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

Requirements:

• 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

Our Commitment to Diversity, Equity & Inclusion

At Hollister Staffing, we are committed to being a diverse and inclusive workforce. Everyone is welcome at Hollister and we encourage our employees to be comfortable bringing their authentic whole selves to work. We value multiple approaches and points of view. We believe diversity drives innovation, so we’re building a culture where differences are celebrated.

We’re also seeking ways to grow our network of people, programs, and tools to ensure our pipeline is representative of the diversity within the community we serve. We are actively encouraging our recruiters to do the same, and to tap into a multitude of sources to access diverse talent to introduce to our clients who are hiring. We are simultaneously providing opportunities for individual and organizational learning about equity, inclusion, and diversity.

Hollister Staffing is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, ancestry, family or parental status, military service, or any other status protected by the laws or regulations in the locations where we operate.

We welcome and encourage applications from people who are under-represented in their respective occupation or position.