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Masis Professional Group

Investment Portfolio Research Associate

Masis Professional Group, Boston, Massachusetts, us, 02298

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Masis Professional Group provided pay range This range is provided by Masis Professional Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range $85,000.00/yr - $125,000.00/yr

Direct message the job poster from Masis Professional Group

As a Senior Recruiter at Fanning- Masis, I assist my client companies, investment/asset/wealth management firms located in and around Boston which serve a private wealth and/or institutional client base, with their candidate recruitment process.

I’m writing to inform you that one of my client companies, a wealth management firm located in Boston which serves a HNW/ UHNW client base, is seeking an Investment Portfolio Research Associate; An individual who offers 2-5 years of experience in the Manager Due Diligence space to join a small, influential Research team.

This person will be tasked with helping the Director source new Fund Managers by performing an array of duties including maintaining the database that houses all the Manager due diligence data, performing data mining, reviewing fund financial statements, monitoring manager performance, attending meetings with current or prospective Fund managers, drafting notes from these meetings, and the like.

Compensation includes a base salary in the $85K- $125K range, depending on experience, plus bonus.

If you are qualified and interested in pursuing this role, please send your updated resume to...adamc@fanning-boston.com

Fanning, a division of Masis Staffing Solutions, LLC

Seniority level Associate

Employment type Full-time

Job function Research and Other Industries: Financial Services and Investment Management

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