Job Title:
Client Portfolio Analyst
Job Code:
5440CK
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Jan 8 2020
Expires On:
Feb 7 2020
Responsibilities:
Client Portfolio Analyst (To $73,000 + Bonus)
Established investment firm in Boston seeks a Client Portfolio Analyst to support the client portfolio management team and service the institutional clients. The successful candidate will support global fixed income and equity strategies. The ideal candidate is a highly analytical investment professional with 3-6 years of experience. Excellent salary and bonus!

The Client Portfolio Analyst will:
-Gather information from internal investment systems, research analysts, publications, and portfolio managers
-Produce client books, draft investment commentary and complete consultant questionnaires
-Meet with portfolio managers to discuss portfolios
-Generate ad hoc reports to meet specific client and consultant needs
Qualifications:
The Client Portfolio Analyst will possess the following qualifications:
-Bachelor's degree, preferably in Finance, Economics or Math
-3-6 years of experience in the investment industry
-Knowledge of fixed income securities preferred
-CFA/MBA or progress towards is a plus
-Strong analytical and client skills
Required Years of Experience:
3
Additional Info:
CONTACT: Chris Kennedy: chris@fanning-boston.com | phone: 617-728-4100
Salary Range:
$73,000
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