Client/ Portfolio Associate
Client / Portfolio Associate opening located at an RIA in Boston
I’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment / asset / wealth management firms located in and around Boston with their candidate recruitment process.
This scenario has enabled us to serve as a valuable resource to an individual who may be actively or passively interested in pursuing a new position in the financial services industry to serve as a catalyst for continued career growth and development.
I’m writing to inform you that one of my client companies, an RIA located in Boston which services a private wealth client base, is seeking a Client / Portfolio Associate.
Working closely with the firm’s Principal, this is a hybrid role that will enable the selected individual to perform tasks in the Compliance, Client Service, Investment Operations, Trading, and Client Reporting disciplines.
These tasks including duties spanning all aspects of the compliance program, performance reporting, preparing client materials for meetings / portfolio reviews, executing and monitoring portfolio transactions, account openings, addressing client / portfolio inquires, etc.
With that being said, this role is a FANTASTIC opportunity for an individual who offers 2+ years of experience working at a wealth management firm, asset management firm, or the custody side in an Investment Operations, Client Service, or Client Reporting themed role who is seeking this type of multi-discipline position to provide a catalyst to continue to learn and grow!
Compensation includes a base salary in the $75K- $100K range, depending on experience, plus bonus and a full suite of benefits.
If you are qualified and interested in pursuing this role, please send your updated resume to [email protected]
Best,
Adam
Adam Cordeiro
Senior Recruiter
Fanning, a division of Masis Staffing Solutions, LLC
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