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Portfolio Operations Analyst

3 months ago

Boston, United States FanningMasis Full time

Portfolio Operations Analyst opening; RIA with offices in Greater Boston and the South Shore

I’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms located 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, an RIA with offices in Greater Boston and the South Shore which services a private wealth client base, is seeking a Portfolio Operations Analyst. Working closely with the firm’s Traders, this individual will perform an array of portfolio administration duties including executing portfolio transactions/ account transfers, portfolio cash management, account reconciliations, portfolio/ performance reporting, etc.

This role is a FANTASTIC opportunity for an individual who offers 2-5 years of experience performing the duties described above using the Tamarac platform.

Compensation includes a base salary in the $70K- $85K 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

Best,

Adam