Portfolio Associate

Portfolio Associate at Boutique Boston Firm

One of our clients, a highly reputable life insurance agency in the Boston area, is looking to bring on a full-time Portfolio Associate. The person in this position will be responsible for managing portfolios, analyzing data, and developing strong business relationships. The ideal candidate for this role will be a motivated team-player with strong attention to detail and the ability to work well under pressure. If you are interested in this position and would like to be considered, please submit a copy of your resume today!

Responsibilities:

• Providing clients with portfolio management and detailed performance reviews
• Preparing invoices and reports periodically
• Analyzing portfolio strategies and funding opportunities
• Creating customized presentation materials for client use
• Working alongside internal department members and upper level management
• Liaising with each client’s advisory team

Qualifications:

• Bachelor’s degree
• Proficiency with the entire Microsoft Office Suite (particularly Excel)
• Ability to organize and prioritize multiple tasks
• Willingness to collaborate with others on various projects
• Effective written and verbal communication skills