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Portfolio Data Manager - Wealth Platform & Reporting Lead
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-06-13
Listing for:
Masis Professional Group
Full Time
position Listed on 2026-06-13
Job specializations:
-
Finance & Banking
Portfolio Manager, Wealth Management
Job Description & How to Apply Below
Masis Professional Group in Boston is seeking a Manager for Portfolio Data to oversee the Black Diamond Wealth Platform. This role involves optimizing the platform and delivering investment data to support Wealth Advisory.
The ideal candidate will have over 5 years of experience with the platform, strong analytical skills, and excellent communication abilities. A competitive salary range of $125,000 to $165,000, plus bonuses, is offered.
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