Portfolio Operations Associate

Hello,

I'm a Senior Recruiter at Fanning- Masis. I and my team partner with our client companies to assist with their candidate recruitment process. These client companies are investment/ asset/ wealth management firms located in and around Boston which service a private wealth and institutional client base.

I'm writing to inform that that one of my client companies, a $9B wealth management firm located in Boston, is seeking a Portfolio Operations Associate. This individual will provide support to the Wealth Advisors by performing an array of tasks including client onboarding, ongoing portfolio maintenance such as executing and monitoring portfolio transactions, client reporting, preparing materials for client/ portfolio reviews, ad hoc project work with the Portfolio Data Analytics team, etc.

Compensation includes a base salary to $70K- $72K range, depending on experience, plus bonus and benefits

This role is a FANTASTIC opportunity for an individual who offers 1-3 years of experience in the Investment Operations or Client Service disciplines at a financial services firm.

If you are qualified and interested in pursuing this role, please send your updates resume to adamc@fanning-boston.com

Best,

Adam

Adam Cordeiro

Senior Recruiter

Fanning, a division of Masis Staffing Solutions, LLC