Manager, Portfolio Data

$125k - $165k

Masis Professional Group

Manager, Portfolio Data opening located at a wealth management firm in Boston

As a Senior Recruiter at Fanning- Masis, I assist my client companies, investment firms located in and around Boston, with their candidate recruitment process. This scenario has enabled me to serve as a valuable resource to an individual who may be actively or passively interested in pursuing a new position in the financial services industry to serve as a catalyst for continued career growth and development.

I’m writing to inform you that one of my client companies, a wealth management firm in Boston which serves a HNW & UHNW client individual and family client portfolio, is seeking a Manager, Portfolio Data, an individual tasked to administer and optimize the firm’s portfolio reporting platform by spearheading the design, management, and delivery of investment data and reporting deliverables to support the Wealth Advisory/ Management and Investment Management teams.

The diverse duties of this role include building and maintaining performance reporting modules, providing Advisors with required standard and adhoc client portfolio data to meet client needs, training the users to ensure they’re utilizing the system in an optimal capacity, ensuring the ongoing integrity of portfolio data housed in the system, managing system upgrades, and the like.

Compensation includes a base salary in the $125K- $165K range, depending on experience, plus bonus

This is a FANTASTIC opportunity for an individual who offers 5+ years of experience in this area; supporting portfolio data platforms

If you are qualified and interested in pursuing this role, please send your updated resume to View email address on click.appcast.io

Apply

Vacancy posted 2 days ago

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