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Portfolio Analyst

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  • Accounting & Finance
  • Direct Hire
  • Boston, MA
  • Job Number: JO-2003-109693
  • Posted: 5/28/2020

This is an exciting opportunity for an ambitious individual who would like to learn and grow in a fast paced and interesting position. The person who was last in this role was just promoted! You will work alongside an outstanding and supportive group of people and provide a broad range of portfolio analytics and support.

KEY RESPONSIBILITIES

  • Track and process Portfolio activity
  • Daily uploading to the document storage system
  • Ensure all necessary documents are included in financial statements and notices
  • Miscellaneous data entry and system testing as needed
  • Various ad hoc projects

REQUIREMENTS    

  • Bachelors in Accounting, Finance, or Economics 
  • 1+ years prior experience
  • Proficiency in Excel 
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