Portfolio Associate, Multi Discipline

Found in: Appcast Linkedin GBL C2 - 2 weeks ago


Boston, United States Fanning Personnel, a Division of Masis Staffing Solutions Full time

Portfolio Associate (multi- discipline) 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 Portfolio Associate. This is an impactful, multi- discipline role which will enable the selected individual to maintain continual interaction with multiple firm departments. The duties assigned to this position include compliance functions, as well as client/ performance reporting, preparing client materials for meetings/ portfolio reviews, executing and monitoring portfolio transactions, executing account openings, addressing client/ portfolio inquires, etc.

With that being said, this role is a FANTASTIC opportunity for a candidate who offers 3-6 years of experience working in this type of multi-discipline role at a wealth management/ advisory firm. Direct compliance experience of some sort, or even touching compliance in any fashion, 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



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