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Wealth Portfolio Analyst - Trade Execution & Rebalancing

$75k - $85k

Masis Professional Group

Fanning- Masis is seeking a Portfolio Analyst for a Boston wealth-management client. You will support Portfolio Managers through reviews, trade execution, and liquidity monitoring to align with client objectives. The role suits someone with 2–5 years of portfolio experience, or a CSA with portfolio construction exposure, looking to move beyond routine account maintenance. Base salary $75,000–$85,000 plus bonus. #J-18808-Ljbffr Masis Professional Group

Vacancy posted 1 day ago
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