Portfolio Analyst

Ballentine Partners • Boston, MA

1d • $70,000 - $100,000

About The Position

The Portfolio Analyst supports Senior Investment Advisors (SIAs) in client-related investment matters as a critical team member and facilitator. The role works within a highly collaborative, team-based service model and involves significant responsibility in a demanding, fast-paced environment. The position also offers the opportunity to develop the interpersonal skills needed to work successfully with people at all levels.

The analyst constructs portfolio trading programs for SIA approval, monitors client cash positions and investment policy statement (IPS) restrictions, reviews quarterly investment performance reports, performs ad hoc client-related analyses, develops expertise in investment software, executes client trades, and assists with client onboarding.

The ideal candidate is organized, detail-oriented, proactive, and able to prioritize work from multiple sources. They should be comfortable working independently and collaboratively, and demonstrate sound judgment, discretion, strong communication skills, and positive interpersonal skills. A bachelor's degree is required; one to two years of experience in a similar role is preferred.

Ballentine Partners offers a collaborative, flexible, and family-friendly work environment. Compensation consists of a base salary and annual performance bonus. The stated salary range is $70,000 to $100,000, commensurate with experience. The firm will sponsor applicants for work visas and is an Equal Opportunity Employer committed to an inclusive workplace.

Requirements

• Bachelor’s degree required.
• Able to take direction from multiple sources and prioritize a variety of tasks daily.
• Able to take initiative and act proactively, including anticipating problems and raising suggestions.
• Able to work independently and within a team structure with a diverse group of people.
• Highly organized with very strong attention to detail.
• High professional standards, judgment, and discretion.
• Strong verbal and written communication skills.
• Excellent interpersonal and relationship skills, including a positive and collegial attitude.

Nice To Haves

• One to two years of experience in a similar role is preferred.

Responsibilities

• Support Senior Investment Advisors in all client-related investment matters.
• Construct portfolio trading programs for approval by Senior Investment Advisors.
• Monitor client cash positions and investment policy statement restrictions.
• Review quarterly investment performance reports for clients.
• Perform ad hoc analyses on client-related questions, including specific securities in conjunction with research staff.
• Develop technical expertise in investment software tools.
• Execute trades for clients.
• Assist with client onboarding.
• Perform other duties as assigned.

Benefits

• Dental insurance paid for by the firm.
• Vision insurance paid for by the firm.
• Short-term disability insurance paid for by the firm.
• Long-term disability insurance paid for by the firm.
• Life insurance paid for by the firm.
• Cost sharing on medical insurance.
• Vacation time.
• Unlimited personal sick time.
• Paid family sick leave.
• Paid parental leave.
• Sabbaticals.
• Community time off.
• Corporate matching program.
• Support for certifications and continuing education.
• Flexible, family-friendly work environment.
• Annual performance bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level