves direct interaction with clients. The position offers opportunities for growth into direct portfolio management and leading individual client relationships.


This full-time position reports to the Branch Manager and gathers additional feedback from assigned Financial Professionals. Working hours are Monday - Friday, 8:30 AM to 5:00 PM EST. The role is hybrid, requiring 3 days in the office per week.


Role Responsibilities

Client/Financial Professional Team Duties:

  • Monitor clients’ financial situations with detail and accuracy.
  • Develop and implement financial planning solutions and perform related research and analysis.
  • Support existing client base through portfolio management and individualized service models.
  • Build, maintain, and update client databases and financial plans.
  • Perform research for client portfolios using various software tools.
  • Prepare detailed portfolio reviews, security analysis, and presentations for client meetings.
  • Stay current with tax regulations and industry trends.
  • Understand clients’ risk tolerance and develop risk mitigation strategies.
  • Maintain professional licensure and certifications.
  • Execute money moves, including trades, deposits, ACH, wires, withdrawals, and rollovers.
  • Maintain relationships with other business functions to ensure seamless operations (Compliance, Operations, IT, Strategic Initiatives, Training Center, etc.).
  • Adhere to compliance and firm policies, ensuring good standing with all FINRA/SEC rules and regulations.


Administrative:

  • Communicate directly with clients to service their account requests or concerns.
  • Maintain and organize client files, CRM notes, and documentation.
  • Collaborate with Financial Professionals to discuss financial opportunities within portfolio reviews.
  • Assist Marketing with financial professional marketing strategies and initiatives.
  • Complete data entry for financial plans.
  • Pursue career growth through development opportunities.
  • Utilize DocuSign and DocuPace for form signature, distribution, and documentation.
  • Contribute to the upkeep and image of the company brand.
  • Submit monthly expense reports.
  • Provide administrative support to Financial Professionals and Branch Manager as needed.
  • Foster a positive team morale and contribute to team culture.


Key Measurements

  • Ability to integrate into the financial professional’s business and build client rapport.
  • Accurate completion of weekly/monthly research and financial planning reports.
  • Achievement of individual and branch annual goals.
  • Initiative in improving processes and finding solutions to streamline and expand the practice.


Minimum Requirements

  • 5+ years of relevant experience in Financial Services.
  • FINRA Series 7 and 63, 65 or 66.
  • Bachelor’s Degree or higher in Business, Finance, or related field.
  • Passion for financial markets.
  • Strong understanding of financial planning, portfolio management, and fiduciary investing concepts.
  • Prior experience with financial planning software.
  • Proficiency in Microsoft Office Suite and Google Suite.
  • Ability to take initiative and work effectively in a team environment.
  • Competence in critical thinking, organization, attention to detail, communication, active listening, social perceptiveness, coordination, time management, reasoning, empathy, selective attention, and memorization.


Preferred Requirements

  • CFA, CFP Designation, or desire to pursue certification.
  • Experience with Advent, Addepar, Redtail, RBC, and MoneyGuidePro.


Compensation

  • Salary commensurate with experience.
  • Additional compensation opportunities for specialty assignments.
  • Total Rewards Benefits Package:
  • Medical, Dental & Vision
  • Short Term Disability, Long Term Disability, Life Insurance, and optional Supplemental Life insurance for employee, spouse, and dependents.
  • 401k plans with yearly match.
  • Flexible spending accounts.
  • PTO: vacation, personal days, sick time, and volunteerism day to encourage community involvement.

  • Portfolio Analyst

    3 months ago

    Boston, Massachusetts, United States Geode Capital Management Full time

    Geode Capital Management, LLC is seeking an experienced Portfolio Analyst to join our Quantitative Research & Portfolio Analytics team. The Portfolio Analyst is responsible for conducting a wide variety of equity portfolio analysis including performance, attribution, time series and return decomposition/factors related tasks. The role reports directly to the...

  • Portfolio Analyst

    3 weeks ago

    Boston, United States The Ladders Full time

    Geode Capital Management, LLC is seeking an experienced Portfolio Analyst to join our Quantitative Research & Portfolio Analytics team. The Portfolio Analyst is responsible for conducting a wide variety of equity portfolio analysis including performance, attribution, time series and return decomposition/factors related tasks. The role reports directly to the...

  • Portfolio Analyst

    2 months ago

    Boston, United States Harrison Gray Search and Consulting LLC Full time

    Harrison Gray Search has partnered with one of the oldest, most reputable investment advisors in the country to find its next Portfolio Analyst in Boston. This role involves supporting the construction and ongoing management of client portfolios and financial plans within a practice managing approximately $1bn AUM. Key responsibilities include security...

  • Portfolio Analyst

    3 weeks ago

    Boston, United States Harrison Gray Search Full time

    Harrison Gray Search has partnered with one of the oldest, most reputable investment advisors in the country to find its next Portfolio Analyst in Boston. This role involves supporting the construction and ongoing management of client portfolios and financial plans within a practice managing approximately $1bn AUM. Key responsibilities include security...

