Portfolio Analyst
Masis Professional Group
Portfolio Analyst - Boston, MA
A highly respected investment advisory organization is seeking a Portfolio Analyst to join its Boston-based investment team. The firm works with a select group of high-net-worth individuals, families, and institutional clients, providing customized investment management, portfolio oversight, and financial advisory services across a broad range of asset classes. This role offers hands-on exposure to portfolio analytics, investment operations, reporting, and portfolio implementation within a collaborative and fast-paced environment. The ideal candidate will possess strong analytical skills, exceptional attention to detail, and a genuine interest in investing and financial markets.
Responsibilities
- Monitor and maintain client portfolio data and reporting accuracy
- Prepare recurring and ad hoc investment reporting packages and portfolio analyses
- Support portfolio implementation, reconciliation, and trade execution activities
- Build and maintain portfolio models and investment tracking tools
- Develop customized financial analyses and Excel-based models
- Assist with investment research and portfolio-related projects
- Monitor portfolios for compliance with investment guidelines and internal procedures
- Support internal and regulatory reporting requirements
- Collaborate closely with investment, operations, and client service teams on portfolio-related requests
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Statistics, or related field
- 2–4 years of relevant investment, portfolio analytics, reporting, operations, or advisory experience preferred
- Strong understanding of investment products, portfolio theory, and financial markets
- Advanced Microsoft Excel skills and financial modeling capabilities
- Exceptional analytical, organizational, and communication skills
- Strong attention to detail and ability to manage multiple priorities
- Collaborative mindset with strong professionalism and integrity
Preferred Qualifications
- Experience with portfolio reporting or investment analytics platforms preferred
- Familiarity with Bloomberg or similar financial systems is a plus
- Understanding of investment performance methodologies including TWR and IRR preferred
- Series 65 completed or willingness to obtain
- CFA program participation encouraged
Additional Information
- Opportunity to work alongside experienced investment professionals in a highly collaborative environment
- Broad exposure to portfolio management, investment operations, client advisory, and reporting functions
- Strong long-term growth potential within a sophisticated investment platform
Vacancy posted 3 days ago
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