Portfolio Management Specialist

2 days ago


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

Harrison Gray Search & Consulting is seeking a highly skilled Portfolio Management Specialist to join our team in Boston. As a key member of our financial services team, you will play a crucial role in supporting the construction and ongoing management of client portfolios and financial plans.

Key Responsibilities:

  • Client Portfolio Management: Monitor clients' financial situations with detail and accuracy, develop and implement financial planning solutions, and perform related research and analysis.
  • Client Relationship Management: Support existing client base through portfolio management and individualized service models, build, maintain, and update client databases and financial plans.
  • Financial Planning and Research: Perform research for client portfolios using various software tools, prepare detailed portfolio reviews, security analysis, and presentations for client meetings.
  • Compliance and Risk Management: Stay current with tax regulations and industry trends, understand clients' risk tolerance, and develop risk mitigation strategies.
  • Administrative Tasks: Communicate directly with clients to service their account requests or concerns, maintain and organize client files, CRM notes, and documentation.

Requirements:

  • Experience: 5+ years of relevant experience in Financial Services.
  • Certifications: FINRA Series 7 and 63, 65 or 66.
  • Education: Bachelors Degree or higher in Business, Finance, or related field.
  • Skills: Strong understanding of financial planning, portfolio management, and fiduciary investing concepts, proficiency in Microsoft Office Suite and Google Suite.

Preferred Requirements:

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

Compensation:

  • Salary: Commensurate with experience.
  • Benefits: Total Rewards Benefits Package, including 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.


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