Portfolio Analyst

Company Overview: A global multi-family office and investment advisory firm is seeking a Portfolio Analyst to join their Boston office. The role involves implementation, analysis, and performance reporting for investment strategies within client portfolios. Job Responsibilities: Ensure client portfolio data quality and integrity Develop and prepare periodic client reporting packages via Addepar Prepare client-facing communications, including investment reviews and ad hoc analyses Develop and maintain client-specific portfolio models Build customized financial models in MS Excel for client analysis Execute trades in equities, fixed income, mutual funds, and derivatives as directed Reconcile portfolio management models post-trade and periodically Update portfolio management models pre- and post-trade Assist with investment research diligence as needed Conduct portfolio research requests from Portfolio Management and Client Advisory teams Monitor portfolios for compliance with Investment Policy Statements Maintain client-level and security-level data for reporting requirements Qualifications: Undergraduate coursework in accounting, finance, statistics, computer science, economics, or mathematics 2-4 years of related investing experience Solid understanding of portfolio theory and accounting High proficiency with MS Excel Completion or expectation to complete the NASAA Investment Advisers Law Examination (Series 65) Participation and progress in CFA Program encouraged Familiarity with Addepar and Bloomberg is a plus Compensation: Salary:

$75,000 – $90,000, Plus Bonus The post Portfolio Analyst appeared first on Landing Point.

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