  • Portfolio Analyst

    3 weeks ago

    Boston, United States Harrison Gray Search Full time

    Harrison Gray Search has partnered with one of the oldest, most reputable investment advisors in the country to find its next Portfolio Analyst in Boston. This role involves supporting the construction and ongoing management of client portfolios and financial plans within a practice managing approximately $1bn AUM. Key responsibilities include security...

  • Portfolio Analyst

    2 months ago

    Boston, United States Harrison Gray Search & Consulting Full time

    Job DescriptionJob DescriptionHarrison Gray Search has partnered with one of the oldest, most reputable investment advisors in the country to find its next Portfolio Analyst in Boston. This role involves supporting the construction and ongoing management of client portfolios and financial plans within a practice managing approximately $1bn AUM. Key...

  • Portfolio Analyst

    3 weeks ago

    Boston, United States Harrison Gray Search Full time

    Harrison Gray Search has partnered with one of the oldest, most reputable investment advisors in the country to find its next Portfolio Analyst in Boston. This role involves supporting the construction and ongoing management of client portfolios and financial plans within a practice managing approximately $1bn AUM. Key responsibilities include security...

  • Portfolio Analyst

    2 weeks ago

    Boston, United States Harrison Gray Search & Consulting Full time $75,000 - $85,000

    Job DescriptionJob DescriptionHarrison Gray Search has partnered with one of the oldest, most reputable investment advisors in the country to find its next Portfolio Analyst in Boston. This role involves supporting the construction and ongoing management of client portfolios and financial plans within a practice managing approximately $1bn AUM. Key...

  • Portfolio Analyst

    6 days ago

    Boston, United States Natixis Global Asset Management Full time

    Overview: The Portfolio Analyst is a member of the Natixis Investment Solutions Portfolio Management Team within the Portfolio Analysis & Consulting Group. The core responsibilities of this role are to assist the portfolio management team in the investment management functions associated with the multi-asset class model programs, investments, and assets...

  • Portfolio Analyst

    2 weeks ago

    Boston, United States Natixis Global Asset Management Full time

    DescriptionOverview: The Portfolio Analyst is a member of the Natixis Investment Solutions Portfolio Management Team within the Portfolio Analysis & Consulting Group. The core responsibilities of this role are to assist the portfolio management team in the investment management functions associated with the multi-asset class model programs, investments, and...

  • Investment Portfolio Analyst

    6 days ago

    Boston, Massachusetts, United States Harrison Gray Search & Consulting Full time

    Job OverviewHarrison Gray Search & Consulting is collaborating with a prestigious investment advisory firm to identify a qualified Investment Portfolio Analyst. This position is integral to the development and continuous oversight of client investment portfolios and financial strategies within a practice managing significant assets under management.Position...

  • Portfolio Analyst

    4 weeks ago

    Boston, United States Fidelity Investments Full time

    Job Description: The Department The Portfolio Associate works closely with the portfolio management team and plays a key role in ensuring that FAMS portfolios are positioned in accordance with the Portfolio Managers' (PM) investment strategies and views, and that organizational and infrastructure capabilities are in place to support the portfolio management...

  • Portfolio Analyst

    3 months ago

    Boston, United States Pacific Western Bank Full time

    Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of the nation's premier relationship-based business bank Portfolio, Analyst, Science, Financial, Payment Processing, Technology, Management

  • Portfolio Analyst

    2 months ago

    Boston, United States Moors & Cabot Inc Full time

    Job DescriptionJob DescriptionPosition SummaryTo support the construction and ongoing management of client portfolios and financial plans within an existing practice of approximately one billion of assets under management. Focal points will include security analysis, trading, client communications, and servicing of existing relationships.Role DescriptionThe...

  • Portfolio Analyst

    2 weeks ago

    Boston, United States Moors & Cabot Inc Full time

    Job DescriptionJob DescriptionPosition SummaryTo support the construction and ongoing management of client portfolios and financial plans within an existing practice of approximately one billion of assets under management. Focal points will include security analysis, trading, client communications, and servicing of existing relationships.Role DescriptionThe...

  • Multi-Asset Portfolio Analyst

    4 weeks ago

    Boston, United States Wellington Management Company, LLP Full time

    About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...

  • Portfolio Analyst, Private Markets Operations

    1 month ago

    Boston, United States Manulife Financial Corporation Full time

    Manulife Investment Management is the asset management arm of Manulife Financial Corporation, a global financial institution that has protected investor assets since 1887. Were passionate about providing solutions; with leading capabilities in publi Operations, Analyst, Portfolio, Private, Portfolio Manager, Accounting, Manufacturing

  • Senior Associate, IWM Portfolio Analyst

    3 months ago

    Boston, United States BNY Mellon Full time

    Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top...

  • Investment Portfolio Analyst

    2 weeks ago

    Boston, Massachusetts, United States Moors & Cabot Inc Full time

    Job OverviewPosition SummaryThe primary objective of this role is to assist in the development and ongoing oversight of client investment portfolios and financial strategies within a well-established practice managing substantial assets. Key responsibilities will encompass asset evaluation, trading activities, client engagement, and the management of...

  • Equity Portfolio Analyst

    2 weeks ago

    Boston, United States Wellington Management Company, LLP Full time

    About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...