Portfolio Analyst

Ballentine Partners•Boston, MA

About The Position

The Portfolio Analyst is a critical team member and facilitator supporting Senior Investment Advisors (SIAs) as they work with clients and internal partners. In a highly collaborative, team-based service model, the analyst has significant responsibility in a demanding, fast-paced environment. The role also provides an opportunity to develop the interpersonal skills needed to work effectively with people at all levels.

Requirements

Bachelor’s degree.
Ability to take direction from multiple sources and prioritize a variety of daily tasks.
Ability to take initiative and act proactively, including anticipating problems and raising suggestions.
Ability to work independently and as part of a team with a diverse group of people.
Strong organizational skills and 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.

Responsibilities

Support Senior Investment Advisors in client-related investment matters.
Construct portfolio trading programs for SIA approval.
Monitor client cash positions and Investment Policy Statement (IPS) restrictions.
Review quarterly investment performance reports for clients.
Perform ad hoc analyses on client-related questions, including questions about 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.