More jobs:
Investment Strategy & Portfolio Associate
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-08-10
Listing for:
Ballentine Partners, LLC
Full Time
position Listed on 2026-08-10
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
Ballentine Partners is a leading independent wealth management firm seeking an enthusiastic Portfolio Associate to support Senior Investment Advisors in asset allocation, portfolio construction, and executing the investment strategy. You will draft IPS, monitor cash flow and positions, collaborate with custodians and investment managers, and prepare client performance reports and presentations.
You will also communicate with clients, including Monte Carlo analyses, as needed.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×