Portfolio Associate

3 weeks ago

Boston, United States Nixon Peabody LLP Full time

The Portfolio Associate works closely with the Portfolio Managers and is responsible for helping to manage multi-asset class portfolios in individual trust, taxable and non-taxable, and retirement accounts. This position executes equity, mutual fund, and bond trades in individual trust, taxable and non-taxable, and retirement accounts. This position reports to the Chief Investment Officer.

A career at Nixon Peabody is the opportunity to do work that matters. It’s the chance to use your knowledge to shape what’s ahead. To share, to innovate, to learn at a firm that taps the power of collective thinking.

We’ve created a dynamic, energizing environment that promotes success for our clients and each other. We offer fast growth, connectedness and training in business as well as law. And our rigorous standards assure you are part of a diverse team of top talent at every turn.

If you’re someone who’s looking toward the future, we’d love to hear from you.

Location: Boston, MA
- To perform this job successfully, you must be able to perform each essential job responsibility listed above, satisfactorily, with or without reasonable accommodation. Nixon Peabody retains the right to change or assign other duties to this position. The requirements listed below are representative of the skills and abilities required._
- Execute equity, ETF, mutual fund, and bond trades.
- Manage trading counterparty relationships, tracking commission commitments and actual commissions generated.
- Create best execution reports for equity trades in collaboration with Nixon Peabody Trust Company (NPTC) compliance.
- Maintain trade blotters, model portfolios, and other templates in NPTC trading system.
- Help manage, evaluate, and monitor complex or high value investment portfolios, focused on investing and/or raising cash for individual, multi-generational trusts and retirement accounts.
- Implement portfolio recommendations based on the firm’s long term investment approach, working closely with Portfolio Managers and Private Client partners/trustees.
- Create portfolio characteristics, performance measurement and attribution reports in FactSet.
- Work collaboratively to onboard new client accounts, including account opening information gathering/documentation, IPS creation, reaffirmation letter review.
- Assist in the initiation, documentation and completion of routine regulatory account reviews.
- Compile necessary reports/client data for client/trustee meetings.
- Perform other duties as assigned.

Job Requirements:

- Bachelor’s Degree in Finance or related field. Work experience in lieu of a degree will be considered.
- 3-5 years of portfolio management and trading experience required with a focus on high value portfolios and/or trust accounts preferred.
- Experience managing taxable accounts.
- Excellent communication skills, both verbal and written.
- Solid presentation skills for client meetings and new business opportunities.
- Strong interpersonal skills with a client service focus.
- Proven ability to work in a fast-paced, collaborative environment.
- Self-starter with a results-driven personality.
- Experience with PM/order entry systems, financial systems and tools for analysis (FactSet, Bloomberg, Morningstar, etc.).

In accordance with applicable Federal and State laws, the anticipated annual salary range for this position, depending on location, is as follows: Boston, MA: $98,185 to $140,335

In addition to a standard benefits package, this role may be eligible for additional contingent compensation based on an array of factors, including but not limited to: work performance, geographic location, work experience, education, and qualifications. Because such contingent compensation is not yet calculable or may be zero ($0) in some circumstances, the above-listed salary range(s) are Nixon Peabody’s good faith estimate of the annual salary(ies) it reasonably expects to pay for the position at the time of this posting.

To comply with Federal law, Nixon Peabody participates in E-Verify. All newly-hired employees are verified through this electronic system established by the Department of Homeland Security (DHS) and the Social Security Administration (SSA) to confirm their identity and employment eligibility. Please refer to the Notice of E-Verify Participation and the Right to Work posters on the Nixon Peabody Careers page for more information.
- Nixon Peabody LLP is an Equal Opportunity / Affirmative Action Employer: Disability / Female / Gender Identity / Minority / Sexual Orientation / Veteran. _

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance

Schedule:

- Monday to Friday

Work Location: Hybrid remote in Boston, MA 02109

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